RH Tailwind Management, LLC
SEC Form 13F institutional filer · CIK 0002065331
13F-HR · 17 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
80.6%
RH Tailwind Management, LLC — $144M AUM allocation strategy
RH Tailwind Management, LLC files SEC Form 13F and reports $144M of long US equity value across 17 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 51.4%, followed by Energy 18.1% and Financials 11.1%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RH Tailwind Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$144M
total across 17 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GOOG +38K sh · +$10.8M+$RTX +28K sh · +$5.64M+$C +16.7K sh · +$1.65M
Exited to nil (held last quarter, gone now)
$PLTR ($10.8M last qtr)$XLK ($9.65M last qtr)$AXP ($7.4M last qtr)$APP ($7.08M last qtr)$HOOD ($6.56M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense24.4%—
- Integrated Oil & Gas16.4%—
- Heavy Electrical Equipment10.3%—
- Interactive Media & Services8.8%—
- Electrical Components & Equipment7.2%—
- Diversified Banks7.1%—
- Construction Machinery & Heavy Transportation Equipment6.4%—
- Investment Banking & Brokerage3.9%—
- Other holdings15.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GEV | GE Vernova Inc | 17K | $14.8M | +11.5K | 10.3% |
| $LMT | Lockheed Martin Corporation | 23K | $13.9M | — | 9.6% |
| $CVX | Chevron Corporation | 66K | $13.7M | — | 9.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 44K | $12.7M | +38K | 8.8% |
| $HWM | Howmet Aerospace Inc | 48K | $11.1M | — | 7.7% |
| $VRT | Vertiv Holdings LLC | 41.7K | $10.4M | — | 7.2% |
| $C | Citigroup Inc | 90.7K | $10.3M | +16.7K | 7.1% |
| $RTX | RTX Corporation | 53K | $10.2M | +28K | 7.1% |
| $XOM | ExxonMobil Holdings Corporation | 59K | $10M | — | 6.9% |
| $CAT | Caterpillar Inc | 13K | $9.21M | +10K | 6.4% |
…and 7 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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