13F-HR filed by KENSICO CAPITAL MANAGEMENT CORP
KENSICO CAPITAL MANAGEMENT CORP filed this 13F-HR for the quarter ended 2014-03-31, filed 2014-05-15, with 33 holding rows worth $4,399,087,000.
- Accession
- 0000950123-14-006270
- Filer
- CIK 1113000
- Filed
- 2014-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2014
A holdings report, 33 entries on the cover page, a total value of $4,399,087,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,399,085,000 with VALUE read as thousands by filing date, 13F file number 028-10067. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 7,025,000 | $596,914,000 | thousands by filing date | |
| SanDisk Corporation | 80004C101 | COM | 6,685,000 | $542,755,000 | thousands by filing date | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 10,582,400 | $529,226,000 | thousands by filing date | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 8,081,400 | $447,305,000 | thousands by filing date | |
| EXPRESS SCRIPTS HLDG CO | 30219G108 | COM | 3,717,500 | $279,147,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,215,100 | $262,291,000 | thousands by filing date | |
| TWENTY FIRST CENTY FOX INC | 90130A101 | CL A | 7,059,900 | $225,705,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 5,400,000 | $221,346,000 | thousands by filing date | |
| WEBMD HEALTH CORP | 94770V102 | COM | 5,117,187 | $211,852,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DELAWARE | 531229102 | CL A | 964,000 | $126,024,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 1,215,000 | $99,472,000 | thousands by filing date | |
| SCORPIO TANKERS INC | Y7542C106 | COMMON STOCK-FO | 9,887,300 | $98,576,000 | thousands by filing date | |
| ECHOSTAR CORP | 278768106 | CL A | 2,004,300 | $95,325,000 | thousands by filing date | |
| NOBLE CORP PLC | G65431101 | SHS USD | 2,560,000 | $83,814,000 | thousands by filing date | |
| WALGREEN CO | 931422109 | COM | 1,220,000 | $80,557,000 | thousands by filing date | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,260,000 | $70,459,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 3,189,700 | $69,950,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 667,800 | $65,030,000 | thousands by filing date | |
| DOLLAR TREE INC COM | 256746108 | Stock | 946,728 | $49,400,000 | thousands by filing date | |
| UTI WORLDWIDE INC | G87210103 | ORD | 4,274,600 | $45,268,000 | thousands by filing date | |
| NATIONAL GEN HLDGS CORP | 636220303 | COM | 3,008,000 | $42,112,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 12,000,000 | $38,400,000 | thousands by filing date | |
| Plains Group Hldgs LP | 72651A108 | UT LTD PTNR | 1,000,000 | $27,980,000 | thousands by filing date | |
| LEUCADIA NATL CORP | 527288104 | COM | 750,000 | $21,000,000 | thousands by filing date | |
| KINDER MORGAN INC DEL | 49456B119 | *W EXP 05/25/201 | 9,471,500 | $16,765,000 | thousands by filing date | |
| ARDMORE SHIPPING CORP | Y0207T100 | COM | 1,125,000 | $14,962,000 | thousands by filing date | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 707,925 | $12,190,000 | thousands by filing date | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 215,000 | $10,894,000 | thousands by filing date | |
| CHENIERE ENERGY PTNRS LP HLD | 16411W108 | COM REP LLC IN | 250,000 | $5,398,000 | thousands by filing date | |
| DREAMWORKS ANIMATION SKG INC | 26153C103 | CL A | 158,000 | $4,195,000 | thousands by filing date | |
| SEACOR HOLDINGS INC | 811904101 | COM | 32,907 | $2,844,000 | thousands by filing date | |
| DYNAGAS LNG PARTNERS LP | Y2188B108 | CMN | 63,000 | $1,365,000 | thousands by filing date | |
| RUBICON TECHNOLOGY INC | 78112T107 | COM | 50,000 | $564,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000950123-14-006270 | this filing | 2014-05-15 | acceptance time not in the bulk data set |