Skip to content
Disclosery

Columbus Hill Capital Management, L.P.

Follow

13F filer, CIK 1384982, Short Hills, NJ

Columbus Hill Capital Management, L.P. reported $757,964,822 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 67.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-280133

Period
2025-09-30
Reported value
$758M
Holdings
27
Top 10 weight
67.19%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+86,600$24.2M
VSTadded+84,210$16.5M
GOOGLadded+48,100$11.7M
AMZNadded+50,400$11.1M
NVDAadded+57,800$10.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ECHOreduced-350,861-$26.8M
MRVLexited-319,942-$24.8M
DKNGreduced-470,000-$17.6M
FYBRreduced-415,000-$15.5M
RCLreduced-43,700-$14.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-280133, largest first. % of portfolio is the value over $757,964,822, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,345 shares; 2024Q4: 227,511 shares; 2025Q1: 227,511 shares; 2025Q2: 323,511 shares; 2025Q3: 373,911 shares 373,911$82.1M10.83%+50,400Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249,731 shares; 2024Q4: 1,404,319 shares; 2025Q1: 2,028,919 shares; 2025Q2: 2,576,709 shares; 2025Q3: 2,720,728 shares 2,720,728$67M8.84%+144,019Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,350 shares; 2024Q4: 87,826 shares; 2025Q1: 68,076 shares; 2025Q2: 75,376 shares; 2025Q3: 75,376 shares 75,376$55.4M7.3%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,195 shares; 2024Q4: 196,195 shares; 2025Q1: 196,195 shares; 2025Q2: 196,195 shares; 2025Q3: 152,495 shares 152,495$49.3M6.51%-43,700Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,423 shares; 2024Q4: 63,438 shares; 2025Q1: 91,938 shares; 2025Q2: 96,404 shares; 2025Q3: 93,404 shares 93,404$48.4M6.38%-3,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,415 shares; 2025Q1: 154,415 shares; 2025Q2: 149,415 shares; 2025Q3: 197,515 shares 197,515$48M6.33%+48,100Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,490 shares; 2024Q4: 112,622 shares; 2025Q1: 126,811 shares; 2025Q2: 158,154 shares; 2025Q3: 172,854 shares 172,854$45M5.93%+14,700Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 111,000 shares; 2025Q1: 117,500 shares; 2025Q2: 140,400 shares; 2025Q3: 224,610 shares 224,610$44M5.81%+84,210Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,575 shares; 2024Q4: 123,575 shares; 2025Q1: 123,575 shares; 2025Q2: 123,575 shares; 2025Q3: 123,575 shares 123,575$32.2M4.25%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,701 shares; 2025Q2: 97,000 shares; 2025Q3: 154,800 shares 154,800$28.9M3.81%+57,800Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,800 shares; 2025Q3: 178,317 shares 178,317$28.8M3.81%+20,517Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares; 2025Q2: 1,183,580 shares; 2025Q3: 713,580 shares 713,580$26.7M3.52%-470,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares; 2025Q2: not reported; 2025Q3: 86,600 shares 86,600$24.2M3.19%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,936 shares; 2024Q4: 37,939 shares; 2025Q1: 37,939 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares 37,939$21.6M2.85%0Timeline
LTMLATAM AIRLINES GROUP SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 456,839 shares; 2025Q1: 476,839 shares; 2025Q2: 466,839 shares; 2025Q3: 466,839 shares 466,839$21.1M2.79%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 20,954 shares; 2025Q1: 20,954 shares; 2025Q2: 20,954 shares; 2025Q3: 20,954 shares 20,954$20M2.64%0Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,321 shares; 2025Q3: 204,460 shares 204,460$15.6M2.06%-350,861Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,744 shares; 2024Q4: 763,912 shares; 2025Q1: 798,466 shares; 2025Q2: 798,466 shares; 2025Q3: 383,466 shares 383,466$14.3M1.89%-415,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,120 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares; 2025Q2: 32,508 shares; 2025Q3: 32,508 shares 32,508$11.1M1.46%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,041 shares; 2024Q4: 16,041 shares; 2025Q1: 24,870 shares; 2025Q2: 24,870 shares; 2025Q3: 24,870 shares 24,870$8.59M1.13%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,000 shares 38,000$6.98M0.92%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,900 shares; 2025Q3: 46,900 shares 46,900$6.97M0.92%0Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,500 shares 152,500$5.55M0.73%newTimeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399,200 shares 399,200$4.49M0.59%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$3.68M0.49%0Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000$84.2K0.01%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
ECHOSTAR CORPECHOSTAR CORP NOTE 3.875%11/3principal15,403,379$37.9M0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MRVLMARVELL TECHNOLOGY INC319,942$24.8Mshares
NXPINXP SEMICONDUCTORS N V39,300$8.59Mshares
FLUTFLUTTER ENTMT PLC29,178$8.34Mshares
CRMSALESFORCE INC10,000$2.73Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-25-280133 base2025-11-13acceptance time not in the bulk data set