StockDriftsStockDriftsTop 23 Rh Tailwind Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA LLC | 7.68% | 17.0K | $14.8M | +209.09%(+11.50K) | $721.50(+45.42%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG CO | 7.35% | 42.0K | $14.2M | new | $320.92(+26.00%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 7.19% | 23.0K | $13.9M | new | $544.03(-5.15%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 7.07% | 66.0K | $13.7M | new | $179.65(+6.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC SHS CL A | 6.55% | 44.0K | $12.7M | +633.33%(+38.00K) | $297.25(+33.48%) | 2026-03-31 | |
| XOP | SS SPDR S&P OG EXP & PROD | 5.93% | 63.0K | $11.5M | new | $154.05(+13.04%) | 2026-03-31 | |
| SMH | VANECK SEMICONDUCTOR ETF | 5.75% | 29.0K | $11.1M | +26.09%(+6.00K) | $349.15(+59.34%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 5.72% | 48.0K | $11.1M | new | $217.74(+19.57%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO-A | 5.41% | 41.7K | $10.4M | new | $206.29(+79.81%) | 2026-03-31 | |
| C | CITIGROUP INC | 5.32% | 90.7K | $10.3M | +22.54%(+16.68K) | $110.19(+12.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -38.90% | -77.19% |
| Top 20 Holdings Unweighted | -29.12% | -64.39% |
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