Columbus Hill Capital Management, L.P. Buys Amazon.com Inc, Uber Technologies Inc, Xtrackers Harvest CSI 300 China A-Shares, Sells Humana Inc, Tyson Foods Inc, Zoetis Inc

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Feb 14, 2020
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Short Hills, NJ, based Investment company Columbus Hill Capital Management, L.P. (Current Portfolio) buys Amazon.com Inc, Uber Technologies Inc, Xtrackers Harvest CSI 300 China A-Shares, ServiceNow Inc, Boeing Co, sells Humana Inc, Tyson Foods Inc, Zoetis Inc, Mastercard Inc, Visa Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Columbus Hill Capital Management, L.P.. As of 2019Q4, Columbus Hill Capital Management, L.P. owns 31 stocks with a total value of $929 million. These are the details of the buys and sells.

For the details of Columbus Hill Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/columbus+hill+capital+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Columbus Hill Capital Management, L.P.
  1. Alibaba Group Holding Ltd (BABA) - 413,755 shares, 9.45% of the total portfolio. Shares reduced by 5.13%
  2. Sea Ltd (SE) - 1,508,526 shares, 6.53% of the total portfolio. Shares reduced by 10.01%
  3. Tyson Foods Inc (TSN) - 631,262 shares, 6.19% of the total portfolio. Shares reduced by 30.53%
  4. Wynn Resorts Ltd (WYNN) - 369,791 shares, 5.53% of the total portfolio. Shares reduced by 3.3%
  5. Micron Technology Inc (MU) - 935,631 shares, 5.42% of the total portfolio. Shares added by 5.24%
New Purchase: Amazon.com Inc (AMZN)

Columbus Hill Capital Management, L.P. initiated holding in Amazon.com Inc. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $2149.87. The impact to a portfolio due to this purchase was 4.73%. The holding were 23,750 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Columbus Hill Capital Management, L.P. initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $40.09. The impact to a portfolio due to this purchase was 4.58%. The holding were 1,430,795 shares as of .

New Purchase: Xtrackers Harvest CSI 300 China A-Shares (ASHR)

Columbus Hill Capital Management, L.P. initiated holding in Xtrackers Harvest CSI 300 China A-Shares. The purchase prices were between $26.55 and $29.64, with an estimated average price of $27.97. The stock is now traded at around $28.11. The impact to a portfolio due to this purchase was 3.85%. The holding were 1,205,000 shares as of .

New Purchase: Boeing Co (BA)

Columbus Hill Capital Management, L.P. initiated holding in Boeing Co. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $342.82. The impact to a portfolio due to this purchase was 2.56%. The holding were 72,900 shares as of .

New Purchase: KraneShares Trust CSI China Internet (KWEB)

Columbus Hill Capital Management, L.P. initiated holding in KraneShares Trust CSI China Internet. The purchase prices were between $41.03 and $49.53, with an estimated average price of $45.86. The stock is now traded at around $52.67. The impact to a portfolio due to this purchase was 2.33%. The holding were 445,000 shares as of .

New Purchase: Apple Inc (AAPL)

Columbus Hill Capital Management, L.P. initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $324.87. The impact to a portfolio due to this purchase was 0.81%. The holding were 25,762 shares as of .

Added: ServiceNow Inc (NOW)

Columbus Hill Capital Management, L.P. added to a holding in ServiceNow Inc by 131.16%. The purchase prices were between $220.01 and $286.88, with an estimated average price of $264.22. The stock is now traded at around $351.81. The impact to a portfolio due to this purchase was 2.64%. The holding were 152,950 shares as of .

Added: Discover Financial Services (DFS)

Columbus Hill Capital Management, L.P. added to a holding in Discover Financial Services by 282.42%. The purchase prices were between $75.17 and $86.7, with an estimated average price of $82.62. The stock is now traded at around $76.20. The impact to a portfolio due to this purchase was 1.09%. The holding were 160,615 shares as of .

Added: United Rentals Inc (URI)

Columbus Hill Capital Management, L.P. added to a holding in United Rentals Inc by 27.76%. The purchase prices were between $109.2 and $169.82, with an estimated average price of $146.17. The stock is now traded at around $160.08. The impact to a portfolio due to this purchase was 0.83%. The holding were 212,040 shares as of .

Added: Netflix Inc (NFLX)

Columbus Hill Capital Management, L.P. added to a holding in Netflix Inc by 40.77%. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $381.40. The impact to a portfolio due to this purchase was 0.81%. The holding were 80,800 shares as of .

Added: Bank of America Corp (BAC)

Columbus Hill Capital Management, L.P. added to a holding in Bank of America Corp by 82.17%. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.91. The impact to a portfolio due to this purchase was 0.73%. The holding were 426,282 shares as of .

Sold Out: Humana Inc (HUM)

Columbus Hill Capital Management, L.P. sold out a holding in Humana Inc. The sale prices were between $253.17 and $371, with an estimated average price of $319.3.

Sold Out: Zoetis Inc (ZTS)

Columbus Hill Capital Management, L.P. sold out a holding in Zoetis Inc. The sale prices were between $116.25 and $133.25, with an estimated average price of $124.34.

Sold Out: Qualcomm Inc (QCOM)

Columbus Hill Capital Management, L.P. sold out a holding in Qualcomm Inc. The sale prices were between $72.85 and $94.03, with an estimated average price of $83.89.

Sold Out: Intelsat SA (I)

Columbus Hill Capital Management, L.P. sold out a holding in Intelsat SA. The sale prices were between $5.96 and $26.97, with an estimated average price of $15.33.

Sold Out: PG&E Corp (PCG)

Columbus Hill Capital Management, L.P. sold out a holding in PG&E Corp. The sale prices were between $3.8 and $12.32, with an estimated average price of $8.57.

Sold Out: Clearway Energy Inc (CWEN)

Columbus Hill Capital Management, L.P. sold out a holding in Clearway Energy Inc. The sale prices were between $17.04 and $20.34, with an estimated average price of $19.39.



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