0001172661-13-000474.txt : 20130214 0001172661-13-000474.hdr.sgml : 20130214 20130214094445 ACCESSION NUMBER: 0001172661-13-000474 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KARSCH CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001167235 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10078 FILM NUMBER: 13606960 BUSINESS ADDRESS: STREET 1: 110 EAST 59TH STREET STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 507-9754 MAIL ADDRESS: STREET 1: 110 EAST 59TH STREET STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 karschcapital4q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Karsch Capital Management, LP Address: 110 East 59th Street 27th Floor New York, NY 10022 13F File Number: 028-10078 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael A. Karsch Title: Principal Phone: (212) 507-9782 Signature, Place, and Date of Signing: /s/ Michael A. Karsch New York, NY/USA February 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 30 Form 13F Information Table Value Total: $1,482,502 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN INTL GROUP INC COM NEW 026874784 121140 3431723 SH SOLE 3431723 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108 17184 196590 SH SOLE 196590 0 0 AUTODESK INC COM 052769106 39719 1123580 SH SOLE 1123580 0 0 CARMAX INC COM 143130102 19862 529089 SH SOLE 529089 0 0 CVS CAREMARK CORPORATION COM 126650100 10817 223720 SH SOLE 223720 0 0 EQUINIX INC COM NEW 29444u502 22511 109170 SH SOLE 109170 0 0 EXPEDIA INC DEL COM NEW 30212p303 42329 688840 SH SOLE 688840 0 0 EXPRESS SCRIPTS HLDG CO COM 30219g108 84748 1569411 SH SOLE 1569411 0 0 FACEBOOK INC CL A 30303m102 62268 2338270 SH SOLE 2338270 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964c106 35647 1219937 SH SOLE 1219937 0 0 GOLAR LNG LTD BERMUDA SHS g9456a100 20134 547410 SH SOLE 547410 0 0 HARRY WINSTON DIAMOND CORP COM 41587b100 18732 1331352 SH SOLE 1331352 0 0 HUBBELL INC CL B 443510201 20581 243190 SH SOLE 243190 0 0 INGERSOLL-RAND PLC SHS g47791101 62358 1300207 SH SOLE 1300207 0 0 ISHARES TR CORE S&P500 ETF 464287200 10163 71000 SH SOLE 71000 0 0 LINKEDIN CORP COM CL A 53578a108 21249 185067 SH SOLE 185067 0 0 MASTERCARD INC CL A 57636q104 36390 74071 SH SOLE 74071 0 0 MCDONALDS CORP COM 580135101 12411 140700 SH CALL SOLE 140700 0 0 MERCK & CO INC NEW COM 58933y105 36616 894394 SH SOLE 894394 0 0 MOODYS CORP COM 615369105 63772 1267330 SH SOLE 1267330 0 0 PFIZER INC COM 717081103 79378 3165000 SH SOLE 3165000 0 0 PPG INDS INC COM 693506107 128142 946745 SH SOLE 946745 0 0 PVH CORP COM 693656100 85035 766010 SH SOLE 766010 0 0 QUALCOMM INC COM 747525103 117609 1896307 SH SOLE 1896307 0 0 SHERWIN WILLIAMS CO COM 824348106 45417 295260 SH SOLE 295260 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 125933 884300 SH PUT SOLE 884300 0 0 TYCO INTERNATIONAL LTD SHS h89128104 95259 3256735 SH SOLE 3256735 0 0 VIACOM INC NEW CL B 92553p201 4728 89650 SH SOLE 89650 0 0 VISA INC COM CL A 92826c839 26244 173137 SH SOLE 173137 0 0 WEYERHAEUSER CO COM 962166104 16126 579650 SH SOLE 579650 0 0