Columbus Hill Capital Management, L.P. Buys PG&E Corp, CF Industries Holdings Inc, United Rentals Inc, Sells Bristol-Myers Squibb Company, T-Mobile US Inc, ServiceNow Inc

Short Hills, NJ, based Investment company Columbus Hill Capital Management, L.P. buys PG&E Corp, CF Industries Holdings Inc, United Rentals Inc, Wynn Resorts, Edison International, Sea, Las Vegas Sands Corp, Alibaba Group Holding, Zoetis Inc, Discover Financial Services, The Walt Disney Co, Celgene Corp, Capital One Financial Corp, Alphabet Inc, Clearway Energy Inc, Micron Technology Inc, sells Bristol-Myers Squibb Company, T-Mobile US Inc, ServiceNow Inc, Microsoft Corp, Pampa Energia SA, DowDuPont Inc, Telecom Argentina SA, Cheniere Energy Partners LP, Empresa Distribuidora y Comercializadora Norte SA, Salesforce.com Inc, Electronic Arts Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Columbus Hill Capital Management, L.P.. As of 2019Q1, Columbus Hill Capital Management, L.P. owns 36 stocks with a total value of $1.1 billion. 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. PG&E Corp (PCG) - 6,443,369 shares, 10.58% of the total portfolio. New Position
  2. SPDR Select Sector Fund - Utilities (XLU) - 1,500,000 shares, 8.05% of the total portfolio.
  3. Sea Ltd (SE) - 3,247,648 shares, 7.04% of the total portfolio. Shares added by 65.12%
  4. Alibaba Group Holding Ltd (BABA) - 332,340 shares, 5.59% of the total portfolio. Shares added by 51.76%
  5. Tyson Foods Inc (TSN) - 805,602 shares, 5.16% of the total portfolio. Shares reduced by 8.2%
New Purchase: PG&E Corp (PCG)

Columbus Hill Capital Management, L.P. initiated holding in PG&E Corp. The purchase prices were between $6.36 and $24.4, with an estimated average price of $16.19. The stock is now traded at around $18.08. The impact to a portfolio due to this purchase was 10.58%. The holding were 6,443,369 shares as of .

New Purchase: CF Industries Holdings Inc (CF)

Columbus Hill Capital Management, L.P. initiated holding in CF Industries Holdings Inc. The purchase prices were between $39.01 and $45.39, with an estimated average price of $42.45. The stock is now traded at around $40.14. The impact to a portfolio due to this purchase was 5.09%. The holding were 1,350,579 shares as of .

New Purchase: United Rentals Inc (URI)

Columbus Hill Capital Management, L.P. initiated holding in United Rentals Inc. The purchase prices were between $101.98 and $136.84, with an estimated average price of $123.34. The stock is now traded at around $124.38. The impact to a portfolio due to this purchase was 3.94%. The holding were 374,000 shares as of .

New Purchase: Edison International (EIX)

Columbus Hill Capital Management, L.P. initiated holding in Edison International. The purchase prices were between $53.51 and $65.07, with an estimated average price of $59.56. The stock is now traded at around $59.09. The impact to a portfolio due to this purchase was 3.82%. The holding were 668,284 shares as of .

New Purchase: Zoetis Inc (ZTS)

Columbus Hill Capital Management, L.P. initiated holding in Zoetis Inc. The purchase prices were between $81.56 and $100.67, with an estimated average price of $90.69. The stock is now traded at around $100.84. The impact to a portfolio due to this purchase was 1.59%. The holding were 171,600 shares as of .

New Purchase: Discover Financial Services (DFS)

Columbus Hill Capital Management, L.P. initiated holding in Discover Financial Services. The purchase prices were between $58.41 and $73.66, with an estimated average price of $68.33. The stock is now traded at around $76.58. The impact to a portfolio due to this purchase was 1.46%. The holding were 222,000 shares as of .

Added: Wynn Resorts Ltd (WYNN)

Columbus Hill Capital Management, L.P. added to a holding in Wynn Resorts Ltd by 812.45%. The purchase prices were between $98.91 and $131.75, with an estimated average price of $119.2. The stock is now traded at around $121.33. The impact to a portfolio due to this purchase was 3.85%. The holding were 392,354 shares as of .

Added: Sea Ltd (SE)

Columbus Hill Capital Management, L.P. added to a holding in Sea Ltd by 65.12%. The purchase prices were between $10.72 and $24.65, with an estimated average price of $17.32. The stock is now traded at around $24.06. The impact to a portfolio due to this purchase was 2.78%. The holding were 3,247,648 shares as of .

Added: Las Vegas Sands Corp (LVS)

Columbus Hill Capital Management, L.P. added to a holding in Las Vegas Sands Corp by 131.35%. The purchase prices were between $52.05 and $61.78, with an estimated average price of $58.78. The stock is now traded at around $61.64. The impact to a portfolio due to this purchase was 1.96%. The holding were 615,384 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Columbus Hill Capital Management, L.P. added to a holding in Alibaba Group Holding Ltd by 51.76%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $169.72. The impact to a portfolio due to this purchase was 1.91%. The holding were 332,340 shares as of .

Added: The Walt Disney Co (DIS)

Columbus Hill Capital Management, L.P. added to a holding in The Walt Disney Co by 2107.69%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $130.71. The impact to a portfolio due to this purchase was 1.4%. The holding were 143,500 shares as of .

Added: Alphabet Inc (GOOGL)

Columbus Hill Capital Management, L.P. added to a holding in Alphabet Inc by 36.65%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1133.57. The impact to a portfolio due to this purchase was 0.93%. The holding were 31,854 shares as of .

Sold Out: Bristol-Myers Squibb Company (BMY)

Columbus Hill Capital Management, L.P. sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.

Sold Out: T-Mobile US Inc (TMUS)

Columbus Hill Capital Management, L.P. sold out a holding in T-Mobile US Inc. The sale prices were between $63.61 and $73.68, with an estimated average price of $69.85.

Sold Out: Pampa Energia SA (PAM)

Columbus Hill Capital Management, L.P. sold out a holding in Pampa Energia SA. The sale prices were between $26.11 and $38.55, with an estimated average price of $33.61.

Sold Out: Telecom Argentina SA (TEO)

Columbus Hill Capital Management, L.P. sold out a holding in Telecom Argentina SA. The sale prices were between $14.41 and $16.62, with an estimated average price of $15.63.

Sold Out: Salesforce.com Inc (CRM)

Columbus Hill Capital Management, L.P. sold out a holding in Salesforce.com Inc. The sale prices were between $130.4 and $166.95, with an estimated average price of $154.74.

Sold Out: Electronic Arts Inc (EA)

Columbus Hill Capital Management, L.P. sold out a holding in Electronic Arts Inc. The sale prices were between $78.71 and $106.84, with an estimated average price of $94.69.



Here is the complete portfolio of Columbus Hill Capital Management, L.P.. Also check out:

1. Columbus Hill Capital Management, L.P.'s Undervalued Stocks
2. Columbus Hill Capital Management, L.P.'s Top Growth Companies, and
3. Columbus Hill Capital Management, L.P.'s High Yield stocks
4. Stocks that Columbus Hill Capital Management, L.P. keeps buying