Teewinot Capital Advisers, L.L.C.

13F filer · CIK 0001574886

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.38BU.S. long equity reported on 13F

Positions311 new · 3 closed

Net flow last quarter+$18.6MBuys minus sells

Top 10 positions weight68.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202631 positions
LLYELI LILLY & Co	$158M	11.45%	0.01%	+15.2%	Q3 2022
GOOGLAlphabet Inc.	$108M	7.82%	0.00%	+2.0%	Q4 2015
AMZNAmazon Com Inc	$98.3M	7.11%	0.00%	-23.4%	Q3 2023
METAMeta Platforms, Inc.	$95.9M	6.94%	Not reported	+19.8%	Q1 2016
NVDANvidia Corp	$89.8M	6.50%	0.00%	-7.2%	Q2 2020
COFCapital One Financial Corp	$89.1M	6.45%	0.07%	+199.1%	Q2 2025
CCitigroup Inc	$86M	6.22%	0.04%	-7.5%	Q4 2013
LUVSouthwest Airlines Co	$78.6M	5.68%	0.31%	+188.2%	Q2 2016
UBERUber Technologies, Inc	$70.8M	5.12%	0.05%	-8.5%	Q2 2020
NFLXNetflix Inc	$70.5M	5.10%	0.02%	-3.7%	Q4 2013
HDHome Depot, Inc.	$64.7M	4.68%	0.02%	+14.6%	Q2 2024
GMGeneral Motors Co	$64M	4.63%	0.09%	-3.8%	Q4 2013
MSMorgan Stanley	$57.6M	4.17%	0.02%	-1.1%	Q4 2022
BABAAlibaba Group Holding Ltd	$43M	3.11%	0.02%	-3.6%	Q1 2020
MSFTMicrosoft Corp	$38.5M	2.79%	0.00%	+1114.8%	Q3 2022
RYAAYRyanair Holdings PLC	$36.2M	2.62%	0.05%	-0.5%	Q4 2013
BACBank of America Corp	$34.9M	2.53%	0.01%	-34.4%	Q4 2013
PHMPultegroup Inc	$33.8M	2.45%	0.13%	+343.6%	Q3 2024
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.	$14M	1.01%	Not reported	Not reported	Q4 2013
RTXRTX Corp	$10.5M	0.76%	0.00%	-8.0%	Q3 2024
WFCWells Fargo & Company	$9M	0.65%	0.00%	-88.5%	Q1 2024
EOGEog Resources Inc	$4.88M	0.35%	0.01%	-9.6%	Q4 2014
BRK.BBerkshire Hathaway Inc	$4.22M	0.31%	Not reported	-11.1%	Q3 2022
DGXQuest Diagnostics Inc	$3.87M	0.28%	0.02%	-36.2%	Q1 2025
PRMPerimeter Solutions, Inc.	$3.66M	0.26%	0.06%	Not reported	Q4 2021
SAHSonic Automotive Inc	$3.33M	0.24%	Not reported	Not reported	Q2 2018
DALDelta Air Lines, Inc.	$2.59M	0.19%	0.00%	Not reported	Q4 2013
BXBlackstone Inc.	$2.46M	0.18%	0.00%	-3.6%	Q3 2025
BKNGBooking Holdings Inc.	$2.03M	0.15%	0.00%	-3.6%	Q4 2022
AZOAutozone Inc	$1.89M	0.14%	0.00%	-3.6%	Q1 2025
DHRDanaher Corp	$1.65M	0.12%	0.00%	-3.6%	Q3 2022
Q1 2026Reported May 15, 202633 positions
AMZNAmazon Com Inc	$112M	8.94%	0.01%	+45.3%	Q3 2023
LLYELI LILLY & Co	$105M	8.41%	0.01%	-19.4%	Q3 2022
NFLXNetflix Inc	$98.6M	7.86%	0.02%	+51.4%	Q4 2013
GOOGLAlphabet Inc.	$85.3M	6.80%	0.00%	-23.4%	Q4 2015
NVDANvidia Corp	$84.3M	6.73%	0.00%	+58.4%	Q2 2020
METAMeta Platforms, Inc.	$81.3M	6.49%	Not reported	-22.1%	Q1 2016
UBERUber Technologies, Inc	$77.1M	6.15%	0.05%	+76.7%	Q2 2020
CCitigroup Inc	$75.3M	6.01%	0.04%	+32.0%	Q4 2013
WFCWells Fargo & Company	$75.3M	6.00%	0.03%	+1.7%	Q1 2024
GMGeneral Motors Co	$64.2M	5.12%	0.10%	+22.7%	Q4 2013
BABAAlibaba Group Holding Ltd	$58.2M	4.64%	0.03%	+30.4%	Q1 2020
HDHome Depot, Inc.	$52.7M	4.20%	0.02%	+19.3%	Q2 2024
MSMorgan Stanley	$45.9M	3.66%	0.02%	+15.6%	Q4 2022
BACBank of America Corp	$45.5M	3.63%	0.01%	-2.3%	Q4 2013
MAMastercard Inc	$43.8M	3.49%	0.01%	-26.2%	Q1 2025
RYAAYRyanair Holdings PLC	$32.5M	2.59%	0.05%	-20.6%	Q4 2013
COFCapital One Financial Corp	$27.1M	2.16%	0.02%	-21.6%	Q2 2025
LUVSouthwest Airlines Co	$19.9M	1.59%	0.11%	Not reported	Q2 2016
RTXRTX Corp	$11.6M	0.92%	0.00%	+54.5%	Q3 2024
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.	$10.8M	0.86%	Not reported	Not reported	Q4 2013
PHMPultegroup Inc	$6.54M	0.52%	0.03%	Not reported	Q3 2024
EOGEog Resources Inc	$6.01M	0.48%	0.01%	-1.1%	Q4 2014
DGXQuest Diagnostics Inc	$5.61M	0.45%	0.03%	+58.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$4.55M	0.36%	Not reported	-94.9%	Q3 2022
MTBM&T Bank Corp	$3.88M	0.31%	0.01%	Not reported	Q1 2025
JNJJohnson & Johnson	$3.72M	0.30%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$3.15M	0.25%	0.00%	Not reported	Q3 2022
SAHSonic Automotive Inc	$2.69M	0.21%	Not reported	Not reported	Q2 2018
PRMPerimeter Solutions, Inc.	$2.51M	0.20%	0.06%	Not reported	Q4 2021
BXBlackstone Inc.	$2.49M	0.20%	0.00%	Not reported	Q3 2025
AZOAutozone Inc	$2.07M	0.17%	0.00%	-25.0%	Q1 2025
BKNGBooking Holdings Inc.	$1.99M	0.16%	0.00%	Not reported	Q4 2022
DHRDanaher Corp	$1.71M	0.14%	0.00%	-45.9%	Q3 2022
Q4 2025Reported Feb 17, 202631 positions
LLYELI LILLY & Co	$153M	11.21%	0.02%	-8.6%	Q3 2022
GOOGLAlphabet Inc.	$121M	8.89%	0.00%	-27.6%	Q4 2015
METAMeta Platforms, Inc.	$120M	8.84%	Not reported	+34.2%	Q1 2016
BRK.BBerkshire Hathaway Inc	$94M	6.90%	Not reported	+61.6%	Q3 2022
WFCWells Fargo & Company	$86.7M	6.36%	0.03%	Not reported	Q1 2024
AMZNAmazon Com Inc	$85.5M	6.28%	0.00%	-16.2%	Q3 2023
MAMastercard Inc	$67.7M	4.97%	0.01%	+798.4%	Q1 2025
NFLXNetflix Inc	$63.5M	4.66%	0.02%	-2.0%	Q4 2013
CCitigroup Inc	$58.7M	4.31%	0.03%	Not reported	Q4 2013
GMGeneral Motors Co	$57.1M	4.19%	0.08%	+431.0%	Q4 2013
NVDANvidia Corp	$56.9M	4.18%	0.00%	-1.7%	Q2 2020
BACBank of America Corp	$52.6M	3.86%	0.01%	Not reported	Q4 2013
BABAAlibaba Group Holding Ltd	$52.2M	3.83%	0.00%	-22.8%	Q1 2020
RYAAYRyanair Holdings PLC	$51.1M	3.75%	0.07%	+0.8%	Q4 2013
UBERUber Technologies, Inc	$49.6M	3.64%	0.03%	-5.1%	Q2 2020
HDHome Depot, Inc.	$46.2M	3.39%	0.01%	+22.7%	Q2 2024
COFCapital One Financial Corp	$45.9M	3.37%	0.03%	-2.9%	Q2 2025
MSMorgan Stanley	$42.8M	3.14%	0.02%	-51.8%	Q4 2022
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.	$13.3M	0.97%	Not reported	Not reported	Q4 2013
RTXRTX Corp	$7.12M	0.52%	0.00%	+51.1%	Q3 2024
PHMPultegroup Inc	$6.52M	0.48%	0.03%	+104.3%	Q3 2024
EOGEog Resources Inc	$4.41M	0.32%	0.01%	Not reported	Q4 2014
DHRDanaher Corp	$3.81M	0.28%	0.00%	+120.7%	Q3 2022
MTBM&T Bank Corp	$3.78M	0.28%	0.01%	Not reported	Q1 2025
BXBlackstone Inc.	$3.34M	0.25%	0.00%	-91.3%	Q3 2025
DGXQuest Diagnostics Inc	$3.14M	0.23%	0.02%	Not reported	Q1 2025
PRMPerimeter Solutions, Inc.	$2.83M	0.21%	0.07%	Not reported	Q4 2021
AZOAutozone Inc	$2.77M	0.20%	0.00%	Not reported	Q1 2025
BKNGBooking Holdings Inc.	$2.53M	0.19%	0.00%	Not reported	Q4 2022
SAHSonic Automotive Inc	$2.43M	0.18%	Not reported	Not reported	Q2 2018
NVONovo Nordisk A S	$1.33M	0.10%	Not reported	Not reported	Q4 2024
Q3 2025Reported Nov 14, 202534 positions
GOOGLAlphabet Inc.	$130M	10.11%	0.00%	-21.7%	Q4 2015
LLYELI LILLY & Co	$119M	9.22%	0.02%	+72.0%	Q3 2022
METAMeta Platforms, Inc.	$99.8M	7.76%	Not reported	-13.9%	Q1 2016
AMZNAmazon Com Inc	$97.1M	7.55%	0.00%	-0.7%	Q3 2023
NFLXNetflix Inc	$82.8M	6.44%	0.02%	+8.0%	Q4 2013
BABAAlibaba Group Holding Ltd	$82.3M	6.40%	0.00%	+146.2%	Q1 2020
LRCXLam Research Corp	$80.5M	6.26%	0.05%	-30.4%	Q1 2025
MSMorgan Stanley	$79.6M	6.19%	0.03%	+7.1%	Q4 2022
UBERUber Technologies, Inc	$62.6M	4.87%	0.03%	+29.7%	Q2 2020
BRK.BBerkshire Hathaway Inc	$58.2M	4.52%	Not reported	+1.3%	Q3 2022
NVDANvidia Corp	$57.9M	4.50%	0.00%	-30.7%	Q2 2020
DALDelta Air Lines, Inc.	$50.1M	3.90%	0.14%	Not reported	Q4 2013
HUMHumana Inc	$48.9M	3.80%	0.16%	-11.7%	Q2 2025
HDHome Depot, Inc.	$44.3M	3.45%	0.01%	+2514.3%	Q2 2024
BXBlackstone Inc.	$42.7M	3.32%	0.03%	New	Q3 2025
RYAAYRyanair Holdings PLC	$42.3M	3.29%	0.07%	+1.4%	Q4 2013
COFCapital One Financial Corp	$41.5M	3.22%	0.03%	-47.4%	Q2 2025
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.	$10.7M	0.83%	Not reported	Not reported	Q4 2013
GMGeneral Motors Co	$8.07M	0.63%	0.01%	+174.7%	Q4 2013
MAMastercard Inc	$7.51M	0.58%	0.00%	+108.9%	Q1 2025
EOGEog Resources Inc	$4.71M	0.37%	0.01%	+108.9%	Q4 2014
RTXRTX Corp	$4.3M	0.33%	0.00%	+108.9%	Q3 2024
MTBM&T Bank Corp	$3.71M	0.29%	0.01%	+11.6%	Q1 2025
PHMPultegroup Inc	$3.59M	0.28%	0.01%	Not reported	Q3 2024
AZOAutozone Inc	$3.51M	0.27%	0.00%	+109.0%	Q1 2025
DGXQuest Diagnostics Inc	$3.45M	0.27%	0.02%	+108.9%	Q1 2025
SAHSonic Automotive Inc	$2.99M	0.23%	Not reported	Not reported	Q2 2018
SCHWSchwab Charles Corp	$2.59M	0.20%	0.00%	-93.9%	Q1 2023
BKNGBooking Holdings Inc.	$2.55M	0.20%	0.00%	+108.9%	Q4 2022
PRMPerimeter Solutions, Inc.	$2.3M	0.18%	0.07%	Not reported	Q4 2021
USBUS Bancorp \de\	$2.08M	0.16%	0.00%	Not reported	Q1 2020
LHLabcorp Holdings Inc.	$1.95M	0.15%	0.01%	+108.9%	Q1 2025
DHRDanaher Corp	$1.5M	0.12%	0.00%	+108.9%	Q3 2022
NVONovo Nordisk A S	$1.45M	0.11%	Not reported	-28.4%	Q4 2024

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