COLUMBUS HILL CAPITAL MANAGEMENT, L.P. Information

830 MORRIS TURNPIKE, SHORT HILLS, New Jersey, 07078, (973) 921-3420

Report Date: 09/30/2014

Position Statistics

Total Positions 48
New Positions 11
Increased Positions 25
Decreased Positions 20
Positions with Activity 45
Sold Out Positions 9
Total Mkt Value (in $ millions) 836

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

Sector Weighting

Basic Materials 1.01%
Capital Goods 0.67%
Conglomerates
Consumer Cyclical 8.27%
Consumer/Non-Cyclical
Energy 32.46%
Financial 11.42%
Healthcare 8.13%
Services 10.86%
Technology 11.65%
Transportation
Utilities 10.28%

48 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YPF SOCIEDAD ANONIMA SPON ADR CL D 87,877 -5,742 (6.13) 3,275,320
CHENIERE ENERGY INC COM NEW 87,258 -9,336 (9.67) 1,194,167
HCA HOLDINGS INC COM 58,041 -77,992 (57.33) 775,747
AMERICAN INTL GROUP INC COM NEW 52,065 660 1.28 922,812
PIONEER NAT RES CO COM 46,825 4,447 10.50 309,606
NCR CORP NEW COM 45,136 3,514 8.44 1,518,200
TRANSCANADA CORP COM 41,652 41,652 New 850,900
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 35,466 -1,230 (3.35) 623,078
GOOGLE INC CL A 34,656 540 1.58 63,998
SINCLAIR BROADCAST GROUP INC CL A 33,262 3,615 12.19 1,190,066
DELPHI AUTOMOTIVE PLC SHS 27,746 11,257 68.27 376,888
ANADARKO PETE CORP COM 25,681 329 1.30 308,703
GENERAL MTRS CO COM 22,644 -22,019 (49.3) 671,330
YAHOO INC COM 20,853 -2,034 (8.89) 410,000
CBS CORP (CLASS B) CL B 19,863 -3,145 (13.67) 354,820
ALLY FINL INC COM 18,415 422 2.35 767,600
OUTFRONT MEDIA INC COM 17,962 17,962 New 653,403
SPDR SERIES TRUST S&P OILGAS EXP 16,791 16,791 New 344,000
FORD MTR CO DEL COM PAR $0.01 16,402 210 1.30 1,061,600
MARATHON PETE CORP COM 16,321 10,040 159.87 181,907