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Teewinot Capital Advisers, L.L.C.

CIK:0001574886
Hedge Fund
$1B AUM
38 holdings
New York, NY, United States
Founded:2005
10 employees
Latest filing:Jun 30, 2025

Teewinot Capital Advisers, L.L.C. is a SEC-registered hedge fund and investment adviser headquartered in New York, NY. Founded in 2005, the firm employs a contrarian, research-driven approach to equity investing, seeking mispriced securities. With more than 20 years of industry experience and an estimated team size of under 10 employees, Teewinot serves institutional investors through diversified fund vehicles and managed accounts.

Investment Strategy

Teewinot Capital Advisers leverages a contrarian equity investment strategy, focusing on deep, fundamental research to identify mispriced stocks and market opportunities. The portfolio is concentrated around high-conviction positions, exemplified by substantial holdings in leading technology and financial stocks like Alphabet, Meta, Amazon, and Wells Fargo. The firm employs flexible asset allocation and aims for long-term growth through disciplined risk management and intensive analysis.

Latest 13F Filing Activity

Teewinot Capital Advisers, L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $1B. The fund increased holdings in Capital One Finl Corp., Morgan Stanley, Humana Inc. among other positions. Teewinot Capital Advisers, L.L.C. reduced exposure to Unum Group, Marsh & Mclennan Cos Inc., RTX Corporation among others.

Top Buys
C
COFCAPITAL ONE FINL CORP
+$78.9M
M
MSMORGAN STANLEY
+$65.8M
H
HUMHUMANA INC
+$52.1M
L
LRCXLAM RESEARCH CORP
+$47.9M
W
WFCWELLS FARGO CO NEW
+$44.7M
Top Sells
U
UNMUNUM GROUP
-$58.9M
M
MMCMARSH & MCLENNAN COS INC
-$58.6M
R
RTXRTX CORPORATION
-$44.5M
B
BMYBRISTOL-MYERS SQUIBB CO
-$40.6M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$38.3M

Top Holdings

G
GOOGLALPHABET INC
+9.9%$120.4M
M
METAMETA PLATFORMS INC
+9.6%$116.5M
A
AMZNAMAZON COM INC
+8.0%$97.7M
W
WFCWELLS FARGO CO NEW
+7.4%$89.8M
N
NFLXNETFLIX INC
+7.0%$85.6M

Equity Positions (38)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ALPHABET INC9.90%$120.4M683,327$118.23$176.23+$36.9M
META PLATFORMS INC9.57%$116.5M157,809$284.52$738.09+$32.5M
AMAZON COM INC8.03%$97.7M445,437$182.01$219.39+$29.2M
WELLS FARGO CO NEW7.38%$89.8M1,120,217$69.22$80.12+$44.7M
NETFLIX INC7.04%$85.6M63,937$366.19$1339.13+$8.9M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.9%
SERVICES-BUSINESS SERVICES, NEC
+11.9%
PHARMACEUTICAL PREPARATIONS
+9.3%
AIR TRANSPORTATION, SCHEDULED
+8.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.5%