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Portfolio (Quarterly) Guide ↗

RH Tailwind Management, LLC

· CIK 0002065331
13F Portfolio $1.0B AUM 58 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 14 Added 15 Reduced 26 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALL CARPENTER TECHNOLOGY CORP 10,200.0 $6.3M 0.61% NEW $616.84
42 CRS CARPENTER TECHNOLOGY CORP Industrials 10,000.0 $6.2M 0.60% NEW $616.84 -20.2%
43 XLK SELECT SECTOR SPDR TR 32,000.0 $6.1M 0.59% NEW $190.52 -3.8%
44 SMH VANECK ETF TRUST 8,500.0 $5.6M 0.54% -20K -70.7% $655.89 -14.6%
45 PUT SELECT SECTOR SPDR TR 100,000.0 $5.3M 0.52% -340K -77.3% $53.11
46 CALL RIO TINTO PLC 50,000.0 $4.7M 0.46% NEW $94.93
47 PUT RIO TINTO PLC 50,000.0 $4.7M 0.46% +10K +25.0% $94.93
48 XLE SELECT SECTOR SPDR TR 83,000.0 $4.4M 0.43% +46K +124.3% $53.11 +19.8%
49 CALL SELECT SECTOR SPDR TR 80,000.0 $4.2M 0.41% -50K -38.5% $53.11
50 PUT EXXON MOBIL CORP 30,000.0 $4.1M 0.40% -160K -84.2% $136.72
51 XOM EXXON MOBIL CORP Energy 30,000.0 $4.1M 0.40% -29K -49.1% $136.72 +20.8%
52 RIO RIO TINTO PLC Basic Materials 38,000.0 $3.6M 0.35% +30K +375.0% $94.93 +10.9%
53 GOOGL ALPHABET INC Communication Services 10,000.0 $3.6M 0.35% -34K -77.3% $357.37 -3.5%
54 CALL PALANTIR TECHNOLOGIES INC 30,000.0 $3.5M 0.34% -90K -75.0% $116.67
55 PUT INTEL CORP 20,000.0 $2.8M 0.27% NEW $139.63
56 CALL MORGAN STANLEY 10,100.0 $2.1M 0.21% NEW $209.04
57 PUT MORGAN STANLEY 10,000.0 $2.1M 0.20% NEW $209.04
58 MS MORGAN STANLEY Financial Services 2,000.0 $418K 0.04% NEW $209.04 +2.5%
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.8%
Financial Services 31.0%
Utilities 13.9%
Technology 5.6%
Healthcare 4.7%
Energy 2.5%
Communication Services 2.2%
Basic Materials 2.2%