COLUMBUS MACRO, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RITM | 984K | $9.33M |
 | BNL | 833K | $15.22M |
 | AM | 770K | $17.55M |
 | STWD | 652K | $11.23M |
 | ARCC | 580K | $10.45M |
 | TSLX | 549K | $10.09M |
 | NLY | 543K | $11.48M |
 | FDUS | 506K | $8.81M |
 | KMI | 498K | $16.68M |
 | RYN | 392K | $8.08M |
 | CSWC | 358K | $7.91M |
 | ENB | 343K | $18.57M |
 | OHI | 235K | $10.28M |
 | OKE | 198K | $17.91M |
 | VICI | 181K | $4.95M |
 | WMB | 165K | $11.98M |
 | SYY | 134K | $9.54M |
 | CL | 115K | $9.84M |
 | MDT | 91K | $7.85M |
 | MAA | 71K | $8.72M |
Rithm Capital Corp.
RITM
Shares Held
984K
Value
$9.33M
Broadstone Net Lease, Inc.
BNL
Shares Held
833K
Value
$15.22M
Antero Midstream Corporation
AM
Shares Held
770K
Value
$17.55M
Starwood Property Trust, Inc.
STWD
Shares Held
652K
Value
$11.23M
Ares Capital Corporation
ARCC
Shares Held
580K
Value
$10.45M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
549K
Value
$10.09M
Annaly Capital Management, Inc.
NLY
Shares Held
543K
Value
$11.48M
Fidus Investment Corporation
FDUS
Shares Held
506K
Value
$8.81M
Kinder Morgan, Inc.
KMI
Shares Held
498K
Value
$16.68M
Rayonier Inc.
RYN
Shares Held
392K
Value
$8.08M
Capital Southwest Corporation
CSWC
Shares Held
358K
Value
$7.91M
Enbridge Inc.
ENB
Shares Held
343K
Value
$18.57M
Omega Healthcare Investors, Inc.
OHI
Shares Held
235K
Value
$10.28M
ONEOK, Inc.
OKE
Shares Held
198K
Value
$17.91M
VICI Properties Inc.
VICI
Shares Held
181K
Value
$4.95M
The Williams Companies, Inc.
WMB
Shares Held
165K
Value
$11.98M
Sysco Corporation
SYY
Shares Held
134K
Value
$9.54M
Colgate-Palmolive Company
CL
Shares Held
115K
Value
$9.84M
Medtronic plc
MDT
Shares Held
91K
Value
$7.85M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
71K
Value
$8.72M