Filed: 11/13/2025ACC: 0001193125-25-280133
๐ What this filing means
COLUMBUS HILL CAPITAL MANAGEMENT, L.P. filed this quarterly 13FโHR report disclosing 27 equity positions with a total reported market value of $757.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$757.96M
Total AUM (reported)
22.49M
Total Shares
Allocation by class
COM$384.60M50.7%
CL A$124.82M16.5%
SHS$67.01M8.8%
CAP STK CL A$48.02M6.3%
COM CL A$43.33M5.7%
NOTE 3.875%11/3$37.91M5.0%
SPONSORED ADS$24.19M3.2%
Portfolio Concentration
Top 3$204.47M27.0%
4โ10$304.81M40.2%
11โ25$244.92M32.3%
Rest$3.77M0.5%
Top 3 weight
27.0%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 22.49M
Sole
Full voting authority
22.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other27
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings27
Rows:
AMAZON COM INC
OTRShares373.91K
TypeSH
Market value$82.10M
10.83%
Sole
373.91K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LNE HLDG L
OTRShares2.72M
TypeSH
Market value$67.01M
8.84%
Sole
2.72M
Shared
0.00
None
0.00
META PLATFORMS INC
OTRShares75.38K
TypeSH
Market value$55.35M
7.30%
Sole
75.38K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
OTRShares152.50K
TypeSH
Market value$49.34M
6.51%
Sole
152.50K
Shared
0.00
None
0.00
MICROSOFT CORP
OTRShares93.40K
TypeSH
Market value$48.38M
6.38%
Sole
93.40K
Shared
0.00
None
0.00
ALPHABET INC
OTRShares197.51K
TypeSH
Market value$48.02M
6.33%
Sole
197.51K
Shared
0.00
None
0.00
HUMANA INC
OTRShares172.85K
TypeSH
Market value$44.97M
5.93%
Sole
172.85K
Shared
0.00
None
0.00
VISTRA CORP
OTRShares224.61K
TypeSH
Market value$44.01M
5.81%
Sole
224.61K
Shared
0.00
None
0.00
ECHOSTAR CORP
OTRShares15.40M
TypePRN
Market value$37.91M
5.00%
Sole
15.40M
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
OTRShares123.58K
TypeSH
Market value$32.18M
4.25%
Sole
123.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
OTRShares154.80K
TypeSH
Market value$28.88M
3.81%
Sole
154.80K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
OTRShares178.32K
TypeSH
Market value$28.85M
3.81%
Sole
178.32K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
OTRShares713.58K
TypeSH
Market value$26.69M
3.52%
Sole
713.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares86.60K
TypeSH
Market value$24.19M
3.19%
Sole
86.60K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
OTRShares37.94K
TypeSH
Market value$21.58M
2.85%
Sole
37.94K
Shared
0.00
None
0.00
LATAM AIRLINES GROUP SA
OTRShares466.84K
TypeSH
Market value$21.12M
2.79%
Sole
466.84K
Shared
0.00
None
0.00
UNITED RENTALS INC
OTRShares20.95K
TypeSH
Market value$20.00M
2.64%
Sole
20.95K
Shared
0.00
None
0.00
ECHOSTAR CORP
OTRShares204.46K
TypeSH
Market value$15.61M
2.06%
Sole
204.46K
Shared
0.00
None
0.00
FRONTIER COMMUNICATIONS PARE
OTRShares383.47K
TypeSH
Market value$14.32M
1.89%
Sole
383.47K
Shared
0.00
None
0.00
VISA INC
OTRShares32.51K
TypeSH
Market value$11.10M
1.46%
Sole
32.51K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
OTRShares24.87K
TypeSH
Market value$8.59M
1.13%
Sole
24.87K
Shared
0.00
None
0.00
TEXAS INSTRS INC
OTRShares38K
TypeSH
Market value$6.98M
0.92%
Sole
38K
Shared
0.00
None
0.00
SHOPIFY INC
OTRShares46.90K
TypeSH
Market value$6.97M
0.92%
Sole
46.90K
Shared
0.00
None
0.00
FIGURE TECHNOLOGY SOLUTIO
OTRShares152.50K
TypeSH
Market value$5.55M
0.73%
Sole
152.50K
Shared
0.00
None
0.00
AMERICAN AIRLS GROUP INC
OTRShares399.20K
TypeSH
Market value$4.49M
0.59%
Sole
399.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 373.91K | SH | $82.10M 10.83% | 373.91K | 0.00 | 0.00 |
NORWEGIAN CRUISE LNE HLDG LOTR | SHS | 2.72M | SH | $67.01M 8.84% | 2.72M | 0.00 | 0.00 |
META PLATFORMS INCOTR | CL A | 75.38K | SH | $55.35M 7.30% | 75.38K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPOTR | COM | 152.50K | SH | $49.34M 6.51% | 152.50K | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 93.40K | SH | $48.38M 6.38% | 93.40K | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL A | 197.51K | SH | $48.02M 6.33% | 197.51K | 0.00 | 0.00 |
HUMANA INCOTR | COM | 172.85K | SH | $44.97M 5.93% | 172.85K | 0.00 | 0.00 |
VISTRA CORPOTR | COM | 224.61K | SH | $44.01M 5.81% | 224.61K | 0.00 | 0.00 |
ECHOSTAR CORPOTR | NOTE 3.875%11/3 | 15.40M | PRN | $37.91M 5.00% | 15.40M | 0.00 | 0.00 |
MARRIOTT INTL INC NEWOTR | CL A | 123.58K | SH | $32.18M 4.25% | 123.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONOTR | COM | 154.80K | SH | $28.88M 3.81% | 154.80K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCOTR | COM | 178.32K | SH | $28.85M 3.81% | 178.32K | 0.00 | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 713.58K | SH | $26.69M 3.52% | 713.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 86.60K | SH | $24.19M 3.19% | 86.60K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDOTR | CL A | 37.94K | SH | $21.58M 2.85% | 37.94K | 0.00 | 0.00 |
LATAM AIRLINES GROUP SAOTR | SPONSORED ADR | 466.84K | SH | $21.12M 2.79% | 466.84K | 0.00 | 0.00 |
UNITED RENTALS INCOTR | COM | 20.95K | SH | $20.00M 2.64% | 20.95K | 0.00 | 0.00 |
ECHOSTAR CORPOTR | CL A | 204.46K | SH | $15.61M 2.06% | 204.46K | 0.00 | 0.00 |
FRONTIER COMMUNICATIONS PAREOTR | COM | 383.47K | SH | $14.32M 1.89% | 383.47K | 0.00 | 0.00 |
VISA INCOTR | COM CL A | 32.51K | SH | $11.10M 1.46% | 32.51K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCOTR | COM | 24.87K | SH | $8.59M 1.13% | 24.87K | 0.00 | 0.00 |
TEXAS INSTRS INCOTR | COM | 38K | SH | $6.98M 0.92% | 38K | 0.00 | 0.00 |
SHOPIFY INCOTR | CL A SUB VTG SHS | 46.90K | SH | $6.97M 0.92% | 46.90K | 0.00 | 0.00 |
FIGURE TECHNOLOGY SOLUTIOOTR | COM CL A | 152.50K | SH | $5.55M 0.73% | 152.50K | 0.00 | 0.00 |
AMERICAN AIRLS GROUP INCOTR | COM | 399.20K | SH | $4.49M 0.59% | 399.20K | 0.00 | 0.00 |
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