RH Tailwind Management, LLC
Net seller this quarter
$1.03B
18
-$23.4M
12.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GEV | $22.3M | 2.17% | 0.01% | +11.8% | Q4 2025 |
 GS | $18.3M | 1.78% | 0.01% | +170.2% | Q4 2025 |
 SPY | $16.1M | 1.56% | Not reported | New | Q2 2026 |
 QQQ | $15.1M | 1.47% | Not reported | New | Q2 2026 |
 HWM | $11.6M | 1.13% | 0.01% | -10.4% | Q1 2026 |
 VRT | $11.4M | 1.11% | 0.01% | -18.5% | Q1 2026 |
 CAT | $9.58M | 0.93% | 0.00% | -30.8% | Q4 2025 |
 TSM | $9.07M | 0.88% | 0.00% | -54.8% | Q1 2026 |
 JNJ | $7.62M | 0.74% | 0.00% | +229.7% | Q1 2026 |
 PWR | $7.56M | 0.74% | 0.01% | New | Q2 2026 |
 FIX | $7.53M | 0.73% | 0.01% | New | Q2 2026 |
 MTZ | $7.07M | 0.69% | 0.02% | New | Q2 2026 |
 CRS | $6.17M | 0.60% | 0.02% | New | Q2 2026 |
 SMH | $5.58M | 0.54% | Not reported | -70.7% | Q4 2025 |
 XOM | $4.1M | 0.40% | 0.00% | -49.2% | Q1 2026 |
 RIO | $3.61M | 0.35% | 0.00% | +375.0% | Q1 2026 |
 GOOGL | $3.57M | 0.35% | 0.00% | -77.3% | Q4 2025 |
 MS | $418K | 0.04% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GEV | $14.8M | 1.90% | 0.01% | +209.1% | Q4 2025 |
| TSM | $14.2M | 1.82% | 0.00% | New | Q1 2026 |
 LMT | $13.9M | 1.78% | 0.01% | New | Q1 2026 |
 CVX | $13.7M | 1.75% | 0.00% | New | Q1 2026 |
| GOOGL | $12.7M | 1.62% | 0.00% | +633.3% | Q4 2025 |
| SMH | $11.1M | 1.42% | Not reported | +26.1% | Q4 2025 |
| HWM | $11.1M | 1.42% | 0.01% | New | Q1 2026 |
| VRT | $10.4M | 1.34% | 0.01% | New | Q1 2026 |
 C | $10.3M | 1.32% | 0.01% | +22.5% | Q4 2025 |
 RTX | $10.2M | 1.31% | 0.00% | +112.0% | Q4 2025 |
| XOM | $10M | 1.28% | 0.00% | New | Q1 2026 |
| CAT | $9.21M | 1.18% | 0.00% | +333.3% | Q4 2025 |
| GS | $5.67M | 0.73% | 0.00% | -10.7% | Q4 2025 |
 VST | $5.11M | 0.65% | 0.01% | +41.7% | Q4 2025 |
 FDX | $4.45M | 0.57% | 0.01% | New | Q1 2026 |
 COP | $2.38M | 0.30% | 0.00% | New | Q1 2026 |
| JNJ | $2.22M | 0.28% | 0.00% | New | Q1 2026 |
| RIO | $746K | 0.10% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
 PLTR | $10.8M | 1.72% | 0.00% | New | Q4 2025 |
| C | $8.64M | 1.37% | 0.00% | New | Q4 2025 |
| SMH | $8.28M | 1.32% | Not reported | New | Q4 2025 |
 AXP | $7.4M | 1.18% | 0.00% | New | Q4 2025 |
 APP | $7.08M | 1.12% | 0.00% | New | Q4 2025 |
| GS | $6.59M | 1.05% | 0.00% | New | Q4 2025 |
 HOOD | $6.56M | 1.04% | 0.02% | New | Q4 2025 |
 CVNA | $6.12M | 0.97% | Not reported | New | Q4 2025 |
 W | $4.92M | 0.78% | Not reported | New | Q4 2025 |
| RTX | $4.59M | 0.73% | 0.00% | New | Q4 2025 |
| VST | $3.87M | 0.62% | 0.01% | New | Q4 2025 |
| GEV | $3.59M | 0.57% | 0.00% | New | Q4 2025 |
 SPOT | $2.61M | 0.42% | 0.00% | New | Q4 2025 |
 NVDA | $2.42M | 0.39% | 0.00% | New | Q4 2025 |
 GE | $2.16M | 0.34% | 0.00% | New | Q4 2025 |
| GOOGL | $1.88M | 0.30% | 0.00% | New | Q4 2025 |
| CAT | $1.72M | 0.27% | 0.00% | New | Q4 2025 |