-----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, KYeGKLXBPxysUtICRShZWH7EqibnYF9pEm2RIVBe4lN9uFS7RQ+0TqqPeZhIOZWe ZvOGo6YCsEJTpBGh+t3WFg== 0000919574-02-001305.txt : 20020809 0000919574-02-001305.hdr.sgml : 20020809 20020809100156 ACCESSION NUMBER: 0000919574-02-001305 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020630 FILED AS OF DATE: 20020809 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: 02723807 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 d341708_13-f.txt KENSICO, 13F FILE #: 028-10067, QTR ENDED 6/30/02 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, 2002 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Kensico Capital Management Corp. Address: 200 Park Avenue - Suite 3300 New York, New York 10017 13F File Number: 028-10067 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. Persons Signing this Report on Behalf of Reporting Manager: Name: Michael Lowenstein & Thomas J. Coleman Title: Co-Presidents Phone: (212) 808-3560 Signature, Place and Date of Signing: /s/ Michael Lowenstein NY, NY 8/06/02 - ---------------------- ------------- ------- [Signature] [City, State] [Date] /s/ Thomas J. Coleman NY, NY 8/06/02 - --------------------- ------------ ------- [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 managers(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: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 47 Form 13F Information Table Value Total: $305,802,477.48 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. None FORM 13F INFORMATION TABLE Kensico Capital Management Corp. Form 13F June 30, 2002
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - --------------------------------------------------------------------------------------------------------------------------------- TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - --------------------------------------------------------------------------------------------------------------------------------- *** CRYPTOLOGIC INC Common Stock 228906103 175,400.00 20000 SH Sole 20000 ***MOORE CORP LTD Common Stock 615785102 11,458,245.40 998105 SH Sole 998105 02MICR INTERNATIONAL LTD Common Stock G6797E106 215,280.00 20800 SH Sole 20800 ADELPHIA COMMUNICATIONS CORP Common Stock 6848105 100,500.00 600000 SH Sole 600000 ADVANCEPCS Common Stock 00790K109 12,683,412.00 529800 SH Sole 529800 ADVANTA CORP-CL A Common Stock 7942105 876,402.00 80700 SH Sole 80700 AMDOCS LIMITED Common Stock G02602103 755,000.00 100000 SH Sole 100000 AON CORP Common Stock 37389103 12,204,720.00 414000 SH Sole 414000 ARCH COAL INC Common Stock 39380100 2,037,078.00 89700 SH Sole 89700 BERKSHIRE HATHAWAY INC-DEL- Common Stock 84670108 12,692,000.00 190 SH Sole 190 BIOSITE INC Common Stock 90945106 1,781,332.00 63280 SH Sole 63280 BRIGGS & STRATTON CORP Common Stock 109043109 3,834,000.00 100000 SH Sole 100000 BROOKLINE BANCORP INC Common Stock 113739106 715,990.00 28300 SH Sole 28300 CALL CALPINE CORP JUL 10 Option-Call 1313472GB 1,040.00 104 CALL Sole 104 CALPINE CORP Common Stock 131347106 5,543,155.00 788500 SH Sole 788500 CARDINAL HEALTH INC Common Stock 14149Y108 7,184,970.00 117000 SH Sole 117000 CENTEX CORP Common Stock 152312104 18,943,562.00 327800 SH Sole 327800 CEPHEID Common Stock 15670R107 4,580,359.00 821000 SH Sole 821000 CIRCUIT CITY STORES INC Common Stock 172737306 7,577,500.00 350000 SH Sole 350000 CITIZENS COMMUNICATIONS CO Common Stock 17453B101 6,183,892.00 739700 SH Sole 739700 CYTC CORP Common Stock 232946103 2,095,500.00 275000 SH Sole 275000 DUSA PHARMACEUTICALS INC Common Stock 266898105 130,500.00 45000 SH Sole 45000 ECHOSTAR COMMUNICATIONS CORP Common Stock 278762109 15,215,488.00 819800 SH Sole 819800 ENDOCARE INC Common Stock 29264P104 6,605,000.00 500000 SH Sole 500000 ENTERASYS NETWORKS INC Common Stock 293637104 1,068,000.00 600000 SH Sole 600000 ERIE INDEMNITY CO-CL A Common Stock 29530P102 9,483,715.08 234108 SH Sole 234108 EXULT INC Common Stock 302284104 429,000.00 66000 SH Sole 66000 FAIR ISSAC & CO INC Common Stock 303250104 1,078,136.00 32800 SH Sole 32800 GENERAL MOTORS CORP CL H Common Stock 370442832 2,860,000.00 275000 SH Sole 275000 GETTY REALTY CORP NEW Common Stock 374297109 7,115,850.00 354100 SH Sole 354100 GOODYEAR TIRE & RUBBER CO Common Stock 382550101 935,500.00 50000 SH Sole 50000 H & R BLOCK INC Common Stock 93671105 35,519,809.00 769660 SH Sole 769660 HANOVER COMPRESSOR CO Common Stock 410768105 6,754,455.00 500330 SH Sole 500330 INTERGRAPH CORP Common Stock 458683109 62,670,922.70 3593475 SH Sole 3593475 INTERNATIONAL SPEEDWAY CORP Common Stock 460335201 7,482,660.00 186600 SH Sole 186600 LIBERTY MEDIA CORP Common Stock 530718105 750,000.00 75000 SH Sole 75000 MASSEY ENERGY CORP Common Stock 576206106 4,987,429.70 392711 SH Sole 392711 MED DIVERSIFIED INC Common Stock 58401N102 29,898.00 149490 SH Sole 149490 MICROTUNE INC DEL Common Stock 59514P109 823,551.30 92430 SH Sole 92430 MOBILE MINI INC Common Stock 60740F105 828,153.00 48430 SH Sole 48430 NEOFORMA INC Common Stock 640475505 4,811,106.30 370370 SH Sole 370370 PEABODY ENERGY CORPORATION Common Stock 704549104 7,077,830.00 250100 SH Sole 250100 RYLAND GROUP INC Common Stock 783764103 2,985,000.00 60000 SH Sole 60000 SPRINT CORP Common Stock 852061100 1,591,500.00 150000 SH Sole 150000 STILWILL FINANCIAL INC Common Stock 860831106 1,820,000.00 100000 SH Sole 100000 WADDELL & REED FINANCIAL INC Common Stock 930059100 5,888,148.00 256900 SH Sole 256900 WEIGHT WATCHERS INTL INC NEW Common Stock 948626106 5,221,488.00 120200 SH Sole 120200 Total: 305,802,477.48
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