COLUMBUS HILL CAPITAL MANAGEMENT, L.P. Information

51 JOHN F KENNEDY PARKWAY, SHORT HILLS, New Jersey, 07078, (973) 921-3420

Report Date: 12/31/2014

Position Statistics

Total Positions 48
New Positions 9
Increased Positions 20
Decreased Positions 28
Positions with Activity 48
Sold Out Positions 16
Total Mkt Value (in $ millions) 650

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.28%
Capital Goods 1.47%
Conglomerates
Consumer Cyclical 11.82%
Consumer/Non-Cyclical
Energy 31.36%
Financial 9.11%
Healthcare 2.31%
Services 12.69%
Technology 17.79%
Transportation 1.3%
Utilities 4.76%

48 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 92,434 -3,851 (4) 1,146,401
YPF SOCIEDAD ANONIMA SPON ADR CL D 76,363 -7,780 (9.25) 2,972,478
GOOGLE INC CL A 61,745 25,738 71.48 109,743
AMERICAN INTL GROUP INC COM NEW 54,173 3,113 6.10 979,081
DELPHI AUTOMOTIVE PLC SHS 51,622 21,908 73.73 654,767
YAHOO INC COM 28,718 10,563 58.19 648,561
SINCLAIR BROADCAST GROUP INC CL A 28,586 -4,093 (12.53) 1,040,996
APPLE INC COM 26,352 14,966 131.44 205,135
FIAT CHRYSLER AUTOMOBILES N V SHS 22,499 22,499 New 1,460,000
PIONEER NAT RES CO COM 21,963 -25,258 (53.49) 144,000
NCR CORP NEW COM 21,780 -22,870 (51.22) 740,560
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 20,357 -19,439 (48.85) 318,726
AMERICAN AIRLS GROUP INC COM 16,952 16,952 New 353,897
UNITED RENTALS INC COM 16,238 16,238 New 174,493
AXIALL CORP COM 14,838 14,838 New 320,405
B/E AEROSPACE INC COM 9,531 3,495 57.90 150,000
STRYKER CORP COM 9,475 9,475 New 100,000
ALLY FINL INC COM 9,260 -6,690 (41.94) 445,637
TELECOM ARGENTINA S A SPON ADR REP B 9,019 260 2.97 401,728
DELTA AIR LINES INC DEL COM NEW 8,459 8,459 New 190,000