Teewinot Capital Advisers, L.L.C.

CIK: 0001574886SEC EDGAR →

Portfolio Value

$1.4T

Holdings

31

As of

Q4 2025

New Positions

3

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ELI LILLY & CO

142,111$152.0B
11.16%
2

ALPHABET INC

387,035$121.0B
8.88%
3

META PLATFORMS INC

182,353$120.0B
8.81%
4

BERKSHIRE HATHAWAY INC DEL

187,021$94.0B
6.90%
5

WELLS FARGO CO NEW

929,734$86.0B
6.31%
6

AMAZON COM INC

370,443$85.0B
6.24%
7

MASTERCARD INCORPORATED

118,666$67.0B
4.92%
8

NETFLIX INC

677,172$63.0B
4.63%
9

CITIGROUP INC

503,358$58.0B
4.26%
10

GENERAL MTRS CO

702,358$57.0B
4.19%

Quarterly Changes

Top Buys

WFCNEW
$86.0B
MA↑ Increased
$59.5B
TRVCNEW
$58.0B
BACNEW
$52.0B
GM↑ Increased
$48.9B

Top Sells

LRCXCLOSED
$80.5B
DALCLOSED
$50.1B
HUMCLOSED
$48.9B
BX↓ Decreased
$39.7B
DWD↓ Decreased
$37.6B

New Positions (3)

$86.0B · 930K shares
$58.0B · 503K shares
$52.0B · 957K shares

Closed Positions (6)

$80.5B · 601K shares
$50.1B · 883K shares
$48.9B · 188K shares
$2.6B · 27K shares
$2.1B · 43K shares
$2.0B · 7K shares

Sector Breakdown

Sector# HoldingsValue%
Communication Services3$304.0B22.6%
Financial Services6$256.0B19.0%
Consumer Cyclical8$252.0B18.7%
Unknown3$194.0B14.4%
Healthcare4$159.0B11.8%
Technology2$105.0B7.8%
Industrials3$71.0B5.3%
Energy1$4.0B0.3%
Basic Materials1$2.0B0.1%