13F HOLDINGS REPORT
Columbus Hill Capital Management, L.P.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000950123-23-001968
Total Value
$227.3M
Positions
15
Other Managers
2
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 78,369 | $40.1M | 17.66% |
| 2 | CF INDS HLDGS INC | 125269100 | 310,478 | $26.5M | 11.64% |
| 3 | H WORLD GROUP LTD | HWLDF | 565,751 | $24.0M | 10.56% |
| 4 | TENET HEALTHCARE CORP | THC | 480,977 | $23.5M | 10.32% |
| 5 | MARRIOTT INTL INC NEW | 571903202 | 130,092 | $19.4M | 8.52% |
| 6 | AMAZON COM INC | AMZN | 209,953 | $17.6M | 7.76% |
| 7 | MASTERCARD INCORPORATED | MA | 48,553 | $16.9M | 7.43% |
| 8 | MICROSOFT CORP | MSFT | 61,752 | $14.8M | 6.51% |
| 9 | GRAB HOLDINGS LIMITED | GRABW | 4,034,819 | $13.0M | 5.71% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 135,588 | $11.7M | 5.14% |
| 11 | VISA INC | V | 38,178 | $7.9M | 3.49% |
| 12 | UNITED RENTALS INC | URI | 22,148 | $7.9M | 3.46% |
| 13 | SERVICENOW INC | NOW | 5,000 | $1.9M | 0.85% |
| 14 | WORKDAY INC | WDAY | 11,500 | $1.9M | 0.85% |
| 15 | LAS VEGAS SANDS CORP | LVS | 5,000 | $240,350 | 0.11% |