Columbus Hill Capital Management, L.P. Portfolio Holdings by Sector
Columbus Hill Capital Management, L.P.
- $649 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Travel Services | Consumer Cyclical
RCL NCLH 2 stocks |
$113,691
17.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$81,965
12.63% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
MRVL AMD NVDA NXPI 4 stocks |
$71,065
10.95% of portfolio
|
  2  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$70,975
10.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$50,763
7.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$47,952
7.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
HUM UNH 2 stocks |
$46,423
7.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$33,761
5.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$32,860
5.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
FYBR 1 stocks |
$29,064
4.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$27,210
4.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$15,786
2.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
SATS 1 stocks |
$15,382
2.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP NOW CRM 3 stocks |
$12,247
1.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|