Sullivan Wood Capital Management LLC
Sullivan Wood Capital Management LLC reported 23 positions worth $73.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GLXY (52.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLXY | SH | $38.4M | 52.59% | 1,404,742 | — | — | |
| ▸ 2 | GOOG | SH | $4.5M | 6.22% | 12,854 | — | — | |
| ▸ 3 | SOFI | SH | $4.5M | 6.15% | 250,395 | — | — | |
| ▸ 4 | AMZN | SH | $3.5M | 4.73% | 14,503 | — | — | |
| ▸ 5 | UNH | SH | $2.9M | 3.90% | 6,859 | — | — | |
| ▸ 6 | CMG | SH | $2.5M | 3.37% | 72,292 | — | — | |
| ▸ 7 | CELH | SH | $2.2M | 2.96% | 73,920 | — | — | |
| ▸ 8 | DGXX | SH | $1.8M | 2.42% | 323,690 | — | — | |
| ▸ 9 | RITM | SH | $1.7M | 2.39% | 186,113 | — | — | |
| ▸ 10 | NU | SH | $1.6M | 2.22% | 121,270 | — | — |
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Frequently Asked Questions
What stocks does Sullivan Wood Capital Management LLC hold as of Q2 2026?
Sullivan Wood Capital Management LLC reported 23 positions worth $73.0M in its Q2 2026 13F filing. Largest positions: GLXY (52.6%), GOOG (6.2%), SOFI (6.1%), AMZN (4.7%) and UNH (3.9%).
What did Sullivan Wood Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sullivan Wood Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.