0000919574-23-006176.txt : 20231114 0000919574-23-006176.hdr.sgml : 20231114 20231113173749 ACCESSION NUMBER: 0000919574-23-006176 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231114 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: 231400325 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 09-30-2023 09-30-2023 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 11-13-2023 1 25 262170839 1 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 13787400 220000 SH SOLE 1 220000 0 0 AIR LEASE CORP CL A 00912X302 45961124 1166230 SH SOLE 1 1166230 0 0 AUTONATION INC COM 05329W102 12112000 80000 SH SOLE 1 80000 0 0 AVIS BUDGET GROUP COM 053774105 5579375 31050 SH SOLE 1 31050 0 0 CHENIERE ENERGY INC COM NEW 16411R208 13276800 80000 SH SOLE 1 80000 0 0 CHUBB LIMITED COM H1467J104 7286300 35000 SH SOLE 1 35000 0 0 CONSTELLIUM SE CL A SHS F21107101 4550000 250000 SH SOLE 1 250000 0 0 CRH PLC ORD G25508105 7662200 140000 SH SOLE 1 140000 0 0 FTAI AVIATION LTD SHS G3730V105 10131750 285000 SH SOLE 1 285000 0 0 GOLAR LNG LTD SHS G9456A100 16496800 680000 SH SOLE 1 680000 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 4678800 210000 SH SOLE 1 210000 0 0 KKR & CO INC COM 48251W104 2464000 40000 SH SOLE 1 40000 0 0 LITHIA MTRS INC COM 536797103 10927210 37000 SH SOLE 1 37000 0 0 MARATHON PETE CORP COM 56585A102 3026800 20000 SH SOLE 1 20000 0 0 MR COOPER GROUP INC COM 62482R107 1606800 30000 SH SOLE 1 30000 0 0 NETFLIX INC COM 64110L106 1888000 5000 SH SOLE 1 5000 0 0 NVIDIA CORPORATION COM 67066G104 1739960 4000 SH SOLE 1 4000 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 2792000 200000 SH SOLE 1 200000 0 0 SM ENERGY CO COM 78454L100 7930000 200000 SH SOLE 1 200000 0 0 SPDR GOLD TR GOLD SHS 78463V107 51435000 300000 SH SOLE 1 300000 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 1976700 30000 SH SOLE 1 30000 0 0 TOLL BROTHERS INC COM 889478103 5325120 72000 SH SOLE 1 72000 0 0 UNITED AIRLS HLDGS INC COM 910047109 6345000 150000 SH SOLE 1 150000 0 0 VALERO ENERGY CORP COM 91913Y100 9919700 70000 SH SOLE 1 70000 0 0 VISTRA CORP COM 92840M102 13272000 400000 SH SOLE 1 400000 0 0