Columbus Hill Capital Management

Columbus Hill Capital Management as of March 31, 2019

Portfolio Holdings for Columbus Hill Capital Management

Columbus Hill Capital Management holds 36 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PG&E Corporation (PCG) 10.4 $115M 6.4M 17.80
Utilities SPDR (XLU) 7.9 $87M 1.5M 58.17
Sea Ltd Adr Isin Us81141r1005 (SE) 6.9 $76M 3.2M 23.52
Alibaba Group Holding (BABA) 5.5 $61M 332k 182.45
Tyson Foods (TSN) 5.1 $56M 806k 69.43
CF Industries Holdings (CF) 5.0 $55M 1.4M 40.88
Spdr S&p 500 Etf (SPY) 5.0 $55M 195k 282.48
Wynn Resorts (WYNN) 4.2 $47M 392k 119.32
MasterCard Incorporated (MA) 4.0 $45M 189k 235.45
Visa (V) 4.0 $44M 283k 156.19
United Rentals (URI) 3.9 $43M 374k 114.25
Edison International (EIX) 3.8 $41M 668k 61.92
Las Vegas Sands (LVS) 3.4 $38M 615k 60.96
Alphabet Inc Class A cs (GOOGL) 3.4 $38M 32k 1176.90
Humana (HUM) 2.8 $31M 116k 266.00
Microsoft Corporation (MSFT) 2.7 $30M 253k 117.94
Facebook Inc cl a (META) 2.6 $29M 174k 166.69
Servicenow (NOW) 2.5 $28M 112k 246.49
Dowdupont 1.8 $20M 378k 53.31
Sea Ltd debt 2.250% 7/0 1.6 $18M 13M 1.38
Zoetis Inc Cl A (ZTS) 1.6 $17M 172k 100.67
Walt Disney Company (DIS) 1.4 $16M 144k 111.03
Discover Financial Services (DFS) 1.4 $16M 222k 71.16
Equifax (EFX) 1.4 $15M 128k 118.50
Apple (AAPL) 1.3 $15M 77k 189.94
Celgene Corporation 1.2 $13M 140k 94.34
Capital One Financial (COF) 1.2 $13M 159k 81.69
Technology SPDR (XLK) 1.0 $11M 150k 74.00
Calyxt 0.7 $7.7M 440k 17.59
Edenor (EDN) 0.6 $6.4M 327k 19.60
Cheniere Energy Partners (CQP) 0.6 $6.4M 153k 41.93
Clearway Energy Inc cl c (CWEN) 0.4 $4.2M 276k 15.11
Micron Technology (MU) 0.2 $2.1M 50k 41.34
Moody's Corporation (MCO) 0.2 $1.8M 9.9k 181.11
Cheniere Energy (LNG) 0.1 $1.4M 20k 68.35
Altaba 0.1 $897k 12k 74.13