RH Tailwind Management, LLC
Long book
$193.2M
Q1 2026
Positions
23
Top-10 weight
64%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
76%
of book per quarter
Strategy in plain words
auto-generated from filingsRH Tailwind Management, LLC is a concentrated fundamental stock-picker, running a $193.2M US long book across 23 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: GE VERNOVA INC, TAIWAN SEMICONDUCTOR-SP ADR, LOCKHEED MARTIN CORP, CHEVRON CORP, ALPHABET INC-CL A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-11.4%
Q1 2026
+12.0%
Sector allocation
Industrials 47%
Energy 19%
Technology 17%
Financials 12%
Utilities 4%
Healthcare 2%
Long book by quarter
What does RH Tailwind own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GEV GE VERNOVA INC | Industrials | 17.0K | $14.8M | 7.7% | +209.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 23.0K | $13.9M | 7.2% | New |
| CVX CHEVRON CORP | Energy | 66.0K | $13.7M | 7.1% | New |
| GOOGL ALPHABET INC-CL A | Technology | 44.0K | $12.7M | 6.5% | +633.3% |
| HWM HOWMET AEROSPACE INC | Industrials | 48.0K | $11.1M | 5.7% | New |
| VRT VERTIV HOLDINGS CO-A | Technology | 41.7K | $10.4M | 5.4% | New |
| C CITIGROUP INC | Financials | 90.7K | $10.3M | 5.3% | +22.5% |
| RTX RTX CORP | Industrials | 53.0K | $10.2M | 5.3% | +112.0% |
| XOM EXXON MOBIL CORP | Energy | 59.0K | $10.0M | 5.2% | New |
| CAT CATERPILLAR INC | Industrials | 13.0K | $9.2M | 4.8% | +333.3% |
| GS GOLDMAN SACHS GROUP INC | Financials | 6.7K | $5.7M | 2.9% | -10.7% |
| VST VISTRA CORP | Utilities | 34.0K | $5.1M | 2.6% | +41.7% |
| FDX FEDEX CORP | Industrials | 12.5K | $4.5M | 2.3% | New |
| COP CONOCOPHILLIPS | Energy | 18.0K | $2.4M | 1.2% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.1K | $2.2M | 1.2% | New |
13F filing history
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