0000950123-23-005257.txt : 20230515 0000950123-23-005257.hdr.sgml : 20230515 20230515160004 ACCESSION NUMBER: 0000950123-23-005257 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23921636 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 03-31-2023 03-31-2023 false KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE AFTERNEXT HEALTHTECH ACQUISI WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.17 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING AFTERNEXT HEALTHTECH ACQUISI SHARES WAS $10.22. NOTE: COLUMN 4 FOR THE RICE ACQUISITION CORP II WARRANTS POSITION REFLECTS THE MARKET VALUE OF $1.46 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING RICE ACQUISITION CORP II SHARES WAS $10.24. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 05-15-2023 0 28 2243795086 false INFORMATION TABLE 2 23433.xml INFORMATION TABLE FOR FORM 13F AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5175408 506400 SH SOLE 506400 0 0 AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 26351 158167 SH SOLE 158167 0 0 ALPHABET INC CAP STK CL A 02079K305 76708335 739500 SH SOLE 739500 0 0 ALTUS POWER INC COM CL A 02217A102 6010464 1096800 SH SOLE 1096800 0 0 APPLOVIN CORP COM CL A 03831W108 25743375 1634500 SH SOLE 1634500 0 0 ATI INC COM 01741R102 56439638 1430300 SH SOLE 1430300 0 0 AUTOZONE INC COM 053332102 25810575 10500 SH SOLE 10500 0 0 BRUNSWICK CORP COM 117043109 172604506 2104933 SH SOLE 2104933 0 0 CHAMPIONX CORPORATION COM 15872M104 20721894 763800 SH SOLE 763800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 120737360 766100 SH SOLE 766100 0 0 DORIAN LPG LTD SHS USD Y2106R110 8149478 408700 SH SOLE 408700 0 0 EQUIFAX INC COM 294429105 73022400 360000 SH SOLE 360000 0 0 FAIR ISAAC CORP COM 303250104 197647724 281273 SH SOLE 281273 0 0 FISERV INC COM 337738108 78634971 695700 SH SOLE 695700 0 0 HOWMET AEROSPACE INC COM 443201108 260516182 6148600 SH SOLE 6148600 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 97406860 934000 SH SOLE 934000 0 0 IQVIA HLDGS INC COM 46266C105 68497716 344400 SH SOLE 344400 0 0 MICROSOFT CORP COM 594918104 137576760 477200 SH SOLE 477200 0 0 PAYPAL HLDGS INC COM 70450Y103 97377862 1282300 SH SOLE 1282300 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 23898725 2335000 SH SOLE 2335000 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 869066 593300 SH SOLE 593300 0 0 ROGERS CORP COM 775133101 73134925 447500 SH SOLE 447500 0 0 SALESFORCE INC COM 79466L302 114673720 574000 SH SOLE 574000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 25678464 57400 SH SOLE 57400 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 38444740 647000 SH SOLE 647000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 169234479 358100 SH SOLE 358100 0 0 VISA INC COM CL A 92826C839 216960158 962300 SH SOLE 962300 0 0 WOODWARD INC COM 980745103 52092950 535000 SH SOLE 535000 0 0