Teewinot Capital Advisers as of Dec. 31, 2025
Portfolio Holdings for Teewinot Capital Advisers
Teewinot Capital Advisers holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 11.2 | $153M | 142k | 1074.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.9 | $121M | 387k | 313.00 | |
| Meta Platforms Cl A (META) | 8.8 | $120M | 182k | 660.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.9 | $94M | 187k | 502.65 | |
| Wells Fargo & Company (WFC) | 6.4 | $87M | 930k | 93.20 | |
| Amazon (AMZN) | 6.3 | $86M | 370k | 230.82 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $68M | 119k | 570.88 | |
| Netflix (NFLX) | 4.7 | $64M | 677k | 93.76 | |
| Citigroup Com New (C) | 4.3 | $59M | 503k | 116.69 | |
| General Motors Company (GM) | 4.2 | $57M | 702k | 81.32 | |
| NVIDIA Corporation (NVDA) | 4.2 | $57M | 305k | 186.50 | |
| Bank of America Corporation (BAC) | 3.9 | $53M | 957k | 55.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.8 | $52M | 356k | 146.58 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 3.8 | $51M | 708k | 72.19 | |
| Uber Technologies (UBER) | 3.6 | $50M | 607k | 81.71 | |
| Home Depot (HD) | 3.4 | $46M | 134k | 344.10 | |
| Capital One Financial (COF) | 3.4 | $46M | 189k | 242.36 | |
| Morgan Stanley Com New (MS) | 3.1 | $43M | 241k | 177.53 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 1.0 | $13M | 1.5M | 8.88 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $7.1M | 39k | 183.40 | |
| Pulte (PHM) | 0.5 | $6.5M | 56k | 117.26 | |
| EOG Resources (EOG) | 0.3 | $4.4M | 42k | 105.01 | |
| Danaher Corporation (DHR) | 0.3 | $3.8M | 17k | 228.92 | |
| M&T Bank Corporation (MTB) | 0.3 | $3.8M | 19k | 201.48 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.3M | 22k | 154.14 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $3.1M | 18k | 173.53 | |
| Perimeter Solutions Common Stock (PRM) | 0.2 | $2.8M | 103k | 27.53 | |
| AutoZone (AZO) | 0.2 | $2.8M | 817.00 | 3391.50 | |
| Booking Holdings (BKNG) | 0.2 | $2.5M | 472.00 | 5355.33 | |
| Sonic Automotive Cl A (SAH) | 0.2 | $2.4M | 39k | 61.86 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.3M | 26k | 50.88 |
