0001193125-12-060485.txt : 20120214 0001193125-12-060485.hdr.sgml : 20120214 20120214153257 ACCESSION NUMBER: 0001193125-12-060485 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120214 DATE AS OF CHANGE: 20120214 EFFECTIVENESS DATE: 20120214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 12608847 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 d299795d13fhr.txt 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, 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 2/14/2012 ---------------------------------- ----------------------- ----------------- [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: 42 Form 13F Information Table Value Total: 2,956,032 (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 TITLE OF VALUE SHARES OR INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRINCIPAL AMOUNT DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ------------- --------- -------- ---------------- ---------- -------- --------- ------ --------- ANNALY CAP MGMT INC COM 035710409 62,003 3,884,900 SH SOLE 3,884,900 CARMAX INC COM 143130102 20,330 667,000 SH SOLE 667,000 COCA COLA CO COM 191216100 104,311 1,490,800 SH SOLE 1,490,800 COMCAST CORP NEW CL A SPL 20030N200 96,115 4,079,600 SH SOLE 4,079,600 COMCAST CORP NEW CL A 20030N101 45,481 1,918,200 SH SOLE 1,918,200 CYPRESS SEMICONDUCTOR CORP COM 232806109 18,750 1,110,100 SH SOLE 1,110,100 DISH NETWORK CORP CL A 25470M109 19,708 692,000 SH SOLE 692,000 EBAY INC COM 278642103 119,804 3,950,000 SH SOLE 3,950,000 ECHOSTAR CORP CL A 278768106 38,940 1,859,600 SH SOLE 1,859,600 EL PASO CORP COM 28336L109 100,769 3,792,600 SH SOLE 3,792,600 EXPRESS SCRIPTS INC COM 302182100 95,413 2,135,000 SH SOLE 2,135,000 FBR & CO COM 30247C301 3,871 1,888,490 SH SOLE 1,888,490 FISERV INC COM 337738108 63,884 1,087,575 SH SOLE 1,087,575 FLOWSERVE CORP COM 34354P105 18,245 183,700 SH SOLE 183,700 FOREST OIL CORP COM PAR $0.01 346091705 76,612 5,654,054 SH SOLE 5,654,054 GOOGLE INC CL A 38259P508 208,367 322,600 SH SOLE 322,600 KRAFT FOODS INC CL A 50075N104 19,691 527,049 SH SOLE 527,049 LIBERTY MEDIA CORPORATION LIB CAP COM A 530322106 181,817 2,329,500 SH SOLE 2,329,500 LIVE NATION ENTERTAINMENT IN COM 538034109 8,185 985,000 SH SOLE 985,000 LONE PINE RES INC COM 54222A106 24,276 3,463,021 SH SOLE 3,463,021 MAIDEN HOLDINGS LTD SHS G5753U112 41,388 4,724,700 SH SOLE 4,724,700 MUELLER INDS INC COM 624756102 21,515 560,000 SH SOLE 560,000 NEUTRAL TANDEM INC COM 64128B108 4,240 396,620 SH SOLE 396,620 NEWELL RUBBERMAID INC COM 651229106 29,797 1,845,000 SH SOLE 1,845,000 NEWFIELD EXPL CO COM 651290108 8,489 225,000 SH SOLE 225,000 PHI INC COM NON VTG 69336T205 5,816 234,036 SH SOLE 234,036 PHI INC COM VTG 69336T106 5,927 254,279 SH SOLE 254,279 PHILIP MORRIS INTL INC COM 718172109 176,188 2,245,000 SH SOLE 2,245,000 SANDISK CORP COM 80004C101 44,633 907,000 SH SOLE 907,000 SCORPIO TANKERS INC SHS Y7542C106 17,189 3,515,150 SH SOLE 3,515,150 SEACOR HOLDINGS INC COM 811904101 41,177 462,871 SH SOLE 462,871 SOUTHERN UN CO NEW COM 844030106 239,894 5,696,834 SH SOLE 5,696,834 STARBUCKS CORP COM 855244109 104,912 2,280,200 SH SOLE 2,280,200 STATE BK FINL CORP COM 856190103 15,110 1,000,000 SH SOLE 1,000,000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 56,527 4,171,700 SH SOLE 4,171,700 TEKELEC COM 879101103 76,235 6,974,844 SH SOLE 6,974,844 UTI WORLDWIDE INC ORD G87210103 38,384 2,888,200 SH SOLE 2,888,200 VIASAT INC COM 92552V100 5,304 115,000 SH SOLE 115,000 VISA INC COM CL A 92826C839 211,670 2,084,800 SH SOLE 2,084,800 WEBMD HEALTH CORP COM 94770V102 247,000 6,577,901 SH SOLE 6,577,901 WILLIAMS COS INC DEL COM 969457100 187,223 5,670,000 SH SOLE 5,670,000 YAHOO INC COM 984332106 50,842 3,152,000 SH SOLE 3,152,000