SULLIVAN WOOD CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLXY | 1.24M | $41.86M |
 | CGC | 247K | $361.04K |
 | SOFI | 152K | $4.02M |
 | RITM | 135K | $1.54M |
 | NU | 96K | $1.53M |
 | AGNC | 77K | $767.03K |
 | ET | 64K | $1.10M |
 | CELH | 60K | $3.45M |
 | NLY | 34K | $713.03K |
 | CHPT | 33K | $354.90K |
 | TLRY | 31K | $53.72K |
 | DHT | 27K | $328.03K |
 | AMZN | 13K | $2.78M |
 | GOOG | 12K | $2.86M |
 | OCSL | 11K | $140.29K |
 | UBER | 10K | $997.34K |
 | PLTR | 8K | $1.38M |
 | UNH | 6K | $2.03M |
 | AAPL | 5K | $1.24M |
 | MSFT | 707 | $366.19K |
Galaxy Digital
GLXY
Shares Held
1.24M
Value
$41.86M
Canopy Growth Corporation
CGC
Shares Held
247K
Value
$361.04K
SoFi Technologies, Inc.
SOFI
Shares Held
152K
Value
$4.02M
Rithm Capital Corp.
RITM
Shares Held
135K
Value
$1.54M
Nu Holdings Ltd.
NU
Shares Held
96K
Value
$1.53M
AGNC Investment Corp.
AGNC
Shares Held
77K
Value
$767.03K
Energy Transfer LP
ET
Shares Held
64K
Value
$1.10M
Celsius Holdings, Inc.
CELH
Shares Held
60K
Value
$3.45M
Annaly Capital Management, Inc.
NLY
Shares Held
34K
Value
$713.03K
ChargePoint Holdings, Inc.
CHPT
Shares Held
33K
Value
$354.90K
Tilray Brands, Inc.
TLRY
Shares Held
31K
Value
$53.72K
DHT Holdings, Inc.
DHT
Shares Held
27K
Value
$328.03K
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.78M
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.86M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
11K
Value
$140.29K
Uber Technologies, Inc.
UBER
Shares Held
10K
Value
$997.34K
Palantir Technologies Inc.
PLTR
Shares Held
8K
Value
$1.38M
UnitedHealth Group Incorporated
UNH
Shares Held
6K
Value
$2.03M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.24M
Microsoft Corporation
MSFT
Shares Held
707
Value
$366.19K