0000950123-23-002586.txt : 20230214 0000950123-23-002586.hdr.sgml : 20230214 20230214160008 ACCESSION NUMBER: 0000950123-23-002586 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23628355 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 primary_doc.xml X0202 13F-HR LIVE 0001113000 XXXXXXXX 12-31-2022 12-31-2022 false KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE MSD ACQUISITION CORP WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.08 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING MSD ACQUISITION SHARES WAS $10.10. NOTE: COLUMN 4 FOR THE AFTERNEXT HEALTHTECH ACQUISI WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.08 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING AFTERNEXT HEALTHTECH ACQUISI SHARES WAS $10.02. NOTE: COLUMN 4 FOR THE RICE ACQUISITION CORP II WARRANTS POSITION REFLECTS THE MARKET VALUE OF $1.25 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING RICE ACQUISITION CORP II SHARES WAS $10.17. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 02-14-2023 0 31 2095087441 false INFORMATION TABLE 2 21144.xml INFORMATION TABLE FOR FORM 13F AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5346672 533600 SH SOLE 533600 0 0 AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 12500 166667 SH SOLE 166667 0 0 ALTUS POWER INC COM CL A 02217A102 7349996 1127300 SH SOLE 1127300 0 0 APPLOVIN CORP COM CL A 03831W108 15689700 1490000 SH SOLE 1490000 0 0 ATI INC COM 01741R102 23768560 796000 SH SOLE 796000 0 0 BRUNSWICK CORP COM 117043109 155947459 2163533 SH SOLE 2163533 0 0 BURLINGTON STORES INC COM 122017106 28203916 139100 SH SOLE 139100 0 0 CHENIERE ENERGY INC COM NEW 16411R208 118078504 787400 SH SOLE 787400 0 0 CIGNA CORP NEW COM 125523100 72430924 218600 SH SOLE 218600 0 0 DORIAN LPG LTD SHS USD Y2106R110 32631900 1722000 SH SOLE 1722000 0 0 EQUIFAX INC COM 294429105 34596080 178000 SH SOLE 178000 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 15169470 2264100 SH SOLE 2264100 0 0 FAIR ISAAC CORP COM 303250104 175683230 293500 SH SOLE 293500 0 0 FISERV INC COM 337738108 45552249 450700 SH SOLE 450700 0 0 HOWMET AEROSPACE INC COM 443201108 284185510 7211000 SH SOLE 7211000 0 0 IAC INC COM NEW 44891N208 5962920 134300 SH SOLE 134300 0 0 ILLUMINA INC COM 452327109 23273220 115100 SH SOLE 115100 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 112253978 1094200 SH SOLE 1094200 0 0 IQVIA HLDGS INC COM 46266C105 97466173 475700 SH SOLE 475700 0 0 MICROSOFT CORP COM 594918104 117607728 490400 SH SOLE 490400 0 0 MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 21608950 2139500 SH SOLE 2139500 0 0 MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125 30000 400000 SH SOLE 400000 0 0 NEXTERA ENERGY INC COM 65339F101 39283640 469900 SH SOLE 469900 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 24408000 2400000 SH SOLE 2400000 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 781250 625000 SH SOLE 625000 0 0 ROGERS CORP COM 775133101 49788648 417200 SH SOLE 417200 0 0 SCHLUMBERGER LTD COM STK 806857108 57934602 1083700 SH SOLE 1083700 0 0 SEALED AIR CORP NEW COM 81211K100 126844840 2543000 SH SOLE 2543000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 26474042 66200 SH SOLE 66200 0 0 UNITEDHEALTH GROUP INC COM 91324P102 171248140 323000 SH SOLE 323000 0 0 VISA INC COM CL A 92826C839 205474640 989000 SH SOLE 989000 0 0