# EDGAR Filing Document

**Accession Number:** 0001113000
**File Stem:** 0001438934-25-002564
**Filing Date:** 2025-8
**Character Count:** 18806
**Document Hash:** 7ba2adaf446ea5f881f380761c3f330d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-002564.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001438934-25-002564

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KENSICO CAPITAL MANAGEMENT CORP
- **CENTRAL INDEX KEY:** 0001113000

**ORGANIZATION NAME:**
- **EIN:** 134079277
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10067
- **FILM NUMBER:** 251276946

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001113000

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** KENSICO CAPITAL MANAGEMENT CORP

**Address:** 55 RAILROAD AVENUE, GREENWICH, CT 06830

**Telephone number:** 203-862-5800

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-10067

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** KMMSWW3UOI7VY1KXX263

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [ ] No

- [x] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| AMAZON.COM, INC.                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         952600 |                0 | FOR         | 952600                                   | FOR                         |  |
| CHENIERE ENERGY, INC.           | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         547400 |                0 | FOR         | 547400                                   | FOR                         |  |
| COSTAR GROUP, INC.              | 22160N109 | 06/26/2025     | Proposal to approve, on an advisory basis, the Company's executive compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1062600 |                0 | FOR         | 1062600                                  | FOR                         |  |
| EQUIFAX INC.                    | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         298977 |                0 | FOR         | 298977                                   | FOR                         |  |
| FAIR ISAAC CORPORATION          | 303250104 | 03/05/2025     | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.                                                                  | SECTION 14A SAY-ON-PAY VOTES |         197915 |                0 | FOR         | 197915                                   | FOR                         |  |
| FISERV, INC.                    | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         450457 |                0 | FOR         | 450457                                   | FOR                         |  |
| HOWMET AEROSPACE INC.           | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        4421300 |                0 | FOR         | 4421300                                  | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC. | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         641100 |                0 | FOR         | 641100                                   | FOR                         |  |
| LONDON STOCK EXCHANGE GROUP PLC | G5689U103 | 05/01/2025     | TO APPROVE THE ANNUAL REPORT ON REMUNERATION AND THE ANNUAL STATEMENT OF THE CHAIR OF THE REMUNERATION COMMITTEE                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         983700 |                0 | FOR         | 983700                                   | FOR                         |  |
| MCKESSON CORPORATION            | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          93060 |                0 | FOR         | 93060                                    | FOR                         |  |
| META PLATFORMS, INC.            | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |         196110 |                0 | FOR         | 196110                                   | FOR                         |  |
| META PLATFORMS, INC.            | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |         196110 |                0 | 1 YEAR      | 196110                                   | AGAINST                     |  |
| MICROSOFT CORPORATION           | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         298000 |                0 | FOR         | 298000                                   | FOR                         |  |
| ROLLS-ROYCE HOLDINGS PLC        | G76225104 | 05/01/2025     | TO APPROVE THE DIRECTORS REMUNERATION REPORT FOR THE YEAR ENDED 31 DECEMBER 2024                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       15814100 |                0 | FOR         | 15814100                                 | FOR                         |  |
| SALESFORCE, INC.                | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| THE PROGRESSIVE CORPORATION     | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            263 |                0 | FOR         | 263                                      | FOR                         |  |
| TRADEWEB MARKETS INC.           | 892672106 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         185700 |                0 | FOR         | 185700                                   | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| VISA INC.                       | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         685976 |                0 | FOR         | 685976                                   | FOR                         |  |
| AMAZON.COM, INC.                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         234800 |                0 | FOR         | 234800                                   | FOR                         |  |
| CHENIERE ENERGY, INC.           | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         152300 |                0 | FOR         | 152300                                   | FOR                         |  |
| COSTAR GROUP, INC.              | 22160N109 | 06/26/2025     | Proposal to approve, on an advisory basis, the Company's executive compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         240105 |                0 | FOR         | 240105                                   | FOR                         |  |
| EQUIFAX INC.                    | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         161765 |                0 | FOR         | 161765                                   | FOR                         |  |
| FAIR ISAAC CORPORATION          | 303250104 | 03/05/2025     | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.                                                                  | SECTION 14A SAY-ON-PAY VOTES |          37565 |                0 | FOR         | 37565                                    | FOR                         |  |
| FISERV, INC.                    | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         305800 |                0 | FOR         | 305800                                   | FOR                         |  |
| HOWMET AEROSPACE INC.           | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         919500 |                0 | FOR         | 919500                                   | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC. | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         173200 |                0 | FOR         | 173200                                   | FOR                         |  |
| LONDON STOCK EXCHANGE GROUP PLC | G5689U103 | 05/01/2025     | TO APPROVE THE ANNUAL REPORT ON REMUNERATION AND THE ANNUAL STATEMENT OF THE CHAIR OF THE REMUNERATION COMMITTEE                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         248600 |                0 | FOR         | 248600                                   | FOR                         |  |
| MCKESSON CORPORATION            | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          25940 |                0 | FOR         | 25940                                    | FOR                         |  |
| META PLATFORMS, INC.            | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |          45590 |                0 | FOR         | 45590                                    | FOR                         |  |
| META PLATFORMS, INC.            | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |          45590 |                0 | 1 YEAR      | 45590                                    | AGAINST                     |  |
| MICROSOFT CORPORATION           | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          81000 |                0 | FOR         | 81000                                    | FOR                         |  |
| ROLLS-ROYCE HOLDINGS PLC        | G76225104 | 05/01/2025     | TO APPROVE THE DIRECTORS REMUNERATION REPORT FOR THE YEAR ENDED 31 DECEMBER 2024                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        3996800 |                0 | FOR         | 3996800                                  | FOR                         |  |
| THE PROGRESSIVE CORPORATION     | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          75056 |                0 | FOR         | 75056                                    | FOR                         |  |
| TRADEWEB MARKETS INC.           | 892672106 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          50300 |                0 | FOR         | 50300                                    | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| VISA INC.                       | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         188224 |                0 | FOR         | 188224                                   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** KENSICO CAPITAL MANAGEMENT CORP

**By (Signature):** Gino Labruzzo

**By (Printed Signature):** Gino Labruzzo

**By (Title):** Chief Operating Officer

**Date:** 08/29/2025