Columbus Hill Capital Management as of Sept. 30, 2019
Portfolio Holdings for Columbus Hill Capital Management
Columbus Hill Capital Management holds 32 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tyson Foods (TSN) | 9.8 | $78M | 909k | 86.14 | |
| Alibaba Group Holding (BABA) | 9.1 | $73M | 436k | 167.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 6.5 | $52M | 1.7M | 30.95 | |
| MasterCard Incorporated (MA) | 6.1 | $48M | 178k | 271.57 | |
| Visa (V) | 5.9 | $47M | 275k | 172.01 | |
| Wynn Resorts (WYNN) | 5.2 | $42M | 382k | 108.72 | |
| Allergan | 5.1 | $40M | 240k | 168.29 | |
| Micron Technology (MU) | 4.8 | $38M | 889k | 42.85 | |
| CF Industries Holdings (CF) | 4.0 | $32M | 643k | 49.20 | |
| Facebook Inc cl a (META) | 3.9 | $31M | 176k | 178.08 | |
| Microsoft Corporation (MSFT) | 3.8 | $30M | 218k | 139.03 | |
| Humana (HUM) | 3.6 | $29M | 113k | 255.67 | |
| Walt Disney Company (DIS) | 3.5 | $28M | 212k | 130.32 | |
| Las Vegas Sands (LVS) | 2.9 | $23M | 398k | 57.76 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $23M | 18k | 1221.14 | |
| PG&E Corporation (PCG) | 2.7 | $22M | 2.2M | 10.00 | |
| Zoetis Inc Cl A (ZTS) | 2.6 | $21M | 167k | 124.59 | |
| United Rentals (URI) | 2.6 | $21M | 166k | 124.64 | |
| Equifax (EFX) | 2.2 | $18M | 124k | 140.67 | |
| Servicenow (NOW) | 2.1 | $17M | 66k | 253.85 | |
| Netflix (NFLX) | 1.9 | $15M | 57k | 267.61 | |
| Qualcomm (QCOM) | 1.9 | $15M | 195k | 76.28 | |
| Intelsat Sa | 1.6 | $13M | 566k | 22.80 | |
| Cheniere Energy Partners (CQP) | 0.9 | $6.9M | 153k | 45.48 | |
| Citigroup (C) | 0.9 | $6.9M | 100k | 69.08 | |
| Bank of America Corporation (BAC) | 0.8 | $6.8M | 234k | 29.17 | |
| UnitedHealth (UNH) | 0.8 | $6.7M | 31k | 217.32 | |
| Clearway Energy Inc cl c (CWEN) | 0.6 | $5.0M | 276k | 18.25 | |
| Axalta Coating Sys (AXTA) | 0.5 | $3.6M | 120k | 30.15 | |
| Discover Financial Services (DFS) | 0.4 | $3.4M | 42k | 81.10 | |
| Calyxt | 0.3 | $2.5M | 440k | 5.64 | |
| Moody's Corporation (MCO) | 0.2 | $2.0M | 9.9k | 204.85 |
