RH Tailwind Management, LLC — 13F Holdings & Portfolio

CIK 2065331 · latest 13F-HR filed 2026-08-14

RH Tailwind Management, LLC manages $1.03B in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GENZ (10.67%), CAT (7.26%), TSM (5.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 10, added to 7, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 TOWER BRIDGE, STE 1500
100 FRONT ST
WEST CONSHOHOCKEN, PA 19428
Phone
(610) 724-9260
Filing Manager
RH Tailwind Management, LLC
West Conshohocken, PA
Signatory
Wayne D. Bloch
Managing Partner
Loading holdings…
AUM

$1.03B

Long-equity book

Holdings

58

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+10 / −10 / ↑7 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GOLDMAN SACHS GROUP INC$12.6M +223.0%
  • VANECK ETF TRUST$11.1M +210.8%
  • GE VERNOVA INC$7.5M +50.4%
  • JOHNSON & JOHNSON$5.4M +242.5%
  • RIO TINTO PLC$2.9M +383.4%
Show all 7

Top Trims

  • ALPHABET INC-$9.1M -71.8%
  • EXXON MOBIL CORP-$5.9M -59.0%
  • VANECK ETF TRUST-$5.5M -49.9%
  • TAIWAN SEMICONDUCTOR MANUFAC-$5.1M -36.1%
Show all 4

New Positions

  • STATE STR SPDR S&P 500 ETF T$16.1M
  • INVESCO QQQ TR$15.1M
  • ISHARES TR$13.7M
  • QUANTA SVCS INC$7.6M
  • COMFORT SYS USA INC$7.5M
Show all 10

Exited Positions

  • LOCKHEED MARTIN CORP$13.9M
  • CHEVRON CORP$13.7M
  • SS SPDR S&P OG EXP & PROD$11.5M
  • CITIGROUP INC$10.3M
  • RTX CORPORATION$10.2M
Show all 10
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANECK ETF TRUST Put GENZ 92189F956 $109.5M 10.67% 167,000 SH
2 CATERPILLAR INC Put CAT 149123951 $74.5M 7.26% 70,000 SH
3 TAIWAN SEMICONDUCTOR MANUFAC Put TSM 874039950 $58.5M 5.70% 122,500 SH
4 GE VERNOVA INC Put GEV 36828A951 $52.9M 5.15% 45,000 SH
5 SANDISK CORP Put 80004C950 $45.5M 4.43% 20,000 SH
6 ALPHABET INC Put GGLAP 02079K955 $41.1M 4.00% 115,000 SH
7 ISHARES TR Put IFXAF 46432F956 $30.9M 3.00% 90,000 SH
8 QUANTA SVCS INC Put PWR 74762E952 $30.6M 2.98% 42,500 SH
9 GOLDMAN SACHS GROUP INC Put GS 38141G954 $30.3M 2.95% 30,000 SH
10 STATE STR SPDR S&P 500 ETF T Put XCNY 78462F953 $29.9M 2.91% 40,000 SH
11 INVESCO QQQ TR Put QQQ 46090E953 $29.5M 2.87% 40,000 SH
12 LUMENTUM HLDGS INC Put 55024U959 $25.7M 2.51% 30,000 SH
13 CARPENTER TECHNOLOGY CORP Put CRS 144285953 $24.8M 2.41% 40,200 SH
14 COMFORT SYS USA INC Put FIX 199908954 $23.8M 2.32% 12,000 SH
15 MICRON TECHNOLOGY INC Put MU 595112953 $23.1M 2.25% 20,000 SH
16 GE VERNOVA INC GEV 36828A101 $22.3M 2.17% 19,000 SH
17 HOWMET AEROSPACE INC Put HWM 443201958 $21.5M 2.09% 80,000 SH
18 MASTEC INC Put MTZ 576323959 $20.8M 2.03% 50,000 SH
19 ISHARES TR Put IFXAF 464287953 $19.2M 1.87% 30,000 SH
20 VANECK ETF TRUST Put GENZ 92189H957 $18.6M 1.81% 50,000 SH
21 GOLDMAN SACHS GROUP INC GS 38141G104 $18.3M 1.78% 18,100 SH
22 VANECK ETF TRUST OIH 92189H607 $16.3M 1.59% 43,900 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $16.1M 1.56% 21,500 SH
24 INVESCO QQQ TR QQQ 46090E103 $15.1M 1.47% 20,500 SH
25 VERTIV HOLDINGS CO Put VRT 92537N958 $15.1M 1.47% 45,000 SH
26 ISHARES TR MTUM 46432F396 $13.7M 1.34% 40,000 SH
27 JOHNSON & JOHNSON Put JNJ 478160954 $12.7M 1.24% 50,000 SH
28 HOWMET AEROSPACE INC HWM 443201108 $11.6M 1.13% 43,000 SH
29 SELECT SECTOR SPDR TR Put XLU 81369Y953 $11.4M 1.11% 60,000 SH
30 VERTIV HOLDINGS CO VRT 92537N108 $11.4M 1.11% 34,000 SH
31 CATERPILLAR INC CAT 149123101 $9.6M 0.93% 9,000 SH
32 BLOOM ENERGY CORP Put 093712957 $9.1M 0.88% 30,000 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $9.1M 0.88% 19,000 SH
34 JOHNSON & JOHNSON JNJ 478160104 $7.6M 0.74% 30,000 SH
35 QUANTA SVCS INC PWR 74762E102 $7.6M 0.74% 10,500 SH
36 COMFORT SYS USA INC FIX 199908104 $7.5M 0.73% 3,800 SH
37 ALPHABET INC Call GGLAP 02079K905 $7.1M 0.70% 20,000 SH
38 MASTEC INC MTZ 576323109 $7.1M 0.69% 17,000 SH
39 ISHARES TR SOXX 464287523 $7.0M 0.69% 11,000 SH
40 VANECK ETF TRUST Call GENZ 92189F906 $6.6M 0.64% 10,000 SH
41 CARPENTER TECHNOLOGY CORP Call CRS 144285903 $6.3M 0.61% 10,200 SH
42 CARPENTER TECHNOLOGY CORP CRS 144285103 $6.2M 0.60% 10,000 SH
43 SELECT SECTOR SPDR TR XLK 81369Y803 $6.1M 0.59% 32,000 SH
44 VANECK ETF TRUST SMH 92189F676 $5.6M 0.54% 8,500 SH
45 SELECT SECTOR SPDR TR Put XLU 81369Y956 $5.3M 0.52% 100,000 SH
46 RIO TINTO PLC Call RIO 767204900 $4.7M 0.46% 50,000 SH
47 RIO TINTO PLC Put RIO 767204950 $4.7M 0.46% 50,000 SH
48 SELECT SECTOR SPDR TR XLE 81369Y506 $4.4M 0.43% 83,000 SH
49 SELECT SECTOR SPDR TR Call XLU 81369Y906 $4.2M 0.41% 80,000 SH
50 EXXON MOBIL CORP XOM 30231G102 $4.1M 0.40% 30,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.03B 58 0002065331-26-000007
2026-03-31 2026-05-15 $781.2M 57 0002065331-26-000005
2025-12-31 2026-02-13 $629.2M 64 0002065331-26-000003