0000950123-23-008069.txt : 20230814
0000950123-23-008069.hdr.sgml : 20230814
20230814160003
ACCESSION NUMBER: 0000950123-23-008069
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
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: 231169432
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
06-30-2023
06-30-2023
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 $0.09 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING AFTERNEXT HEALTHTECH ACQUISI SHARES WAS $10.36. NOTE: COLUMN 4 FOR THE NET POWER INC WARRANTS POSITION REFLECTS THE MARKET VALUE OF $3.36 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING NET POWER INC SHARES WAS $13.00.
GINO LABRUZZO
CHIEF OPERATING OFFICER
203-862-5800
/s/ GINO LABRUZZO
GREENWICH
CT
08-14-2023
0
29
2474009565
false
INFORMATION TABLE
2
25920.xml
INFORMATION TABLE FOR FORM 13F
ADOBE SYSTEMS INCORPORATED
COM
00724F101
45378272
92800
SH
SOLE
92800
0
0
AFTERNEXT HEALTHTECH ACQUISI
SHS CL A
G01109100
5180000
500000
SH
SOLE
500000
0
0
AFTERNEXT HEALTHTECH ACQUISI
*W EXP 99/99/999
G01109126
13515
156067
SH
SOLE
156067
0
0
ALPHABET INC
CAP STK CL A
02079K305
128222640
1071200
SH
SOLE
1071200
0
0
ALTUS POWER INC
COM CL A
02217A102
5847120
1082800
SH
SOLE
1082800
0
0
APPLOVIN CORP
COM CL A
03831W108
51439416
1999200
SH
SOLE
1999200
0
0
ASBURY AUTOMOTIVE GROUP INC
COM
043436104
14256906
59300
SH
SOLE
59300
0
0
ATI INC
COM
01741R102
64628876
1461200
SH
SOLE
1461200
0
0
BRUNSWICK CORP
COM
117043109
180040779
2078033
SH
SOLE
2078033
0
0
CDW CORP
COM
12514G108
28442500
155000
SH
SOLE
155000
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
115245104
756400
SH
SOLE
756400
0
0
DORIAN LPG LTD
SHS USD
Y2106R110
10483155
408700
SH
SOLE
408700
0
0
EQUIFAX INC
COM
294429105
83625620
355400
SH
SOLE
355400
0
0
FAIR ISAAC CORP
COM
303250104
224703860
277683
SH
SOLE
277683
0
0
FISERV INC
COM
337738108
114582045
908300
SH
SOLE
908300
0
0
HOWMET AEROSPACE INC
COM
443201108
300839112
6070200
SH
SOLE
6070200
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
104271068
922100
SH
SOLE
922100
0
0
IQVIA HLDGS INC
COM
46266C105
54798926
243800
SH
SOLE
243800
0
0
LITHIA MTRS INC
COM
536797103
24328800
80000
SH
SOLE
80000
0
0
MICROSOFT CORP
COM
594918104
191281318
561700
SH
SOLE
561700
0
0
NET POWER INC
COM CL A
64107A105
25669800
1974600
SH
SOLE
1974600
0
0
NET POWER INC
*W EXP 06/08/2026
64107A113
1968288
585800
SH
SOLE
585800
0
0
PROGRESSIVE CORP
COM
743315103
78402751
592300
SH
SOLE
592300
0
0
ROGERS CORP
COM
775133101
71540674
441800
SH
SOLE
441800
0
0
SALESFORCE INC
COM
79466L302
132861414
628900
SH
SOLE
628900
0
0
STANLEY BLACK & DECKER INC
COM
854502101
41232400
440000
SH
SOLE
440000
0
0
TENET HEALTHCARE CORP
COM NEW
88033G407
65079586
799700
SH
SOLE
799700
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
84015872
174800
SH
SOLE
174800
0
0
VISA INC
COM CL A
92826C839
225629748
950100
SH
SOLE
950100
0
0