RH Tailwind Management, LLC reported 58 holdings worth US$1.03B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
RH Tailwind Management, LLC reported 58 holdings worth US$1.03B as of Jun 30, 2026. Largest: Ge Vernova Inc., Goldman Sachs Group, Inc. (the) and Howmet Aerospace Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$1.03B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ge Vernova Inc. | 19,000 | US$22.3M | 2.2% |
| Goldman Sachs Group, Inc. (the) | 18,100 | US$18.3M | 1.8% |
| Howmet Aerospace Inc. | 43,000 | US$11.6M | 1.1% |
| Vertiv Holdings, Llc | 34,000 | US$11.4M | 1.1% |
| Caterpillar, Inc. | 9,000 | US$9.58M | 0.93% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 19,000 | US$9.07M | 0.88% |
| Johnson & Johnson | 30,000 | US$7.62M | 0.74% |
| Quanta Services, Inc. | 10,500 | US$7.56M | 0.74% |
| Comfort Systems Usa, Inc. | 3,800 | US$7.53M | 0.73% |
| Mastec, Inc. | 17,000 | US$7.07M | 0.69% |
| Carpenter Technology Corporation | 10,000 | US$6.17M | 0.60% |
| Exxon Mobil Corporation | 30,000 | US$4.1M | 0.40% |
| Rio Tinto Plc | 38,000 | US$3.61M | 0.35% |
| Alphabet Inc (google) Class C | 10,000 | US$3.57M | 0.35% |
| Morgan Stanley | 2,000 | US$418K | 0.04% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |