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Sullivan Wood Capital Management LLC
Sullivan Wood Capital Management LLC is a Washington, DC-based investment adviser registered with the SEC. The firm manages a portfolio of approximately $68 million as of mid-2025 and primarily invests in public equities. Disclosures indicate a small employee count and recent regulatory filings date back to 2025. The firm’s clients and founders are not publicly specified, and it operates in an advisory capacity for pooled investment vehicles and possibly separate accounts.
Investment Strategy
Sullivan Wood Capital Management LLC takes a fundamental, discretionary approach focused on US-listed equities. Its disclosed 13F holdings indicate concentrated positions in technology, financial, and consumer companies, with a high portfolio weighting in names such as Galaxy Digital, SoFi, Celsius Holdings, Alphabet, and Amazon. The fund demonstrates an active, concentrated strategy with substantial turnover in core positions each quarter, emphasizing thematic equity selection and dynamic rebalancing.
Latest 13F Filing Activity
Sullivan Wood Capital Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 19 equity positions with a total 13F market value of $68M. The fund increased holdings in Galaxy Digital Inc., Unitedhealth Group Inc., Sofi Technologies Inc. among other positions. Sullivan Wood Capital Management LLC reduced exposure to Palantir Technologies Inc., Gannett Co. Inc., Rithm Capital Corp. among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLXY | GALAXY DIGITAL INC. | 61.66% | $41.9M | 1,238,108 | $22.08 | $33.81 | +$15.2M |
S SOFI | SOFI TECHNOLOGIES INC | 5.92% | $4.0M | 152,195 | $18.21 | $26.42 | +$1.2M |
C CELH | CELSIUS HLDGS INC | 5.08% | $3.5M | 60,045 | $46.53 | $57.49 | +$701.3K |
G GOOG | ALPHABET INC | 4.22% | $2.9M | 11,762 | $179.30 | $243.55 | +$838.5K |
A AMZN | AMAZON COM INC | 4.10% | $2.8M | 12,675 | $219.39 | $219.57 | +$57.1K |
Industry Allocation
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