Sullivan Wood Capital Management
$57M 13F equity value
24 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLXY | GALAXY DIGITAL INC. | 1,390,477 | $26M | 44.9% |
| GOOG | ALPHABET INC | 12,862 | $4M | 6.5% |
| SOFI | SOFI TECHNOLOGIES INC | 211,645 | $3M | 5.9% |
| AMZN | AMAZON COM INC | 14,635 | $3M | 5.3% |
| CELH | CELSIUS HLDGS INC | 82,115 | $3M | 5.1% |
| UNH | UNITEDHEALTH GROUP INC | 9,731 | $3M | 4.6% |
| ET | ENERGY TRANSFER L P | 125,726 | $2M | 4.2% |
| NU | NU HLDGS LTD | 143,350 | $2M | 3.6% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 59,725 | $2M | 3.3% |
| RITM | RITHM CAPITAL CORP | 190,563 | $2M | 3.2% |
Track Sullivan Wood Capital Management's 13F portfolio: $57M in reported holdings, 24 positions. Top holdings and quarterly changes on SentiSense.