0000950123-11-050778.txt : 20110516 0000950123-11-050778.hdr.sgml : 20110516 20110516162717 ACCESSION NUMBER: 0000950123-11-050778 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 EFFECTIVENESS DATE: 20110516 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: 11847358 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 y91328e13fvhr.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 March 31, 2011 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 5/16/2011 ---------------------------------- ----------------------- ----------------- [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: 33 Form 13F Information Table Value Total: 2,258,493 (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 ---------------------------- ------------- --------- -------- ---------------- ---------- -------- ---------- ------ --------- COCA COLA CO COM 191216100 100,978 1,521,900 SH SOLE 1,521,900 COMCAST CORP NEW CL A 20030N101 49,724 2,011,500 SH SOLE 2,011,500 COMCAST CORP NEW CL A SPL 20030N200 147,589 6,356,100 SH SOLE 6,356,100 CYPRESS SEMICONDUCTOR CORP COM 232806109 21,514 1,110,100 SH SOLE 1,110,100 EBAY INC COM 278642103 105,691 3,405,000 SH SOLE 3,405,000 ECHOSTAR CORP CL A 278768106 69,833 1,845,000 SH SOLE 1,845,000 EL PASO CORP COM 28336L109 45,090 2,505,000 SH SOLE 2,505,000 FBR CAPITAL MARKETS CORP COM 30247C301 6,761 1,888,490 SH SOLE 1,888,490 FISERV INC COM 337738108 93,390 1,489,000 SH SOLE 1,489,000 FLOWSERVE CORP COM 34354P105 23,480 182,300 SH SOLE 182,300 GOOGLE INC CL A 38259P508 7,621 13,000 SH SOLE 13,000 KRAFT FOODS INC CL A 50075N104 16,528 527,049 SH SOLE 527,049 LIBERTY MEDIA COR NEW CAP COM SER A 53071M302 211,035 2,864,600 SH SOLE 2,864,600 LIVE NATION ENTERTAINMENT IN COM 538034109 5,817 581,700 SH SOLE 581,700 MAIDEN HOLDINGS LTD SHS G5753U112 38,751 5,173,700 SH SOLE 5,173,700 MBIA INC COM 55262C100 2,926 291,400 SH SOLE 291,400 PFIZER INC COM 717081103 15,943 785,000 SH SOLE 785,000 PHI INC COM VTG 69336T106 5,759 254,279 SH SOLE 254,279 PHI INC COM NON VTG 69336T205 4,535 205,000 SH SOLE 205,000 PHILIP MORRIS INTL INC COM 718172109 161,430 2,459,700 SH SOLE 2,459,700 SCHLUMBERGER LTD COM 806857108 4,663 50,000 SH SOLE 50,000 SCORPIO TANKERS INC SHS Y7542C106 18,959 1,837,094 SH SOLE 1,837,094 SEACOR HOLDINGS INC COM 811904101 49,326 533,486 SH SOLE 533,486 SOUTHERN UN CO NEW COM 844030106 179,350 6,266,600 SH SOLE 6,266,600 STARBUCKS CORP COM 855244109 83,936 2,271,600 SH SOLE 2,271,600 SUNPOWER CORP COM CL B 867652307 1,667 100,000 SH SOLE 100,000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 65,439 4,257,600 SH SOLE 4,257,600 TEKELEC COM 879101103 56,636 6,974,844 SH SOLE 6,974,844 UTI WORLDWIDE INC ORD G87210103 32,797 1,620,400 SH SOLE 1,620,400 VISA INC COM CL A 92826C839 144,295 1,960,000 SH SOLE 1,960,000 WEBMD HEALTH CORP COM 94770V102 149,400 2,796,700 SH SOLE 2,796,700 WELLS FARGO & CO NEW COM 949746101 12,501 394,356 SH SOLE 394,356 WILLIAMS COS INC DEL COM 969457100 325,129 10,427,500 SH SOLE 10,427,500 ENTRY VALUE TOTAL TOTAL -------------------- ------- 2,258,493 33