Sullivan Wood Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Sullivan Wood Capital Management LLC reported 19 stock positions worth $48.0 million. Its top holding was Galaxy Digital Class A (GLXY) at 55.7% of the portfolio, followed by Sofi Technologies (SOFI, 5.8%) and Celsius (CELH, 5.7%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0002077718
- Portfolio Value
- $48.0M (Q2 2025)
- SEC Filing
- 0002077718-25-000001 ↗ filed Jul 21, 2025
Holdings Value
Holdings 19 stocks · $48.0M
| GLXY Galaxy Digital Inc. Class A | 55.66% | 1,219,143 | $26.7M | — |
| SOFI Sofi Technologies Inc. | 5.83% | 153,695 | $2.8M | — |
| CELH Celsius Holdings Inc. | 5.73% | 59,295 | $2.8M | — |
| AMZN Amazon.com Inc. | 5.68% | 12,425 | $2.7M | — |
| PLTR Palantir Technologies Inc. Class A | 4.31% | 15,153 | $2.1M | — |
| GOOG Alphabet Inc. Class C | 4.22% | 11,422 | $2.0M | — |
| RITM Rithm Capital Corp. | 3.19% | 132,563 | $1.5M | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.24% | 78,200 | $1.1M | — |
| ET Energy Transfer LP | 2.18% | 57,776 | $1.0M | — |
| AAPL Apple Inc. | 2.08% | 4,858 | $997K | — |
| UBER Uber Technologies Inc. | 1.98% | 10,180 | $950K | — |
| AGNC AGNC Investment Corp. | 1.42% | 73,400 | $683K | — |
| TDAY USA Today Co. Inc. filed as GANNETT CO INC | 1.41% | 188,750 | $676K | — |
| NLY Annaly Capital Management Inc. | 1.28% | 31,350 | $612K | — |
| UNH Unitedhealth Group Inc. | 0.93% | 1,434 | $447K | — |
| MSFT Microsoft Corp. | 0.73% | 707 | $352K | — |
| DHT DHT Holdings Inc. | 0.62% | 27,600 | $298K | — |
| CGC Canopy Growth Corp. | 0.45% | 176,285 | $215K | — |
| TLRY Tilray Brands Inc. | 0.04% | 48,550 | $20K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.