RH Tailwind Management, LLC: 13F holdings
CIK 20653312026Q2
| Positions | 58 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 58 (+1 vs prior quarter) |
|---|
| Reported value | $1.0bn (+31.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GEV GE VERNOVA INC | 19,000 | $22.3m | 2.2% |
| GS GOLDMAN SACHS GROUP INC | 18,100 | $18.3m | 1.8% |
| OIH VANECK ETF TRUST | 43,900 | $16.3m | 1.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 21,500 | $16.1m | 1.6% |
| QQQ INVESCO QQQ TR | 20,500 | $15.1m | 1.5% |
| MTUM ISHARES TR | 40,000 | $13.7m | 1.3% |
| HWM HOWMET AEROSPACE INC | 43,000 | $11.6m | 1.1% |
| VRT VERTIV HOLDINGS CO | 34,000 | $11.4m | 1.1% |
| CAT CATERPILLAR INC | 9,000 | $9.6m | 0.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 19,000 | $9.1m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065331")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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