Sullivan Wood Capital Management LLC: 13F holdings
CIK 20777182026Q2
| Positions | 23 |
|---|---|
| Reported value | $73.0m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GLXY GALAXY DIGITAL INC. | 1,404,742 | $38.4m | 52.6% |
| GOOG ALPHABET INC | 12,854 | $4.5m | 6.2% |
| SOFI SOFI TECHNOLOGIES INC | 250,395 | $4.5m | 6.1% |
| AMZN AMAZON COM INC | 14,503 | $3.5m | 4.7% |
| UNH UNITEDHEALTH GROUP INC | 6,859 | $2.9m | 3.9% |
| CMG CHIPOTLE MEXICAN GRILL INC | 72,292 | $2.5m | 3.4% |
| CELH CELSIUS HLDGS INC | 73,920 | $2.2m | 3.0% |
| DIGI PWR X INC | 323,690 | $1.8m | 2.4% |
| RITM RITHM CAPITAL CORP | 186,113 | $1.7m | 2.4% |
| NU HLDGS LTD | 121,270 | $1.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2077718")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.