SULLIVAN WOOD CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLXY | 1.39M | $25.65M |
 | CGC | 854K | $810.89K |
 | DGXX | 275K | $558.43K |
 | SOFI | 212K | $3.36M |
 | RITM | 191K | $1.81M |
 | NU | 143K | $2.06M |
 | ET | 126K | $2.43M |
 | AGNC | 114K | $1.16M |
 | CELH | 82K | $2.91M |
 | NLY | 63K | $1.36M |
 | CMG | 60K | $1.91M |
 | DHT | 36K | $662.29K |
 | CGEN | 35K | $74.55K |
 | CHPT | 20K | $94.77K |
 | UBER | 15K | $1.09M |
 | AMZN | 15K | $3.05M |
 | GOOG | 13K | $3.69M |
 | UNH | 10K | $2.63M |
 | AAPL | 6K | $1.41M |
 | MSFT | 762 | $282.07K |
Galaxy Digital
GLXY
Shares Held
1.39M
Value
$25.65M
Canopy Growth Corporation
CGC
Shares Held
854K
Value
$810.89K
Digi Power X Inc.
DGXX
Shares Held
275K
Value
$558.43K
SoFi Technologies, Inc.
SOFI
Shares Held
212K
Value
$3.36M
Rithm Capital Corp.
RITM
Shares Held
191K
Value
$1.81M
Nu Holdings Ltd.
NU
Shares Held
143K
Value
$2.06M
Energy Transfer LP
ET
Shares Held
126K
Value
$2.43M
AGNC Investment Corp.
AGNC
Shares Held
114K
Value
$1.16M
Celsius Holdings, Inc.
CELH
Shares Held
82K
Value
$2.91M
Annaly Capital Management, Inc.
NLY
Shares Held
63K
Value
$1.36M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
60K
Value
$1.91M
DHT Holdings, Inc.
DHT
Shares Held
36K
Value
$662.29K
Compugen Ltd.
CGEN
Shares Held
35K
Value
$74.55K
ChargePoint Holdings, Inc.
CHPT
Shares Held
20K
Value
$94.77K
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.09M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.05M
Alphabet Inc.
GOOG
Shares Held
13K
Value
$3.69M
UnitedHealth Group Incorporated
UNH
Shares Held
10K
Value
$2.63M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.41M
Microsoft Corporation
MSFT
Shares Held
762
Value
$282.07K