Sullivan Wood Capital Management LLC

Comprehensive SEC 13F Analysis: Sullivan Wood Capital Management LLC

1. Portfolio Overview

Sullivan Wood Capital Management LLC manages a concentrated portfolio valued at approximately $66.30 million as of December 31, 2025. The firm demonstrates a distinct preference for a high-conviction investment strategy, holding only 22 securities. The portfolio experienced a positive growth of +6.2% during the quarter, increasing in value from $62.43 million.

The portfolio is characteri...