Investor
RH Tailwind Management, LLC
CIK 0002065331 · filed 2026-05-15 · SEC filing
13F book
$781.2M
Positions
23
15 new · 11 sold
Largest name
1.9%
GE Vernova Inc. · GEV
Est. mark
$1.51M
Price effect on 8 names still held. Flow $92.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| GE Vernova Inc. | GEV | 17K | $14.8M | 1.9% | $1.21M | Added$11.2M |
| Taiwan Semiconductor Mfg Ltd | — | 42K | $14.2M | 1.8% | — | New |
| Lockheed Martin Corp | LMT | 23K | $13.9M | 1.8% | — | New |
| Chevron Corp New | CVX | 66K | $13.7M | 1.7% | — | New |
| Alphabet Inc | — | 44K | $12.7M | 1.6% | −$152.6K | Added$10.8M |
| Spdr Series Trust | — | 63K | $11.5M | 1.5% | — | New |
| Vaneck Etf Trust | — | 29K | $11.1M | 1.4% | $535.2K | Added$2.84M |
| Howmet Aerospace Inc. | HWM | 48K | $11.1M | 1.4% | — | New |
| Vertiv Holdings Co | VRT | 41.7K | $10.4M | 1.3% | — | New |
| Citigroup Inc | — | 90.7K | $10.3M | 1.3% | −$242.7K | Added$1.65M |
| RTX Corp | RTX | 53K | $10.2M | 1.3% | $237.5K | Added$5.64M |
| Exxon Mobil Corp | — | 59K | $10M | 1.3% | — | New |
| Caterpillar Inc | CAT | 13K | $9.21M | 1.2% | $406.8K | Added$7.49M |
| Spdr Series Trust | — | 49K | $6.26M | 0.8% | — | New |
| Select Sector Spdr Tr | — | 36K | $5.82M | 0.7% | — | New |
| Goldman Sachs Group Inc | — | 6.7K | $5.67M | 0.7% | −$221.2K | Cut−$924.4K |
| Vaneck Etf Trust | — | 13K | $5.25M | 0.7% | — | New |
| Vistra Corp. | VST | 34K | $5.11M | 0.7% | −$264K | Added$1.24M |
| Fedex Corp | FDX | 12.5K | $4.45M | 0.6% | — | New |
| Conocophillips | COP | 18K | $2.38M | 0.3% | — | New |
| Select Sector Spdr Tr | — | 37K | $2.27M | 0.3% | — | New |
| Johnson & Johnson | JNJ | 9.1K | $2.22M | 0.3% | — | New |
| Rio Tinto Plc | — | 8K | $746.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.