COLUMBUS MACRO, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AM | 672K | $13.07M |
 | BNL | 615K | $10.99M |
 | ARCC | 505K | $10.31M |
 | TSLX | 497K | $11.36M |
 | STWD | 454K | $8.79M |
 | KMI | 433K | $12.27M |
 | FDUS | 401K | $8.13M |
 | NLY | 380K | $7.69M |
 | CSWC | 319K | $6.97M |
 | RITM | 310K | $3.53M |
 | ENB | 308K | $15.56M |
 | KVUE | 303K | $4.92M |
 | OHI | 207K | $8.73M |
 | WMB | 176K | $11.13M |
 | PCH | 173K | $7.04M |
 | VICI | 157K | $5.13M |
 | OKE | 155K | $11.33M |
 | SYY | 115K | $9.50M |
 | MDT | 86K | $8.17M |
 | T | 86K | $2.42M |
Antero Midstream Corporation
AM
Shares Held
672K
Value
$13.07M
Broadstone Net Lease, Inc.
BNL
Shares Held
615K
Value
$10.99M
Ares Capital Corporation
ARCC
Shares Held
505K
Value
$10.31M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
497K
Value
$11.36M
Starwood Property Trust, Inc.
STWD
Shares Held
454K
Value
$8.79M
Kinder Morgan, Inc.
KMI
Shares Held
433K
Value
$12.27M
Fidus Investment Corporation
FDUS
Shares Held
401K
Value
$8.13M
Annaly Capital Management, Inc.
NLY
Shares Held
380K
Value
$7.69M
Capital Southwest Corporation
CSWC
Shares Held
319K
Value
$6.97M
Rithm Capital Corp.
RITM
Shares Held
310K
Value
$3.53M
Enbridge Inc.
ENB
Shares Held
308K
Value
$15.56M
Kenvue Inc.
KVUE
Shares Held
303K
Value
$4.92M
Omega Healthcare Investors, Inc.
OHI
Shares Held
207K
Value
$8.73M
The Williams Companies, Inc.
WMB
Shares Held
176K
Value
$11.13M
PotlatchDeltic Corporation
PCH
Shares Held
173K
Value
$7.04M
VICI Properties Inc.
VICI
Shares Held
157K
Value
$5.13M
ONEOK, Inc.
OKE
Shares Held
155K
Value
$11.33M
Sysco Corporation
SYY
Shares Held
115K
Value
$9.50M
Medtronic plc
MDT
Shares Held
86K
Value
$8.17M
AT&T Inc.
T
Shares Held
86K
Value
$2.42M