Columbus Hill Capital Management, L.P.

Name: Columbus Hill Capital Management, L.P. 13F holdings, Q1 2024
Creator: Columbus Hill Capital Management, L.P.
Published: 2024-05-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Columbus Hill Capital Management, L.P. reported 22 stock positions worth $432.3 million. Its top holding was Humana (HUM) at 12.9% of the portfolio, followed by Amazon.com (AMZN, 9.5%) and Tenet Healthcare (THC, 7.7%). Compared with Q4 2023, it opened 9 new positions, sold out of 1, added to 4 and reduced 1. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale ServiceNow (NOW, shares −20%).

Most Recent 13F: Q2 2026
Location: Short Hills, NJ
CIK: 0001384982
Portfolio Value: $432.3M (Q1 2024)
SEC Filing: 0000950123-24-004822 ↗ filed May 14, 2024

Holdings Value

Holdings 22 stocks · $432.3M


HUM Humana Inc.	12.87%	160,444	$55.6M	Add +32.0%
AMZN Amazon.com Inc.	9.52%	228,152	$41.2M	Add +14.9%
THC Tenet Healthcare Corp.	7.73%	317,803	$33.4M	No change
GOOGL Alphabet Inc. Class A	7.58%	217,088	$32.8M	New
RCL Royal Caribbean Cruises Ltd.	7.28%	226,417	$31.5M	New
MAR Marriott International Class A	7.21%	123,575	$31.2M	No change
MSFT Microsoft Corp.	5.69%	58,423	$24.6M	No change
HTHT H World Group Ltd.-ADR	5.30%	592,022	$22.9M	No change
MA Mastercard Inc. Class A	5.12%	45,936	$22.1M	No change
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC	4.38%	227,400	$18.9M	No change
NEE Nextera Energy Inc.	3.79%	256,145	$16.4M	New
URI United Rentals Inc.	3.50%	20,954	$15.1M	No change
MBLY Mobileye Global Inc. Class A	3.18%	428,113	$13.8M	New
PCG P G & E Corp.	3.07%	791,749	$13.3M	Add +365.7%
CRM Salesforce Inc.	2.74%	39,324	$11.8M	New
SGRY Surgery Partners Inc.	2.67%	387,392	$11.6M	New
V Visa Inc. Class A	2.33%	36,120	$10.1M	No change
ECHO Echostar Corp. Class A	2.31%	700,856	$10.0M	New
META Meta Platforms Inc. Class A	1.81%	16,132	$7.8M	Add +168.9%
NOW ServiceNow Inc.	0.71%	4,000	$3.0M	Reduce -20.0%
CYH Community Health Systems Inc.	0.67%	822,477	$2.9M	New
FYBR Frontier Communications Pare	0.57%	100,000	$2.5M	New

Other holdings (2): bonds, preferreds, convertibles and warrants · $27.0M (not counted above)

Security	Class	Shares / Principal	Value	Change
DISH NETWORK CORP (DISH 3.375 08/15/26)	NOTE 3.375% 8/1 · principal	31,639,000	$19.5M	Add +155.8%
DISH NETWORK CORP (DISH 0 12/15/25)	NOTE 12/1 · principal	10,500,000	$7.4M	Add +250.0%

Total filed on the 13F, all lines: $459.3M.

Portfolio Sells Q4 2023 → Q1 2024


NOW ServiceNow Inc.	Reduce -20.0%	0.71%	−0.72
GRAB Grab Holdings Ltd. Class A	Sold out	0.00%	−0.27

Portfolio Buys Q4 2023 → Q1 2024


GOOGL Alphabet Inc. Class A	New	7.58%	+7.58
RCL Royal Caribbean Cruises Ltd.	New	7.28%	+7.28
NEE Nextera Energy Inc.	New	3.79%	+3.79
MBLY Mobileye Global Inc. Class A	New	3.18%	+3.18
CRM Salesforce Inc.	New	2.74%	+2.74
SGRY Surgery Partners Inc.	New	2.67%	+2.67
ECHO Echostar Corp. Class A	New	2.31%	+2.31
PCG P G & E Corp.	Add +365.7%	3.07%	+1.83
META Meta Platforms Inc. Class A	Add +168.9%	1.81%	+0.96
CYH Community Health Systems Inc.	New	0.67%	+0.67
FYBR Frontier Communications Pare	New	0.57%	+0.57
AMZN Amazon.com Inc.	Add +14.9%	9.52%	−2.65
HUM Humana Inc.	Add +32.0%	12.87%	−9.57

Options Activity Q4 2023 → Q1 2024


SPY SS SPDR S&P 500 ETF Trust-US	put	Sold out	177,400	$84.3Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2023 → Q1 2024


DISH NETWORK CORP (DISH 3.375 08/15/26)	NOTE 3.375% 8/1 · principal	Add +155.8%	31,639,000	$19.5M
DISH NETWORK CORP (DISH 0 12/15/25)	NOTE 12/1 · principal	Add +250.0%	10,500,000	$7.4M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	29	$898.8M	AMD, CPNG, NCLH, AMZN, MAR
Q1 2026	20	$576.5M	CPNG, AMZN, NCLH, META, MAR
Q4 2025	24	$669.6M	AMZN, META, NCLH, MSFT, RCL
Q3 2025	26	$720.1M	AMZN, NCLH, META, RCL, MSFT
Q2 2025	25	$676.5M	AMZN, RCL, META, NCLH, DKNG
Q1 2025	23	$457.4M	AMZN, RCL, META, NCLH, MSFT
Q4 2024	22	$503.2M	META, AMZN, RCL, NCLH, PCG
Q3 2024Amended	24	$458.1M	AMZN, RCL, MAR, META, PCG
Q2 2024	30	$463.7M	AMZN, RCL, HUM, MAR, META
Q1 2024	22	$432.3M	HUM, AMZN, THC, GOOGL, RCL