0000919574-23-003138.txt : 20230515 0000919574-23-003138.hdr.sgml : 20230515 20230512174910 ACCESSION NUMBER: 0000919574-23-003138 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COBALT CAPITAL MANAGEMENT, INC. CENTRAL INDEX KEY: 0001086762 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04967 FILM NUMBER: 23917405 BUSINESS ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 212-808-3756 MAIL ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 FORMER COMPANY: FORMER CONFORMED NAME: COBALT CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19990622 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001086762 XXXXXXXX 03-31-2023 03-31-2023 false COBALT CAPITAL MANAGEMENT, INC.

636 MORRIS TURNPIKE SUITE 3B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 000157543 801-74012 N Wayne Cooperman 212-808-3756 /s/ Wayne Cooperman Short Hills NJ 05-12-2023 1 27 274947898 1 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 427950 5000 SH SOLE 1 5000 0 0 AGNICO EAGLE MINES LTD COM 008474108 3058200 60000 SH SOLE 1 60000 0 0 AIR LEASE CORP CL A 00912X302 33776940 857936 SH SOLE 1 857936 0 0 ALBEMARLE CORP COM 012653101 8841600 40000 SH SOLE 1 40000 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 8842400 140000 SH SOLE 1 140000 0 0 AUTONATION INC COM 05329W102 13436000 100000 SH SOLE 1 100000 0 0 AVIS BUDGET GROUP COM 053774105 8279000 42500 SH SOLE 1 42500 0 0 BIO RAD LABS INC CL A 090572207 2395100 5000 SH SOLE 1 5000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 2440500 50000 SH SOLE 1 50000 0 0 CHESAPEAKE ENERGY CORP COM 165167735 7604000 100000 SH SOLE 1 100000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 17460000 500000 SH SOLE 1 500000 0 0 EQT CORP COM 26884L109 2233700 70000 SH SOLE 1 70000 0 0 FTAI AVIATION LTD SHS G3730V105 3495000 125000 SH SOLE 1 125000 0 0 GOLAR LNG LTD SHS G9456A100 19008000 880000 SH SOLE 1 880000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 5660500 25000 SH SOLE 1 25000 0 0 JPMORGAN CHASE & CO COM 46625H100 2559028 19638 SH SOLE 1 19638 0 0 MARATHON PETE CORP COM 56585A102 24943550 185000 SH SOLE 1 185000 0 0 MR COOPER GROUP INC COM 62482R107 18436500 450000 SH SOLE 1 450000 0 0 NUTRIEN LTD COM 67077M108 11816000 160000 SH SOLE 1 160000 0 0 SALESFORCE INC COM 79466L302 4195380 21000 SH SOLE 1 21000 0 0 SPDR GOLD TR GOLD SHS 78463V107 49469400 270000 SH SOLE 1 270000 0 0 SPDR SER TR S&P REGL BKG 78464A698 5263200 120000 SH SOLE 1 120000 0 0 TOLL BROTHERS INC COM 889478103 1500750 25000 SH SOLE 1 25000 0 0 UNITED AIRLS HLDGS INC COM 910047109 7743750 175000 SH SOLE 1 175000 0 0 VERMILION ENERGY INC COM 923725105 3437050 265000 SH SOLE 1 265000 0 0 VISTRA CORP COM 92840M102 2400000 100000 SH SOLE 1 100000 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 6224400 180000 SH SOLE 1 180000 0 0