Sullivan Wood Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Sullivan Wood Capital Management LLC reported 22 stock positions worth $66.3 million. Its top holding was Galaxy Digital Class A (GLXY) at 44.6% of the portfolio, followed by Sofi Technologies (SOFI, 7.5%) and Alphabet Class C (GOOG, 6.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 2 and added to 17. The biggest buy was a new position in Chipotle Mexican Grill (CMG) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0002077718
- Portfolio Value
- $66.3M (Q4 2025)
- SEC Filing
- 0002077718-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 22 stocks · $66.3M
| GLXY Galaxy Digital Inc. Class A | 44.55% | 1,321,113 | $29.5M | Add +6.7% |
| SOFI Sofi Technologies Inc. | 7.54% | 190,945 | $5.0M | Add +25.5% |
| GOOG Alphabet Inc. Class C | 6.09% | 12,862 | $4.0M | Add +9.3% |
| CELH Celsius Holdings Inc. | 5.57% | 80,765 | $3.7M | Add +34.5% |
| AMZN Amazon.com Inc. | 5.09% | 14,625 | $3.4M | Add +15.4% |
| UNH Unitedhealth Group Inc. | 4.39% | 8,816 | $2.9M | Add +50.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.66% | 145,150 | $2.4M | Add +51.8% |
| ET Energy Transfer LP | 3.63% | 145,851 | $2.4M | Add +126.8% |
| RITM Rithm Capital Corp. | 3.36% | 200,113 | $2.2M | Add +47.8% |
| CMG Chipotle Mexican Grill Inc. | 3.27% | 58,550 | $2.2M | New |
| AAPL Apple Inc. | 2.40% | 5,858 | $1.6M | Add +20.6% |
| NLY Annaly Capital Management Inc. | 2.17% | 62,550 | $1.4M | Add +83.4% |
| UBER Uber Technologies Inc. | 1.87% | 15,180 | $1.2M | Add +49.1% |
| AGNC AGNC Investment Corp. | 1.87% | 114,400 | $1.2M | Add +47.8% |
| CGC Canopy Growth Corp. | 1.33% | 772,785 | $881K | Add +212.5% |
| DGXX Digi Power X Inc. filed as DIGI PWR X INC | 0.71% | 184,590 | $471K | New |
| DHT DHT Holdings Inc. | 0.67% | 36,450 | $445K | Add +32.8% |
| CHPT Chargepoint Holdings Inc. | 0.67% | 66,500 | $442K | Add +104.6% |
| OCSL Oaktree Specialty Lending Co. | 0.59% | 30,450 | $388K | Add +183.3% |
| MSFT Microsoft Corp. | 0.52% | 707 | $342K | No change |
| ABTC American Bitcoin Corp. | 0.03% | 13,000 | $22K | New |
| SLNH Soluna Holdings Inc. | 0.03% | 15,000 | $18K | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| CMG Chipotle Mexican Grill Inc. | New | 3.27% | +3.27 |
| ET Energy Transfer LP | Add +126.8% | 3.63% | +2.00 |
| GOOG Alphabet Inc. Class C | Add +9.3% | 6.09% | +1.87 |
| SOFI Sofi Technologies Inc. | Add +25.5% | 7.54% | +1.62 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +51.8% | 3.66% | +1.41 |
| UNH Unitedhealth Group Inc. | Add +50.2% | 4.39% | +1.40 |
| NLY Annaly Capital Management Inc. | Add +83.4% | 2.17% | +1.12 |
| RITM Rithm Capital Corp. | Add +47.8% | 3.36% | +1.09 |
| AMZN Amazon.com Inc. | Add +15.4% | 5.09% | +0.99 |
| CGC Canopy Growth Corp. | Add +212.5% | 1.33% | +0.80 |
| AGNC AGNC Investment Corp. | Add +47.8% | 1.87% | +0.74 |
| DGXX Digi Power X Inc. | New | 0.71% | +0.71 |
| AAPL Apple Inc. | Add +20.6% | 2.40% | +0.58 |
| CELH Celsius Holdings Inc. | Add +34.5% | 5.57% | +0.49 |
| UBER Uber Technologies Inc. | Add +49.1% | 1.87% | +0.40 |
| OCSL Oaktree Specialty Lending Co. | Add +183.3% | 0.59% | +0.38 |
| DHT DHT Holdings Inc. | Add +32.8% | 0.67% | +0.19 |
| CHPT Chargepoint Holdings Inc. | Add +104.6% | 0.67% | +0.14 |
| ABTC American Bitcoin Corp. | New | 0.03% | +0.03 |
| SLNH Soluna Holdings Inc. | New | 0.03% | +0.03 |
| GLXY Galaxy Digital Inc. Class A | Add +6.7% | 44.55% | −17.11 |