Holdings
Sullivan Wood Capital Management LLC
As of Sep 30, 2026, Sullivan Wood Capital Management LLC reported 20 positions worth US$65.2M. Largest: Galaxy Digital Inc., Alphabet Inc (google) Class C and Sofi Technologies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Galaxy Digital Inc. | 1.46M | US$33.2M | +55,804 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 14,838 | US$5.06M | +1,430 | Sep 30, 2026 |
| Sofi Technologies, Inc. | 277K | US$4.35M | +26,600 | Sep 30, 2026 |
| Amazon.com, Inc. | 14,299 | US$3.56M | −204 | Sep 30, 2026 |
| Unitedhealth Group Incorporated | 6,499 | US$2.39M | −360 | Sep 30, 2026 |
| Chipotle Mexican Grill, Inc. | 52,442 | US$1.68M | −19,850 | Sep 30, 2026 |
| Rithm Capital Corp. | 182K | US$1.63M | −3,749 | Sep 30, 2026 |
| Apple Inc | 4,518 | US$1.5M | no change | Sep 30, 2026 |
| Nu Holdings Ltd. | 117K | US$1.48M | −4,100 | Sep 30, 2026 |
| Strategy Inc | 9,450 | US$1.45M | +2,450 | Sep 30, 2026 |