Holdings
RH Tailwind Management, LLC
As of Jun 30, 2026, RH Tailwind Management, LLC reported 15 positions worth US$130M. Largest: Ge Vernova Inc., Goldman Sachs Group, Inc. (the) and Howmet Aerospace Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ge Vernova Inc. | 19,000 | US$22.3M | +2,000 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 18,100 | US$18.3M | +11,400 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 43,000 | US$11.6M | −5,000 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 34,000 | US$11.4M | −7,700 | Jun 30, 2026 |
| Caterpillar, Inc. | 9,000 | US$9.58M | −4,000 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 19,000 | US$9.07M | −23,000 | Jun 30, 2026 |
| Johnson & Johnson | 30,000 | US$7.62M | +20,900 | Jun 30, 2026 |
| Quanta Services, Inc. | 10,500 | US$7.56M | new | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 3,800 | US$7.53M | new | Jun 30, 2026 |
| Mastec, Inc. | 17,000 | US$7.07M | new | Jun 30, 2026 |