Columbus Hill Capital Management, L.P. Buys Allergan PLC, Alphabet Inc, Netflix Inc, Sells PG&E Corp, Edison International, Sea

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Nov 13, 2019
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Short Hills, NJ, based Investment company Columbus Hill Capital Management, L.P. (Current Portfolio) buys Allergan PLC, Alphabet Inc, Netflix Inc, Intelsat SA, Citigroup Inc, sells PG&E Corp, Edison International, Sea, Microsoft Corp, Wynn Resorts during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Columbus Hill Capital Management, L.P.. As of 2019Q3, Columbus Hill Capital Management, L.P. owns 33 stocks with a total value of $799 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. Tyson Foods Inc (TSN) - 908,649 shares, 9.80% of the total portfolio. Shares added by 5.21%
  2. Alibaba Group Holding Ltd (BABA) - 436,140 shares, 9.13% of the total portfolio. Shares reduced by 9.3%
  3. Sea Ltd (SE) - 1,676,360 shares, 6.50% of the total portfolio. Shares reduced by 33.74%
  4. Mastercard Inc (MA) - 178,214 shares, 6.06% of the total portfolio. Shares reduced by 17.97%
  5. Visa Inc (V) - 275,393 shares, 5.93% of the total portfolio. Shares reduced by 15.54%
New Purchase: Allergan PLC (AGN)

Columbus Hill Capital Management, L.P. initiated holding in Allergan PLC. The purchase prices were between $156.34 and $169.61, with an estimated average price of $162.97. The stock is now traded at around $181.60. The impact to a portfolio due to this purchase was 5.06%. The holding were 240,100 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Columbus Hill Capital Management, L.P. initiated holding in Alphabet Inc. The purchase prices were between $1100 and $1245.94, with an estimated average price of $1183.58. The stock is now traded at around $1296.18. The impact to a portfolio due to this purchase was 2.81%. The holding were 18,400 shares as of .

New Purchase: Netflix Inc (NFLX)

Columbus Hill Capital Management, L.P. initiated holding in Netflix Inc. The purchase prices were between $254.59 and $381.72, with an estimated average price of $313.64. The stock is now traded at around $283.11. The impact to a portfolio due to this purchase was 1.92%. The holding were 57,400 shares as of .

New Purchase: Intelsat SA (I)

Columbus Hill Capital Management, L.P. initiated holding in Intelsat SA. The purchase prices were between $18.4 and $24.72, with an estimated average price of $21.08. The stock is now traded at around $14.43. The impact to a portfolio due to this purchase was 1.62%. The holding were 566,388 shares as of .

New Purchase: Citigroup Inc (C)

Columbus Hill Capital Management, L.P. initiated holding in Citigroup Inc. The purchase prices were between $61.32 and $73.01, with an estimated average price of $68.01. The stock is now traded at around $73.91. The impact to a portfolio due to this purchase was 0.86%. The holding were 100,000 shares as of .

New Purchase: Bank of America Corp (BAC)

Columbus Hill Capital Management, L.P. initiated holding in Bank of America Corp. The purchase prices were between $26.25 and $30.89, with an estimated average price of $28.74. The stock is now traded at around $32.79. The impact to a portfolio due to this purchase was 0.85%. The holding were 234,000 shares as of .

Added: Facebook Inc (FB)

Columbus Hill Capital Management, L.P. added to a holding in Facebook Inc by 21.37%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $193.19. The impact to a portfolio due to this purchase was 0.69%. The holding were 175,619 shares as of .

Sold Out: Edison International (EIX)

Columbus Hill Capital Management, L.P. sold out a holding in Edison International. The sale prices were between $67.06 and $76.36, with an estimated average price of $71.9.

Sold Out: Technology Select Sector SPDR Fund (XLK)

Columbus Hill Capital Management, L.P. sold out a holding in Technology Select Sector SPDR Fund. The sale prices were between $75.75 and $82.75, with an estimated average price of $80.

Sold Out: Cheniere Energy Inc (LNG)

Columbus Hill Capital Management, L.P. sold out a holding in Cheniere Energy Inc. The sale prices were between $58.23 and $70.12, with an estimated average price of $64.07.

Sold Out: Adaptive Biotechnologies Corp (ADPT)

Columbus Hill Capital Management, L.P. sold out a holding in Adaptive Biotechnologies Corp. The sale prices were between $30.31 and $53.51, with an estimated average price of $40.94.



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