-----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, QHRM2P9ceIfW9xy0W1reFQUi7TPk0ds9NEpCgqlRLWJBIvNGBcj9Lsc+4AJ2l3cn sTHKRSV0fn8zUDdc+uHz7A== 0000950123-11-013475.txt : 20110214 0000950123-11-013475.hdr.sgml : 20110214 20110214140706 ACCESSION NUMBER: 0000950123-11-013475 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20101231 FILED AS OF DATE: 20110214 DATE AS OF CHANGE: 20110214 EFFECTIVENESS DATE: 20110214 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: 11605668 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 y89664e13fvhr.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 DECEMBER 31, 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 2/14/2011 - ---------------------------------- ----------------------- ----------------- [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: 37 Form 13F Information Table Value Total: 2,167,034 (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 - ---------------------------- ------------- --------- -------- ---------------- ---------- -------- ---------- ------ --------- ARBITRON INC COM 03875Q108 14,660 353,091 SH SOLE 353,091 BERKLEY W R CORP COM 084423102 5,065 185,000 SH SOLE 185,000 CAPITOL FED FINL COM 14057J101 11,910 1,000,000 SH SOLE 1,000,000 COCA COLA CO COM 191216100 101,628 1,545,200 SH SOLE 1,545,200 COMCAST CORP NEW CL A 20030N101 43,200 1,966,300 SH SOLE 1,966,300 COMCAST CORP NEW CL A SPL 20030N200 136,763 6,572,000 SH SOLE 6,572,000 CYPRESS SEMICONDUCTOR CORP COM 232806109 35,479 1,909,500 SH SOLE 1,909,500 EBAY INC COM 278642103 77,006 2,767,000 SH SOLE 2,767,000 ECHOSTAR CORP CL A 278768106 33,455 1,339,800 SH SOLE 1,339,800 EXCO RESOURCES INC COM 269279402 21,653 1,115,000 SH SOLE 1,115,000 EXTERRAN HLDGS INC COM 30225X103 36,979 1,544,010 SH SOLE 1,544,010 FBR CAPITAL MARKETS CORP COM 30247C301 7,214 1,888,490 SH SOLE 1,888,490 FISERV INC COM 337738108 96,343 1,645,200 SH SOLE 1,645,200 FLOWSERVE CORP COM 34354P105 24,059 201,800 SH SOLE 201,800 KRAFT FOODS INC CL A 50075N104 16,607 527,049 SH SOLE 527,049 LIBERTY MEDIA CORP NEW CAP COM SER A 53071M302 156,003 2,493,661 SH SOLE 2,493,661 MAIDEN HOLDINGS LTD SHS G5753U112 38,171 4,856,400 SH SOLE 4,856,400 NEUTRAL TANDEM INC COM 64128B108 2,212 153,200 SH SOLE 153,200 ONLINE RES CORP COM 68273G101 2,480 533,394 SH SOLE 533,394 PHI INC COM VTG 69336T106 5,373 254,279 SH SOLE 254,279 PHI INC COM NON VTG 69336T205 3,033 160,968 SH SOLE 160,968 PHILIP MORRIS INTL INC COM 718172109 143,328 2,448,800 SH SOLE 2,448,800 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2,724 50,000 SH SOLE 50,000 QLT INC COM 746927102 2,199 300,000 SH SOLE 300,000 SCORPIO TANKERS INC SHS Y7542C106 18,176 1,797,794 SH SOLE 1,797,794 SEACOR HOLDINGS INC COM 811904101 57,691 570,686 SH SOLE 570,686 SOUTHERN UN CO NEW COM 844030106 155,454 6,458,400 SH SOLE 6,458,400 STARBUCKS CORP COM 855244109 71,341 2,220,400 SH SOLE 2,220,400 SUNPOWER CORP COM CL A 867652109 3,467 270,200 SH SOLE 270,200 SUNPOWER CORP COM CL B 867652307 1,241 100,000 SH SOLE 100,000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 51,653 4,220,000 SH SOLE 4,220,000 TEKELEC COM 879101103 83,070 6,974,844 SH SOLE 6,974,844 UTI WORLDWIDE INC ORD G87210103 33,602 1,585,000 SH SOLE 1,585,000 VISA INC COM CL A 92826C839 121,054 1,720,000 SH SOLE 1,720,000 WEATHERFORD INTERNATIONAL LT REG H27013103 123,407 5,412,600 SH SOLE 5,412,600 WEBMD HEALTH CORP COM 94770V102 175,954 3,446,028 SH SOLE 3,446,028 WILLIAMS COS INC DEL COM 969457100 253,380 10,250,000 SH SOLE 10,250,000 VALUE TOTAL ENTRY TOTAL - ----------- ----------- 2,167,034 37
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