Columbus Hill Capital Management as of Sept. 30, 2022
Portfolio Holdings for Columbus Hill Capital Management
Columbus Hill Capital Management holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 17.7 | $50M | 598k | 83.19 | |
| Humana (HUM) | 13.5 | $38M | 78k | 485.19 | |
| CF Industries Holdings (CF) | 12.4 | $35M | 362k | 96.25 | |
| Amazon (AMZN) | 8.4 | $24M | 208k | 113.00 | |
| Marriott Intl Cl A (MAR) | 7.1 | $20M | 141k | 140.14 | |
| Uber Technologies (UBER) | 7.0 | $20M | 745k | 26.50 | |
| Shaw Communications Cl B Conv | 6.4 | $18M | 742k | 24.29 | |
| Microsoft Corporation (MSFT) | 5.1 | $14M | 61k | 232.90 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $14M | 48k | 284.34 | |
| H World Group Sponsored Ads (HTHT) | 4.8 | $14M | 402k | 33.54 | |
| United Rentals (URI) | 3.9 | $11M | 40k | 270.13 | |
| Grab Holdings Cl A Ord (GRAB) | 3.2 | $8.9M | 3.4M | 2.63 | |
| Visa Com Cl A (V) | 2.4 | $6.6M | 37k | 177.64 | |
| Equitrans Midstream Corp (ETRN) | 2.0 | $5.7M | 756k | 7.48 | |
| Servicenow (NOW) | 0.7 | $1.9M | 5.0k | 377.60 | |
| Workday Cl A (WDAY) | 0.6 | $1.8M | 12k | 152.26 |
