-----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, GLluTl8TD65dvPkMLKMVLRZaA1n6sJIHKMpIhByftSsWRXMxOz2wTjKWktJT4Tmk n44351bcF7eO1zpngbDtyg== 0000950123-10-105669.txt : 20101115 0000950123-10-105669.hdr.sgml : 20101115 20101115161146 ACCESSION NUMBER: 0000950123-10-105669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101115 DATE AS OF CHANGE: 20101115 EFFECTIVENESS DATE: 20101115 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: 101192536 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 y87730e13fvhr.txt FORM 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 SEPTEMBER 30, 2010 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 SIGNORILE Title: CHIEF OPERATING OFFICER Phone: (203) 862-5800 Signature, Place, and Date of Signing: /s/ Joseph Signorile GREENWICH, CT 11/15/2010 - ---------------------------------- ----------------------- ----------------- [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: 0 Form 13F Information Table Entry Total: 44 Form 13F Information Table Value Total: 2,084,526 (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- ________________ ______________________________________
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ---------------------------- ------------- --------- -------- ----------------- ---------- -------- -------------------------- VOTING AUTHORITY TITLE OF VALUE SHARES OR INVESTMENT OTHER -------------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRINCIPAL AMOUNT DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- ------------- --------- -------- ------------------ ---------- -------- --------- ------ --------- AMBAC FINL GROUP INC COM 023139108 573 1,031,700 SH SOLE 1,031,700 AMERICAN COMMERCIAL LINES COM PAR $0.01 025195405 4,525 162,300 SH SOLE 162,300 ARBITRON INC COM 03875Q108 9,876 353,091 SH SOLE 353,091 ASPEN TECHNOLOGY INC COM 045327103 3,111 300,000 SH SOLE 300,000 CIT GROUP INC COM NEW 125581801 36,497 894,100 SH SOLE 894,100 SEACOR HOLDINGS INC COM 811904101 119,906 1,408,013 SH SOLE 1,408,013 COMCAST CORP NEW CL A 20030N101 35,759 1,977,800 SH SOLE 1,977,800 COMCAST CORP NEW CL A SPL 20030N200 93,453 5,494,000 SH SOLE 5,494,000 CYPRESS SEMICONDUCTOR CORP COM 232806109 31,753 2,524,100 SH SOLE 2,524,100 EBAY INC COM 278642103 67,915 2,783,400 SH SOLE 2,783,400 E M C CORP MASS COM 268648102 15,436 760,000 SH SOLE 760,000 EXTERRAN HLDGS INC COM 30225X103 35,271 1,553,110 SH SOLE 1,553,110 FBR CAPITAL MARKETS CORP COM 30247C301 5,870 1,869,390 SH SOLE 1,869,390 FISERV INC COM 337738108 91,435 1,698,900 SH SOLE 1,698,900 FLOWSERVE CORP COM 34354P105 22,212 203,000 SH SOLE 203,000 GENZYME CORP COM 372917104 24,777 350,000 SH CALL SOLE SPDR GOLD TRUST GOLD SHS 78463V107 113,763 889,400 SH SOLE 889,400 HOLOGIC INC COM 436440101 5,024 313,800 SH SOLE 313,800 INTEROIL CORP COM 460951106 101,633 1,485,000 SH SOLE 1,485,000 KRAFT FOODS INC CL A 50075N104 16,265 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 102,726 1,755,400 SH SOLE 1,755,400 LIBERTY MEDIA CORP NEW INT COM SER A 53071M302 93,098 1,788,288 SH SOLE 1,788,288 LIZ CLAIBORNE INC COM 539320101 3,526 580,000 SH SOLE 580,000 MBIA INC COM 55262C100 2,929 291,400 SH SOLE 291,400 MAIDEN HOLDINGS LTD SHS G5753U112 37,198 4,888,000 SH SOLE 4,888,000 ONLINE RES CORP COM 68273G101 5,140 1,157,600 SH SOLE 1,157,600 PHI INC COM VTG 69336T106 3,915 249,532 SH SOLE 249,532 PHI INC COM NON VTG 69336T205 904 55,900 SH SOLE 55,900 PHILIP MORRIS INTL INC COM 718172109 148,386 2,648,800 SH SOLE 2,648,800 QLT INC COM 746927102 1,435 227,708 SH SOLE 227,708 ECHOSTAR CORP CL A 278768106 25,563 1,339,800 SH SOLE 1,339,800 STARBUCKS CORP COM 855244109 57,130 2,233,400 SH SOLE 2,233,400 SUNPOWER CORP COM CL A 867652109 3,891 270,200 SH SOLE 270,200 SUNPOWER CORP COM CL B 867652307 1,386 100,000 SH SOLE 100,000 SCORPIO TANKERS INC SHS Y7542C106 10,198 903,294 SH SOLE 903,294 SOUTHERN UN CO NEW COM 844030106 164,806 6,849,800 SH SOLE 6,849,800 TEKELEC COM 879101103 86,481 6,672,944 SH SOLE 6,672,944 NEUTRAL TANDEM INC COM 64128B108 4,406 368,700 SH SOLE 368,700 UTI WORLDWIDE INC ORD G87210103 25,487 1,585,000 SH SOLE 1,585,000 VISA INC COM CL A 92826C839 111,167 1,497,000 SH SOLE 1,497,000 WEBMD HEALTH CORP COM 94770V102 172,906 3,467,128 SH SOLE 3,467,128 WELLS FARGO & CO NEW COM 949746101 9,910 394,356 SH SOLE 394,356 WEATHERFORD INTERNATIONAL LT REG H27013103 110,324 6,451,700 SH SOLE 6,451,700 WILLIAMS COS INC DEL COM 969457100 66,560 3,483,000 SH SOLE 3,483,000
VALUE TOTAL ENTRY TOTAL - ----------- ----------- 2,084,526 44 -----END PRIVACY-ENHANCED MESSAGE-----