Teewinot Capital Advisers, L.L.C. In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Teewinot Capital Advisers, L.L.C. reported 26 stock positions worth $980.2 million . Its top holding was Alphabet Class A (GOOGL) at 10.1% of the portfolio, followed by Amazon.com (AMZN, 8.0% ) and Eli Lilly (LLY, 7.7% ). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 4 and reduced 11. The biggest buy was a new position in Delta Air Lines (DAL) and the biggest sale an exit from Home Depot (HD).
Location Norwalk, CT
CIK 0001574886
Portfolio Value $980.2M (Q4 2024) Holdings 26 stocks · $980.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 GOOGL Alphabet Inc. Class A 523,618 $99.1M Reduce -9.8% AMZN Amazon.com Inc. 356,355 $78.2M Reduce -30.6% LLY Eli Lilly & Co. 98,057 $75.7M Add +14.1% META Meta Platforms Inc. Class A 127,221 $74.5M Reduce -28.0% NFLX Netflix Inc. 79,619 $71.0M Reduce -33.8% RTX RTX Corp. 605,150 $70.0M Add +188.6% BAC Bank of America Corp. filed as BANK AMERICA CORP 1,486,144 $65.3M Reduce -3.7% DAL Delta Air Lines Inc. 849,261 $51.4M New BRK.B Berkshire Hathaway Inc. Class B 112,724 $51.1M Add +25.6% GM General Motors Co. 930,713 $49.6M Reduce -3.5% SCHW Schwab (charles) Corp. 636,602 $47.1M Reduce -18.1% MRSH Marsh & McLennan Cos 196,974 $41.8M New UBER Uber Technologies Inc. 691,205 $41.7M Reduce -16.4% MS Morgan Stanley 330,630 $41.6M Reduce -45.7% WFC Wells Fargo & Co. 553,760 $38.9M Reduce -34.2% USB US Bancorp 703,597 $33.7M Add +715.9% RYAAY Ryanair Holdings PLC-SP ADR 553,611 $24.1M Reduce 0.0% VLRS Controladora Vuela Cia-ADR 1,495,062 $11.1M No change MU Micron Technology Inc. 49,200 $4.1M No change NVO Novo-Nordisk A/S-Spons ADR 36,497 $3.1M New SAH Sonic Automotive Inc. Class A 39,260 $2.5M No change INTC Intel Corp. 97,670 $2.0M No change PRM Perimeter Solutions Inc. 102,640 $1.3M No change HPQ HP Inc. 23,802 $777K No change HPE Hewlett Packard Enterprise 23,802 $508K No change DXC DXC Technology Co. 2,045 $41K No change
Options reported separately and not counted above: UBER TECHNOLOGIES INC calls ($204K), ELI LILLY & CO calls ($23K), NOVO-NORDISK A S calls ($5K).
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ HD Home Depot Inc. Sold out 0.00% −6.10 PHM Pultegroup Inc. Sold out 0.00% −2.98 META Meta Platforms Inc. Class A Reduce -28.0% 7.60% −2.62 MS Morgan Stanley Reduce -45.7% 4.24% −2.18 UBER Uber Technologies Inc. Reduce -16.4% 4.25% −2.03 AMZN Amazon.com Inc. Reduce -30.6% 7.98% −1.69 NFLX Netflix Inc. Reduce -33.8% 7.24% −1.38 WFC Wells Fargo & Co. Reduce -34.2% 3.97% −0.84 SCHW Schwab (charles) Corp. Reduce -18.1% 4.81% −0.28 RYAAY Ryanair Holdings PLC-SP ADR Reduce 0.0% 2.46% −0.07 GOOGL Alphabet Inc. Class A Reduce -9.8% 10.11% +0.38 BAC Bank of America Corp. Reduce -3.7% 6.66% +0.47 GM General Motors Co. Reduce -3.5% 5.06% +0.69
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ DAL Delta Air Lines Inc. New 5.24% +5.24 RTX RTX Corp. Add +188.6% 7.14% +4.58 MRSH Marsh & McLennan Cos New 4.27% +4.27 USB US Bancorp Add +715.9% 3.43% +3.06 BRK.B Berkshire Hathaway Inc. Class B Add +25.6% 5.21% +1.04 NVO Novo-Nordisk A/S-Spons ADR New 0.32% +0.32 LLY Eli Lilly & Co. Add +14.1% 7.72% +0.03
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ UBER TECHNOLOGIES INC call New 1,000 $204K ELI LILLY & CO call New 50 $23K NOVO-NORDISK A S call New 600 $5K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 31 $1.4B LLY, GOOGL, AMZN, META, NVDA Q1 2026 33 $1.3B AMZN, LLY, NFLX, GOOGL, NVDA Q4 2025 31 $1.4B LLY, GOOGL, META, BRK.B, WFC Q3 2025 34 $1.3B GOOGL, LLY, META, AMZN, NFLX Q2 2025 38 $1.2B GOOGL, META, AMZN, WFC, NFLX Q1 2025 41 $978.3M BRK.B, META, GOOGL, NFLX, AMZN Q4 2024 26 $980.2M GOOGL, AMZN, LLY, META, NFLX Q3 2024 25 $989.7M META, GOOGL, AMZN, NFLX, LLY Q2 2024 26 $1.0B GOOGL, NFLX, AMZN, META, LLY Q1 2024 25 $954.8M META, GOOGL, NFLX, LLY, AMZN