Sullivan Wood Capital Management LLC
•CIK: 2077718•Filing: Q4 2025
Sullivan Wood Capital Management LLC manages $66M across a portfolio of 22 positions. The firm's top allocation is to GLXY, representing $29.5M, followed by SOFI at $5.0M and GOOG at $4.0M. Notable holdings also include CELH ($3.7M), AMZN ($3.4M), and UNH ($2.9M). This concentrated approach suggests targeted, high-conviction bets across technology, finance, and healthcare sectors.
Total AUM
$66.3M
QoQ Performance
-2.3%
Positions
22
Top 10 Concentration
87.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GLXY
SOFI
GOOG
CELH
AMZN
GLXY44.6%
SOFI7.5%
GOOG6.1%
CELH5.6%
AMZN5.1%
UNH4.4%
NU3.7%
ET3.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other76.4%
Consumer10.2%
Technology9.0%
Healthcare4.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑17 increased
Historical Filings
Q4 2025Q3 2025Q2 2025