SULLIVAN WOOD CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLXY | 1.32M | $29.54M |
 | CGC | 773K | $880.98K |
 | RITM | 200K | $2.23M |
 | SOFI | 191K | $5.00M |
 | DGXX | 185K | $470.70K |
 | ET | 146K | $2.41M |
 | NU | 145K | $2.43M |
 | AGNC | 114K | $1.24M |
 | CELH | 81K | $3.69M |
 | CHPT | 67K | $441.56K |
 | NLY | 63K | $1.44M |
 | CMG | 59K | $2.17M |
 | DHT | 36K | $445.05K |
 | OCSL | 30K | $387.93K |
 | UBER | 15K | $1.24M |
 | SLNH | 15K | $17.55K |
 | AMZN | 15K | $3.38M |
 | ABTC | 13K | $22.10K |
 | GOOG | 13K | $4.04M |
 | UNH | 9K | $2.91M |
Galaxy Digital
GLXY
Shares Held
1.32M
Value
$29.54M
Canopy Growth Corporation
CGC
Shares Held
773K
Value
$880.98K
Rithm Capital Corp.
RITM
Shares Held
200K
Value
$2.23M
SoFi Technologies, Inc.
SOFI
Shares Held
191K
Value
$5.00M
Digi Power X Inc.
DGXX
Shares Held
185K
Value
$470.70K
Energy Transfer LP
ET
Shares Held
146K
Value
$2.41M
Nu Holdings Ltd.
NU
Shares Held
145K
Value
$2.43M
AGNC Investment Corp.
AGNC
Shares Held
114K
Value
$1.24M
Celsius Holdings, Inc.
CELH
Shares Held
81K
Value
$3.69M
ChargePoint Holdings, Inc.
CHPT
Shares Held
67K
Value
$441.56K
Annaly Capital Management, Inc.
NLY
Shares Held
63K
Value
$1.44M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
59K
Value
$2.17M
DHT Holdings, Inc.
DHT
Shares Held
36K
Value
$445.05K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
30K
Value
$387.93K
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.24M
Soluna Holdings, Inc.
SLNH
Shares Held
15K
Value
$17.55K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.38M
American Bitcoin Corp
ABTC
Shares Held
13K
Value
$22.10K
Alphabet Inc.
GOOG
Shares Held
13K
Value
$4.04M
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$2.91M