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Columbus Hill Capital Management, L.P.

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13F filer, CIK 1384982, Short Hills, NJ

Columbus Hill Capital Management, L.P. reported $710,754,670 across 25 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 68.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-049727

Period
2025-12-31
Reported value
$711M
Holdings
25
Top 10 weight
68.35%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPNGnew+857,683$20.2M
METAadded+24,729$16.3M
FICOnew+2,738$4.63M
NVDAadded+22,179$4.14M
NOWadded+16,000$2.45M

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
DKNGexited-713,580-$26.7M
GOOGLreduced-70,639-$22.1M
HUMreduced-75,918-$19.4M
AMDreduced-52,641-$11.3M
UNHexited-24,870-$8.59M

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, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-049727, largest first. % of portfolio is the value over $710,754,670, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,345 shares; 2024Q4: 227,511 shares; 2025Q1: 227,511 shares; 2025Q2: 323,511 shares; 2025Q3: 373,911 shares; 2025Q4: 374,749 shares 374,749$86.5M12.17%+838Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,350 shares; 2024Q4: 87,826 shares; 2025Q1: 68,076 shares; 2025Q2: 75,376 shares; 2025Q3: 75,376 shares; 2025Q4: 100,105 shares 100,105$66.1M9.3%+24,729Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,660,601 shares 2,660,601$59.4M8.36%-60,127Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,423 shares; 2024Q4: 63,438 shares; 2025Q1: 91,938 shares; 2025Q2: 96,404 shares; 2025Q3: 93,404 shares; 2025Q4: 91,788 shares 91,788$44.4M6.25%-1,616Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,195 shares; 2024Q4: 196,195 shares; 2025Q1: 196,195 shares; 2025Q2: 196,195 shares; 2025Q3: 152,495 shares; 2025Q4: 149,125 shares 149,125$41.6M5.85%-3,370Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,415 shares; 2025Q1: 154,415 shares; 2025Q2: 149,415 shares; 2025Q3: 197,515 shares; 2025Q4: 126,876 shares 126,876$39.7M5.59%-70,639Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,575 shares; 2024Q4: 123,575 shares; 2025Q1: 123,575 shares; 2025Q2: 123,575 shares; 2025Q3: 123,575 shares; 2025Q4: 122,210 shares 122,210$37.9M5.33%-1,365Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 111,000 shares; 2025Q1: 117,500 shares; 2025Q2: 140,400 shares; 2025Q3: 224,610 shares; 2025Q4: 223,423 shares 223,423$36M5.07%-1,187Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,701 shares; 2025Q2: 97,000 shares; 2025Q3: 154,800 shares; 2025Q4: 176,979 shares 176,979$33M4.64%+22,179Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,800 shares; 2025Q3: 178,317 shares; 2025Q4: 125,676 shares 125,676$26.9M3.79%-52,641Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,490 shares; 2024Q4: 112,622 shares; 2025Q1: 126,811 shares; 2025Q2: 158,154 shares; 2025Q3: 172,854 shares; 2025Q4: 96,936 shares 96,936$24.8M3.49%-75,918Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,321 shares; 2025Q3: 204,460 shares; 2025Q4: 203,158 shares 203,158$22.1M3.11%-1,302Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares; 2025Q2: not reported; 2025Q3: 86,600 shares; 2025Q4: 71,639 shares 71,639$21.8M3.06%-14,961Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,936 shares; 2024Q4: 37,939 shares; 2025Q1: 37,939 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares; 2025Q4: 37,310 shares 37,310$21.3M3%-629Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857,683 shares 857,683$20.2M2.85%newTimeline
LTMLATAM AIRLINES GROUP SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 456,839 shares; 2025Q1: 476,839 shares; 2025Q2: 466,839 shares; 2025Q3: 466,839 shares; 2025Q4: 329,927 shares 329,927$17.8M2.51%-136,912Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 20,954 shares; 2025Q1: 20,954 shares; 2025Q2: 20,954 shares; 2025Q3: 20,954 shares; 2025Q4: 20,666 shares 20,666$16.7M2.35%-288Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,744 shares; 2024Q4: 763,912 shares; 2025Q1: 798,466 shares; 2025Q2: 798,466 shares; 2025Q3: 383,466 shares; 2025Q4: 377,972 shares 377,972$14.4M2.02%-5,494Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,120 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares; 2025Q2: 32,508 shares; 2025Q3: 32,508 shares; 2025Q4: 32,072 shares 32,072$11.2M1.58%-436Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,900 shares; 2025Q3: 46,900 shares; 2025Q4: 46,123 shares 46,123$7.42M1.04%-777Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,000 shares; 2025Q4: 37,161 shares 37,161$6.45M0.91%-839Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,500 shares; 2025Q4: 149,130 shares 149,130$6.09M0.86%-3,370Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,738 shares 2,738$4.63M0.65%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 20,000 shares 20,000$3.06M0.43%+16,000Timeline

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%11/3principal12,315,000$41.2M-3,088,379

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DKNGDRAFTKINGS INC NEW713,580$26.7Mshares
UNHUNITEDHEALTH GROUP INC24,870$8.59Mshares
AALAMERICAN AIRLINES GROUP INC399,200$4.49Mshares
STUBSTUBHUB HLDGS INC5,000$84.2Kshares

How Q4 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 0001193125-26-049727 base2026-02-13acceptance time not in the bulk data set