-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, MnkqJ4N+BlKVCGlC4zdFglga9ZuRQ7Nrb58YQtl47izYOLEP2cJ2hyOm0bbxn1NJ CtsXPzHOjWRwZmNnZSXWJw== 0000950123-08-009623.txt : 20080814 0000950123-08-009623.hdr.sgml : 20080814 20080814160925 ACCESSION NUMBER: 0000950123-08-009623 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 081019095 BUSINESS ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-862-5800 MAIL ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 y65632e13fvhr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended JUNE 30, 2008 Check here if Amendment [ ]; Amendment Number: __________ This Amendment (Check only one.): [ ] is a restatement, [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: KENSICO CAPITAL MANAGEMENT CORP Address: 55 RAILROAD AVENUE 2ND FLOOR GREENWICH, CT 06830 Form 13F File Number: 28-10067 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: JOSEPH SIGNORIVE Title: CHIEF OPERATING OFFICER Phone: (203) 862-5800 Signature, Place, and Date of Signing: /s/ Joseph Signorive GREENWICH, CT 8-14-08 - ------------------------------------- -------------- ------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- ------------------- -------------------- [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: Form 13F Information Table Entry Total: 48 Form 13F Information Table Value Total: 1,794,063 (thousands) List of Other Included Managers: NONE [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 28- . - --- ----------------- --------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8 - ----------------------------- ----------- --------- ----------- ---------------- ------------------ -------- ----------------------- VOTING AUTHORITY SHARED ----------------------- TITLE OF CUSIP FAIR SHARES OF SOLE SHARED OTHER SOLE SHARED NONE NAME OF ISSUER CLASS NUMBER MKT VAL PRINCIPAL AMOUNT (A) (B) (C) MANAGERS (A) (B) (C) - ----------------------------- ----------- --------- ----------- ---------------- ---- ------ ------ -------- ---------- ------ ----- AIR METHODS CORP OTC EQ 009128307 385,000 15,400 X KENP 15,400 ALLEGHENY ENERGY INC COMMON 017361106 29,820,461 595,100 X KENP 595,100 ALTRIA GROUP INC COMMON 02209S103 23,207,367 1,128,763 X KENP 1,128,763 AMBAC FINANCIAL GROUP INC COMMON 023139108 491,780 367,000 PUT X KENP 367,000 AMBAC FINANCIAL GROUP INC COMMON 023139108 2,846,579 2,124,313 X KENP 2,124,313 ARBITRON INC COMMON 03875Q108 19,513,000 410,800 X KENP 410,800 AT&T INC COMMON 00206R102 15,719,754 466,600 X KENP 466,600 BANKUNITED FINANCIAL CORP OTC EQ 06652B103 166,464 173,400 X KENP 173,400 BERKSHIRE HATHAWAY INC-DEL COMMON 084670108 22,821,750 189 X KENP 189 CARMAX INC COMMON 143130102 4,881,360 344,000 X KENP 344,000 CATHAY BANCORP INC COMMON 149150104 1,340,271 123,300 X KENP 123,300 COLONIAL BANCGROUP INC COMMON 195493309 12,081,186 2,733,300 X KENP 2,733,300 CYPRESS SEMICONDUCTOR CORP COMMON 232806109 106,479,450 4,302,200 X KENP 4,302,200 DISH NETWORK CORP CL A OTC EQ 25470M109 77,787,415 2,656,674 X KENP 2,656,674 DST SYSTEMS INC-DEL COMMON 233326107 12,011,855 218,199 X KENP 218,199 EAST WEST BANCORP INC OTC EQ 27579R104 5,027,101 712,054 X KENP 712,054 ECHOSTAR HLDG CORP OTC EQ 278768106 46,461,567 1,488,199 X KENP 1,488,199 FBR CAP MKTS CORP COM OTC EQ 30247C301 8,764,478 1,742,441 X KENP 1,742,441 FISERV INC OTC EQ 337738108 107,188,304 2,362,537 X KENP 2,362,537 FLOWSERVE CORP COMMON 34354P105 116,700,790 853,700 X KENP 853,700 FREDDIE MCA-VOTING COMMON COMMON 313400301 8,326,280 507,700 X KENP 507,700 GENERAL ELECTRIC CO COMMON 369604103 21,442,746 803,400 X KENP 803,400 HELIX ENERGY SOLUTIONS GRO COMMON 42330P107 18,030,745 433,015 X KENP 433,015 HLTH CORP OTC EQ 40422Y101 201,103,796 17,765,353 X KENP 17,765,353 KAISER ALUMINUM CORP NEW OTC EQ 483007704 18,709,110 349,507 X KENP 349,507 KRAFT FOODS INC COMMON 50075N104 14,994,544 527,049 X KENP 527,049 LORILLARD INC COMMON 544147101 44,608,200 645,000 X KENP 645,000 MAIDEN HLDGS LTD OTC EQ G5753U112 31,248,000 4,882,500 X KENP 4,882,500 MAXIM INTERGRATED PRODUCTS OTC EQ 57772K101 152,440,444 7,207,586 X KENP 7,207,586 MBIA INC COMMON 55262C100 2,390,355 544,500 X KENP 544,500 NATIONAL FUEL GAS CO COMMON 636180101 199,846,852 3,359,900 X KENP 3,359,900 NIGHTHAWK RADIOLOGY HLDG I OTC EQ 65411N105 1,304,844 184,300 X KENP 184,300 NMT MEDICAL INC OTC EQ 629294109 2,776,563 595,829 X KENP 595,829 PHI INC OTC EQ 69336T106 10,143,505 252,326 X KENP 252,326 PHI INC NON-VTG OTC EQ 69336T205 18,829,969 468,757 X KENP 468,757 PHILIP MORRIS INTL INC COMMON 718172109 55,749,605 1,128,763 X KENP 1,128,763 R R DONNELLEY & SONS CO COMMON 257867101 2,948,217 99,300 X KENP 99,300 SAPIENT CORP OTC EQ 803062108 6,837,300 1,065,000 X KENP 1,065,000 SEACOR HOLDINGS INC COMMON 811904101 184,788,024 2,064,440 X KENP 2,064,440 SOUTHERN UNION CO NEW COMMON 844030106 21,505,218 795,900 X KENP 795,900 SP ACQUISITION HLDGS INC UNIT COMMON 78470A203 5,940,000 600,000 X KENP 600,000 SUNPOWER CORP CL A COMMON 867652109 1,439,600 20,000 X KENP 20,000 TEKELEC INC OTC EQ 879101103 97,674,106 6,639,980 X KENP 6,639,980 UCBH HOLDINGS INC COMMON 90262T308 4,123,350 1,832,600 X KENP 1,832,600 UNION PACIFIC CORP COMMON 907818108 30,502,000 404,000 X KENP 404,000 UNITED NATURAL FOODS INC OTC EQ 911163103 5,277,132 270,900 X KENP 270,900 UNITEDHEALTH GROUP INC COMMON 91324P102 11,156,250 425,000 X KENP 425,000 WYNDHAM WORLDWIDE CORP COMMON 98310W108 6,230,173 347,860 X KENP 347,860 VALUE TOTAL ENTRY TOTAL 1,794,062,860 48
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