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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 $672,693,813 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 75.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-220761

Period
2026-03-31
Reported value
$673M
Holdings
24
Top 10 weight
75.85%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPNGadded+4,705,317$88.8M
AMDadded+53,800$10.9M
Vadded+12,500$3.78M
UBERnew+16,000$1.15M
EQPTnew+1,000$20.4K

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
LTMexited-329,927-$17.8M
METAreduced-29,726-$17M
VSTreduced-103,700-$15.6M
FYBRexited-377,972-$14.4M
NVDAreduced-72,300-$12.6M

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, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-220761, largest first. % of portfolio is the value over $592,485,875, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857,683 shares; 2026Q1: 5,563,000 shares 5,563,000$105M17.73%+4,705,317Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 321,249 shares 321,249$66.9M11.29%-53,500Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,660,601 shares 2,660,601$49.8M8.4%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,379 shares 70,379$40.3M6.8%-29,726Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 122,210 shares 122,210$40M6.75%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 140,407 shares 140,407$38.6M6.52%-8,718Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,800 shares; 2025Q3: 178,317 shares; 2025Q4: 125,676 shares; 2026Q1: 179,476 shares 179,476$36.5M6.16%+53,800Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 67,588 shares 67,588$25M4.22%-24,200Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,776 shares 85,776$24.7M4.16%-41,100Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,321 shares; 2025Q3: 204,460 shares; 2025Q4: 203,158 shares; 2026Q1: 193,158 shares 193,158$22.6M3.82%-10,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares; 2025Q2: not reported; 2025Q3: 86,600 shares; 2025Q4: 71,639 shares; 2026Q1: 65,039 shares 65,039$22M3.71%-6,600Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,310 shares 37,310$18.6M3.15%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,701 shares; 2025Q2: 97,000 shares; 2025Q3: 154,800 shares; 2025Q4: 176,979 shares; 2026Q1: 104,679 shares 104,679$18.3M3.08%-72,300Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 119,723 shares 119,723$18M3.04%-103,700Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 89,376 shares 89,376$15.5M2.62%-7,560Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,666 shares 20,666$15.1M2.54%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,572 shares 44,572$13.5M2.27%+12,500Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,500 shares; 2025Q4: 149,130 shares; 2026Q1: 149,130 shares 149,130$5.06M0.85%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000$1.15M0.19%newTimeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$20.4K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
HYGISHARES TR IBOXX HI YD ETFput640,000$50.9Mnew
SPYSTATE STR SPDR S&P 500 ETF T SHSput31,000$20.2Mnew
AALAMERICAN AIRLINES GROUP INC Stockcall850,000$9.13Mnew

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%11/3principal4,463,000$16M-7,852,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
LTMLATAM AIRLINES GROUP SA329,927$17.8Mshares
FYBRFRONTIER COMMUNICATIONS PARE377,972$14.4Mshares
SHOPSHOPIFY INC46,123$7.42Mshares
TXNTEXAS INSTRS INC37,161$6.45Mshares
FICOFAIR ISAAC CORP2,738$4.63Mshares
NOWSERVICENOW INC20,000$3.06Mshares

How Q1 2026 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 0001193125-26-220761 base2026-05-13acceptance time not in the bulk data set