Teewinot Capital Advisers, L.L.C. Top Holdings and 13F Report (2025) About Teewinot Capital Advisers, L.L.C.Investment ActivityTeewinot Capital Advisers, L.L.C. has $980.47 million in total holdings as of December 31, 2024.Teewinot Capital Advisers, L.L.C. owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 19.68% of the portfolio was purchased this quarter.About 28.53% of the portfolio was sold this quarter.This quarter, Teewinot Capital Advisers, L.L.C. has purchased 25 new stocks and bought additional shares in 4 stocks.Teewinot Capital Advisers, L.L.C. sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $99,120,887Amazon.com $78,180,723Eli Lilly and Company $75,700,004Meta Platforms $74,489,168Netflix $70,966,007 Largest New Holdings this Quarter Delta Air Lines $51,380,291 HoldingMarsh & McLennan Companies $41,839,247 HoldingNovo Nordisk A/S $3,139,472 HoldingPERIMETER SOLUTIONS INC $1,311,739 HoldingUBER TECHNOLOGIES INC $203,750 Holding Largest Purchases this Quarter Delta Air Lines 849,261 shares (about $51.38M)RTX 395,434 shares (about $45.76M)Marsh & McLennan Companies 196,974 shares (about $41.84M)U.S. Bancorp 617,363 shares (about $29.53M)Berkshire Hathaway 22,969 shares (about $10.41M) Largest Sales this Quarter Netflix 40,591 shares (about $36.18M)Morgan Stanley 278,624 shares (about $35.03M)Amazon.com 156,933 shares (about $34.43M)Meta Platforms 49,378 shares (about $28.91M)Wells Fargo & Company 288,103 shares (about $20.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeewinot Capital Advisers, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$99,120,887$10,822,470 ▼-9.8%523,61810.1%Computer and TechnologyAMZNAmazon.com$78,180,723$34,429,531 ▼-30.6%356,3558.0%Retail/WholesaleLLYEli Lilly and Company$75,700,004$9,370,536 ▲14.1%98,0577.7%MedicalMETAMeta Platforms$74,489,168$28,911,313 ▼-28.0%127,2217.6%Computer and TechnologyNFLXNetflix$70,966,007$36,179,570 ▼-33.8%79,6197.2%Consumer DiscretionaryRTXRTX$70,027,958$45,759,622 ▲188.6%605,1507.1%AerospaceBACBank of America$65,316,029$2,522,071 ▼-3.7%1,486,1446.7%FinanceDALDelta Air Lines$51,380,291$51,380,291 ▲New Holding849,2615.2%TransportationBRK.BBerkshire Hathaway$51,095,535$10,411,388 ▲25.6%112,7245.2%FinanceGMGeneral Motors$49,579,082$1,806,119 ▼-3.5%930,7135.1%Auto/Tires/TrucksSCHWCharles Schwab$47,114,914$10,375,166 ▼-18.0%636,6024.8%FinanceMMCMarsh & McLennan Companies$41,839,247$41,839,247 ▲New Holding196,9744.3%FinanceUBERUber Technologies$41,693,486$8,207,803 ▼-16.4%691,2054.3%Computer and TechnologyMSMorgan Stanley$41,566,804$35,028,610 ▼-45.7%330,6304.2%FinanceWFCWells Fargo & Company$38,896,102$20,236,355 ▼-34.2%553,7604.0%FinanceUSBU.S. Bancorp$33,653,045$29,528,473 ▲715.9%703,5973.4%FinanceRYAAYRyanair$24,131,903$44 ▼0.0%553,6112.5%TransportationVLRSControladora Vuela Compañía de Aviación$11,123,2610.0%1,495,0621.1%TransportationMUMicron Technology$4,141,6560.0%49,2000.4%Computer and TechnologyNVONovo Nordisk A/S$3,139,472$3,139,472 ▲New Holding36,4970.3%MedicalSAHSonic Automotive$2,487,1210.0%39,2600.3%Retail/WholesaleINTCIntel$1,960,2370.0%97,6700.2%Computer and TechnologyPERIMETER SOLUTIONS INC$1,311,739$1,311,739 ▲New Holding102,6400.1%COMMON STOCKHPQHP$776,5400.0%23,8020.1%Computer and TechnologyHPEHewlett Packard Enterprise$508,2920.0%23,8020.1%Computer and TechnologyUBER TECHNOLOGIES INC$203,750$203,750 ▲New Holding1,0000.0%CALLDXCDXC Technology$40,8800.0%2,0450.0%Computer and TechnologyELI LILLY & CO$22,500$22,500 ▲New Holding500.0%CALLNOVO-NORDISK A S$5,400$5,400 ▲New Holding6000.0%CALLHDHome Depot$0$60,327,797 ▼-100.0%00.0%Retail/WholesalePHMPulteGroup$0$29,490,535 ▼-100.0%00.0%ConstructionPRMPerimeter Solutions$0$1,380,508 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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