Teewinot Capital Advisers as of March 31, 2026
Portfolio Holdings for Teewinot Capital Advisers
Teewinot Capital Advisers holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.9 | $112M | 538k | 208.28 | |
| Eli Lilly & Co. (LLY) | 8.4 | $105M | 115k | 919.77 | |
| Netflix (NFLX) | 7.9 | $99M | 1.0M | 96.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $85M | 297k | 287.56 | |
| NVIDIA Corporation (NVDA) | 6.7 | $84M | 484k | 174.41 | |
| Meta Platforms Cl A (META) | 6.5 | $81M | 142k | 572.13 | |
| Uber Technologies (UBER) | 6.1 | $77M | 1.1M | 71.93 | |
| Citigroup Com New (C) | 6.0 | $75M | 664k | 113.41 | |
| Wells Fargo & Company (WFC) | 6.0 | $75M | 945k | 79.61 | |
| General Motors Company (GM) | 5.1 | $64M | 862k | 74.50 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.6 | $58M | 464k | 125.46 | |
| Home Depot (HD) | 4.2 | $53M | 160k | 328.89 | |
| Morgan Stanley Com New (MS) | 3.7 | $46M | 279k | 164.57 | |
| Bank of America Corporation (BAC) | 3.6 | $46M | 934k | 48.75 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $44M | 88k | 499.66 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 2.6 | $33M | 563k | 57.80 | |
| Capital One Financial (COF) | 2.2 | $27M | 149k | 182.43 | |
| Southwest Airlines (LUV) | 1.6 | $20M | 530k | 37.57 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $12M | 60k | 192.90 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.9 | $11M | 1.5M | 7.24 | |
| Pulte (PHM) | 0.5 | $6.5M | 56k | 117.61 | |
| EOG Resources (EOG) | 0.5 | $6.0M | 42k | 144.57 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $5.6M | 29k | 195.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.5M | 9.5k | 479.20 | |
| M&T Bank Corporation (MTB) | 0.3 | $3.9M | 19k | 206.72 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.7M | 15k | 244.44 | |
| Microsoft Corporation (MSFT) | 0.3 | $3.1M | 8.5k | 370.17 | |
| Sonic Automotive Cl A (SAH) | 0.2 | $2.7M | 39k | 68.57 | |
| Perimeter Solutions Common Stock (PRM) | 0.2 | $2.5M | 103k | 24.42 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.5M | 22k | 114.99 | |
| AutoZone (AZO) | 0.2 | $2.1M | 613.00 | 3377.78 | |
| Booking Holdings (BKNG) | 0.2 | $2.0M | 472.00 | 4210.32 | |
| Danaher Corporation (DHR) | 0.1 | $1.7M | 9.0k | 189.60 |
