Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RH Tailwind Management, LLC (CIK 2065331) reported $1.03B across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ESPO ($109.5M, 10.67%), CAT ($74.5M, 7.26%), TSM ($58.5M, 5.70%), GEV ($52.9M, 5.15%), SNDK1 ($45.5M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESPO | VANECK ETF TRUST | $109.5M | 10.67% | 167,000 | Added |
| 2 | CAT | CATERPILLAR INC | $74.5M | 7.26% | 70,000 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.5M | 5.70% | 122,500 | Added |
| 4 | GEV | GE VERNOVA INC | $52.9M | 5.15% | 45,000 | Added |
| 5 | SNDK1 | SANDISK CORP | $45.5M | 4.43% | 20,000 | New |
| 6 | GOOGL | ALPHABET INC | $41.1M | 4.00% | 115,000 | Added |
| 7 | QLTB | ISHARES TR | $30.9M | 3.00% | 90,000 | New |
| 8 | PWR | QUANTA SVCS INC | $30.6M | 2.98% | 42,500 | New |
| 9 | GS | GOLDMAN SACHS GROUP INC | $30.3M | 2.95% | 30,000 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $29.9M | 2.91% | 40,000 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $29.5M | 2.87% | 40,000 | New |
| 12 | LITE | LUMENTUM HLDGS INC | $25.7M | 2.51% | 30,000 | New |
| 13 | CRS | CARPENTER TECHNOLOGY CORP | $24.8M | 2.41% | 40,200 | New |
| 14 | FIX | COMFORT SYS USA INC | $23.8M | 2.32% | 12,000 | New |
| 15 | MU | MICRON TECHNOLOGY INC | $23.1M | 2.25% | 20,000 | New |
| 16 | GEV | GE VERNOVA INC | $22.3M | 2.17% | 19,000 | Added |
| 17 | HWM-P | HOWMET AEROSPACE INC | $21.5M | 2.09% | 80,000 | Trimmed |
| 18 | MTZ | MASTEC INC | $20.8M | 2.03% | 50,000 | New |
| 19 | ILCG | ISHARES TR | $19.2M | 1.87% | 30,000 | New |
| 20 | DURA | VANECK ETF TRUST | $18.6M | 1.81% | 50,000 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $18.3M | 1.78% | 18,100 | Added |
| 22 | OIH | VANECK ETF TRUST | $16.3M | 1.59% | 43,900 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $16.1M | 1.56% | 21,500 | New |
| 24 | QQQ | INVESCO QQQ TR | $15.1M | 1.47% | 20,500 | New |
| 25 | VRT.WS | VERTIV HOLDINGS CO | $15.1M | 1.47% | 45,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30