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RH Tailwind Management, LLC

Diversified strategyHigh-turnover traderContrarian

Total reported value

$781.2M

Reporting period: 2026-03-31 · Number of holdings: 57

RH Tailwind Management, LLC disclosed 57 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $781.2M and a quarterly turnover rate of 141.1%.

Personality snowflake

Concentration
10.61
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
73
Diversification
100
Sizing Uniformity
92.78

Recent moves

  • Add 78462F953

    +700.0% $45.2M

  • Trim GS

    -70.1% -$31.3M

  • Trim C

    -55.0% -$26.3M

  • Trim 69608A958

    -43.8% -$15.3M

  • Add VRT

    +187.4% $21.3M

  • Add GEV

    +100.0% $21.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1Spdr S&p 500 ETF TrETF-Large Cap & Growth6.66%+5.58%+700.00%
2GEVGE Vernova Inc.Stock-Industrials4.47%+2.39%+100.00%
3XOMExxon Mobil CorporationStock-Energy4.13%+4.13%NEW
4TSMTaiwan Semiconductor Manufacturing Company LimitedStock-Tech4.00%+4.00%NEW
5CVXChevron CorporationStock-Energy3.97%+3.97%NEW
6VRTVertiv Holdings CoStock-Industrials3.51%+2.53%+187.40%
7Spdr Ser TrStock-Other3.49%+3.49%NEW
8Stock-Other3.45%+3.45%NEW
9SMHCVanEck China Semiconductor ETFETF-Emerging Markets3.19%+0.33%+30.00%
10GOOGAlphabet Inc.Stock-Comm Services2.76%+50.00%
11LMTLockheed Martin CorporationStock-Industrials2.71%+2.71%NEW
12Howmet Aerospace INCStock-Other2.66%+28.57%
13CCitigroup Inc.Stock-Financials2.61%-4.81%-55.01%
14OXYOccidental Petroleum CorporationStock-Energy2.50%+2.50%NEW
15CATCaterpillar Inc.Stock-Industrials2.27%+25.00%
16Palantir Technologies INCStock-Other2.25%+2.25%NEW
17RTXRTX CorporationStock-Industrials1.98%-20.06%
18GEVGE Vernova INCStock-Industrials1.90%+1.33%+209.09%
19TSMTaiwan Semiconductor-sp AdrStock-Tech1.82%+1.82%NEW
20LMTLockheed Martin CORPStock-Industrials1.78%+1.78%NEW
21CVXChevron CORPStock-Energy1.75%+1.75%NEW
22Palantir Technologies INCStock-Other1.69%-2.83%-43.75%
23GSThe Goldman Sachs Group, Inc.Stock-Financials1.62%-5.38%-70.06%
24GOOGLAlphabet Inc-cl AStock-Comm Services1.62%+1.32%+633.33%
25JNJJohnson & JohnsonStock-Healthcare1.56%+1.56%NEW
26SMHCVanEck China Semiconductor ETFETF-Emerging Markets1.55%+1.55%NEW
27XOPSs Spdr S&p Og Exp & ProdETF-Other1.47%+1.47%NEW
28SMHVaneck Semiconductor ETFETF-Other1.42%+26.09%
29OXYOccidental Petroleum CorporationStock-Energy1.42%+1.42%NEW
30HWMHowmet Aerospace INCStock-Industrials1.42%+1.42%NEW
31VRTVertiv Holdings Co-aStock-Industrials1.34%+1.34%NEW
32CCitigroup INCStock-Financials1.32%+22.54%
33RTXRtx CORPStock-Industrials1.31%+112.00%
34Spdr Series TrustStock-Other1.31%+1.31%NEW
35XOMExxon Mobil CORPStock-Energy1.28%+1.28%NEW
36CATCaterpillar INCStock-Industrials1.18%+0.91%+333.33%
37VSTVistra Corp.Stock-Utilities1.15%-33.33%
38JNJJohnson & JohnsonStock-Healthcare1.10%+1.10%NEW
39Select Sector Spdr TrStock-Other1.04%+1.04%NEW
40Stock-Other1.02%+1.02%NEW
41SMHCVanEck China Semiconductor ETFETF-Emerging Markets0.98%+0.98%NEW
42VSTVistra Corp.Stock-Utilities0.96%
43FDXFedEx CorporationStock-Industrials0.91%+0.91%NEW
44XBISs Spdr S&p Biotech ETFETF-Tech0.80%
45XLISs Industrial Select SectorETF-Other0.75%
46GOOGAlphabet Inc.Stock-Comm Services0.74%-33.33%
47GSGoldman Sachs Group INCStock-Financials0.73%-10.67%
48COPConocoPhillipsStock-Energy0.68%
49OIHVaneck Oil Services ETFETF-Other0.67%
50VSTVistra CORPStock-Utilities0.65%+41.67%
150 of 57

Holding changes this quarter

RH Tailwind Management, LLC's most significant position changes for 2026-03-31: Sold out: AppLovin Corporation (APP); New buy: Exxon Mobil Corporation (XOM); New buy: Taiwan Semiconductor Manufacturing Company Limited (TSM); New buy: Chevron Corporation (CVX); New buy: Spdr Ser Tr.

Position changes disclosed by RH Tailwind Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1Spdr S&p 500 ETF Tr+5.6%+700.00%Add
2VRTVertiv Holdings Co+2.5%+187.40%Add
3GEVGE Vernova Inc.+2.4%+100.00%Add
4GEVGE Vernova INC+1.3%+209.09%Add
5GOOGLAlphabet Inc-cl A+1.3%+633.33%Add
6CATCaterpillar INC+0.9%+333.33%Add
7SMHCVanEck China Semiconductor ETF+0.3%+30.00%Add
8Palantir Technologies INC-2.8%-43.75%Trim
9CCitigroup Inc.-4.8%-55.01%Trim
10GSThe Goldman Sachs Group, Inc.-5.4%-70.06%Trim
11APPAppLovin CorporationEXITSold out
12XOMExxon Mobil CorporationNEWNew buy
13TSMTaiwan Semiconductor Manufacturing Company LimitedNEWNew buy
14CVXChevron CorporationNEWNew buy
15Spdr Ser TrNEWNew buy
16NEWNew buy
17LMTLockheed Martin CorporationNEWNew buy
18OXYOccidental Petroleum CorporationNEWNew buy
19NVDANVIDIA CorporationEXITSold out
20AXPAmerican Express CompanyEXITSold out
21Palantir Technologies INCNEWNew buy
22Carvana CoEXITSold out
23Wayfair INCEXITSold out
24Select Sector Spdr TrEXITSold out
25TSMTaiwan Semiconductor-sp AdrNEWNew buy
26LMTLockheed Martin CORPNEWNew buy
27CVXChevron CORPNEWNew buy
28AEPAmerican Electric Power Company, Inc.EXITSold out
29JNJJohnson & JohnsonNEWNew buy
30SMHCVanEck China Semiconductor ETFNEWNew buy
31CATCaterpillar Inc.EXITSold out
32XOPSs Spdr S&p Og Exp & ProdNEWNew buy
33HOODRobinhood Markets, Inc.EXITSold out
34OXYOccidental Petroleum CorporationNEWNew buy
35HWMHowmet Aerospace INCNEWNew buy
36PLTRPalantir Technologies Inc-aEXITSold out
37VRTVertiv Holdings Co-aNEWNew buy
38WDCWestern Digital CorporationEXITSold out
39Spdr Series TrustNEWNew buy
40XOMExxon Mobil CORPNEWNew buy
41XLKSs Technology Select SectorEXITSold out
42JNJJohnson & JohnsonNEWNew buy
43Select Sector Spdr TrNEWNew buy
44NEWNew buy
45SMHCVanEck China Semiconductor ETFNEWNew buy
46VOOVanguard S&P 500 ETFEXITSold out
47AXPAmerican Express CoEXITSold out
48FDXFedEx CorporationNEWNew buy
49APPApplovin Corp-class AEXITSold out
50SPYState Street SPDR S&P 500 ETF TrustEXITSold out

FAQ

What is RH Tailwind Management, LLC and what type of investor is it?
RH Tailwind Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $781.2M, spread across 57 disclosed positions.
What are RH Tailwind Management, LLC's largest equity positions?
Based on the latest 13F filing, RH Tailwind Management, LLC's top holdings by market value are: 1. Spdr S&p 500 ETF Tr — $52.0M (6.7%) 2. GE Vernova Inc. (GEV) — $34.9M (4.5%) 3. Exxon Mobil Corporation (XOM) — $32.3M (4.1%) 4. Taiwan Semiconductor Manufacturing Company Limited (TSM) — $31.3M (4.0%) 5. Chevron Corporation (CVX) — $31.0M (4.0%)
What changes did RH Tailwind Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, RH Tailwind Management, LLC made 50 notable position adjustments: 24 new positions were initiated, 7 existing holdings were added to, 3 positions were partially reduced, and 16 were completely exited. The largest of these moves: Sold out: AppLovin Corporation (APP); New buy: Exxon Mobil Corporation (XOM); New buy: Taiwan Semiconductor Manufacturing Company Limited (TSM); New buy: Chevron Corporation (CVX); New buy: Spdr Ser Tr
What sectors does RH Tailwind Management, LLC focus on?
RH Tailwind Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 39.5% • Energy: 24.5% • Financials: 9.6% • Information Technology: 8.9% • Communication Services: 7.8% • Health Care: 4.5%