-----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, Uh+X7ffcahpX6L+S7xvUs6zG1SHqwqere/HuoTF1+BwcniW7dULBikiZz3Z0MeJ4 nqqmBEAvjxekkspBId5+dg== 0001125282-05-000734.txt : 20050214 0001125282-05-000734.hdr.sgml : 20050214 20050214143437 ACCESSION NUMBER: 0001125282-05-000734 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20041231 FILED AS OF DATE: 20050214 DATE AS OF CHANGE: 20050214 EFFECTIVENESS DATE: 20050214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 05607907 BUSINESS ADDRESS: STREET 1: 200 PARK AVE STREET 2: SUITE 3300 CITY: NEW YORK STATE: NY ZIP: 10017 MAIL ADDRESS: STREET 1: 200 PARK AVE STREET 2: SUITE 3300 CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 b404728_13fhr.txt HOLDING REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 --------------------------- 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 Address: 200 Park Ave. Suite 3300 NY NY 10017 Form 13F File Number: 28-_____________ 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: Anna Warshawsky Title: Account Manager Phone: 212-713-9451 Signature, Place, and Date of Signing: /s/ Anna Warshawsky NY, NY 02/14/04 - --------------------- --------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check one only): [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: _____________ Form 13F Information Table Value Total: $____________ (thousands) List of Other Included Managers: 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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name _______ ___________________________ ________________________________ [Repeat as necessary.] FORM 13F INFORMATION TABLE
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8 NAME OF ISSUER TITLE OF CUSIP FAIR MARKET SHARES OF MANA- VOTING AUTHORITY CLASS NUMBER VALUE PRINCIPAL SHARED GERS AMOUNT SOLE SHARED OTHER SOLE SHARED NONE (A) (B) (C) (A) (B) (C) AKSYS LTD NSTK 10196103 290232 52200 X KENP 52200 ALLEGHENY ENERGY INC COMMON 17361106 11573712 587200 X KENP 587200 ARMSTRONG WORLD INDUSTRIES OTC EQ 42476606 2749680 160800 X KENP 160800 BERKSHIRE HATHAWAY INC-DEL COMMON 84670108 14390376 162 X KENP 162 H & R BLOCK INC COMMON 93671105 21935291 447659 X KENP 447659 CENTURY BUSINESS SERVICES OTC EQ 156490104 4990456 1144600 X KENP 1144600 CERIDIAN CORP COMMON 156779100 7778140 425500 X KENP 425500 DECKERS OUTDOOR CORP OTC EQ 243537107 8881110 189000 X KENP 189000 DICKS SPORTING GOODS INC COMMON 253393102 7360410 209400 X KENP 209400 DOLLAR THRIFTY AUTOMOTIVE COMMON 256743105 3146840 104200 X KENP 104200 R R DONNELLEY & SONS CO COMMON 257867101 28252962 800594 X KENP 800594 ECHOSTAR COMMUNICATIONS CO OTC EQ 278762109 18957288 570144 X KENP 570144 GETTY REALTY CORP NEW COMMON 374297109 2743715 95500 X KENP 95500 GOODYEAR TIRE & RUBBER CO COMMON 382550101 2398669 163620 X KENP 163620 GREIF INC COMMON 397624107 7190400 128400 X KENP 128400 INTERGRAPH CORP OTC EQ 458683109 73499268 2729271 X KENP 2729271 LASERSCOPE NSTK 518081104 50722875 141250 X KENP 141250 SEACOR SMIT INC COMMON 811904101 41509956 777340 X KENP 777340 SHAW GROUP INC COMMON 820280105 1017450 57000 X KENP 57000 STAAR SURGICAL CO NEW NSTK 852312305 905388 144400 X KENP 144400 TXU CORP COMMON 873168108 7225232 111915 X KENP 111915 ACTIVCARD S A SPONSORED AD OTC EQ 00506J107 13071822 1468744 X KENP 1468744 ALTRIA GROUP INC COMMON 02209S103 35701158 584307 X KENP 584307 ARRIS GROUP INC OTC EQ 04269Q100 11922233 1693499 X KENP 1693499 BROOKLINE BANCORP INC OTC EQ 11373M107 1124268 68889 X KENP 68889 CENTENNIAL CELLULAR CORP-C OTC EQ 15133V208 2323252 292970 X KENP 292970 CITIZENS COMMUNICATIONS CO COMMON 17453B101 24283390 1760942 X KENP 1760942 ERIE INDEMNITY CO-CL A OTC EQ 29530P102 22900018 435610 X KENP 435610 FREESCALE SEMICONDUCTOR IN COMMON 35687M107 7876440 442000 X KENP 442000 GSI COMMCERCE INC OTC EQ 36238G102 7940068 446573 X KENP 446573 GEN PROBE INC OTC EQ 36866T103 14613047 323226 X KENP 323226 GENESIS HEALTHCARE CORP OTC EQ 37184D101 2518657 71900 X KENP 71900 NTL INC DEL OTC EQ 62940M104 37614528 515550 X KENP 515550 NAUTILUS GROUP INC COMMON 63910B102 1106986 45800 X KENP 45800 NEIGHBORCARE INC OTC EQ 64015Y104 16553226 538842 X KENP 538842 NEXTEL COMMUNICATIONS INC- OTC EQ 65332V103 33724038 1123760 X KENP 1123760 SAXON CAPITAL INC OTC EQ 80556T106 4116684 171600 X KENP 171600 TELEWEST GLOBAL INC OTC EQ 87956T107 17803266 1012700 X KENP 1012700 TRITON PCS HLDGS INC COMMON 89677M106 451782 132100 X KENP 132100 UNITEDHEALTH GROUP INC COMMON 91324P102 10361659 117706 X KENP 117706 HERBALIFE LTD COMMON G4412G101 3656250 225000 X KENP 225000
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