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Columbus Hill Capital Management, L.P.

Q3 2024 · 13F-HR/A

Columbus Hill Capital Management, L.P.holdings as filed

Filed 2024-11-14 · accession 0000950123-24-011319

$489.0M
Reported value
26
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$44.0M9.01%236,345CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$34.8M7.12%196,195CommonSOLE
571903202MARMARRIOTT INTL INC NEW$30.7M6.28%123,575CommonSOLE
30303M102METAMETA PLATFORMS INC$30.5M6.25%53,350CommonSOLE
69331C108PCGPG&E CORP$29.1M5.94%1,469,449CommonSOLE
444859102HUMHUMANA INC$26.1M5.34%82,490CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$26.1M5.34%347,480CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LNE HLDG L$25.6M5.24%1,249,731CommonSOLE
594918104MSFTMICROSOFT CORP$25.1M5.14%58,423CommonSOLE
44332N106HTHTH WORLD GROUP LTD$22.0M4.50%592,022CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$21.9M4.47%27,139,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$19.7M4.03%39,936CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$17.4M3.57%541,046CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$17.0M3.47%29,041CommonSOLE
911363109URIUNITED RENTALS INC$17.0M3.47%20,954CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$14.8M3.02%415,744CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$14.2M2.90%196,400CommonSOLE
92840M102VSTVISTRA CORP$13.0M2.67%110,000CommonSOLE
878742204TECKTECK RESOURCES LTD$12.2M2.49%233,357CommonSOLE
51817R205LTMLATAM AIRLINES GROUP SA$10.6M2.16%400,000CommonSOLE
92826C839VVISA INC$9.9M2.03%36,120CommonSOLE
79466L302CRMSALESFORCE INC$9.7M1.98%35,459CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$9.0M1.85%10,500,000CommonSOLE
81762P102NOWSERVICENOW INC$3.6M0.73%4,000CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.9M0.59%57,000CommonSOLE
747525103QCOMQUALCOMM INC$1.9M0.40%11,439CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.