Gillson Capital LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Gillson Capital LP held in its portfolio 76 assets valued at $1,528,366 (i.e. $1.53M).
The most valuable assets in the portfolio included: VISA INC ($99.05K), ASSURANT INC ($93.98K), and AON PLC ($66.69K).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gillson Capital LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VISA INC | 282437 | 99053 | COM CL A |
| ASSURANT INC | 390205 | 93981 | COM |
| AON PLC | 189000 | 66694 | SHS CL A |
| MOODYS CORP | 127508 | 65137 | COM |
| CHUBB LIMITED | 200205 | 62488 | COM |
| NASDAQ INC | 589384 | 57247 | COM |
| HENRY JACK & ASSOC INC | 303908 | 55457 | COM |
| PAYLOCITY HLDG CORP | 321969 | 49100 | COM |
| TPG INC | 747436 | 47716 | COM CL A |
| CBOE HOLDINGS INC | 143141 | 35928 | COM |
| CAPITAL ONE FINL CORP | 145043 | 35153 | COM |
| TERRENO RLTY CORP | 577693 | 33916 | COM |
| EQUINIX INC | 43120 | 33037 | COM |
| INTERCONTINENTAL EXCHANGE IN | 191400 | 30999 | COM |
| VENTAS INC | 395722 | 30621 | COM |
| HOST HOTELS & RESORTS INC | 1722643 | 30542 | COM |
| FIRST INDL RLTY TR INC | 505685 | 28961 | COM |
| UNUM GROUP | 362600 | 28102 | COM |
| ESSENTIAL PPTYS RLTY TR INC | 906694 | 26893 | COM |
| WYNDHAM HOTELS & RESORTS INC | 347200 | 26234 | COM |
| AXIS CAPITAL HOLDINGS LTD | 240750 | 25782 | SHS |
| TRAVELERS COMPANIES INC | 87204 | 25294 | COM |
| PUBLIC STORAGE | 90124 | 23387 | COM |
| MID AMER APT CMNTYS INC | 153133 | 21272 | COM |
| SABRA HEALTH CARE REIT INC | 1082968 | 20511 | COM |
| BLACKSTONE GROUP LP/THE | 132600 | 20439 | COM |
| AFFIRM HLDGS INC | 265072 | 19729 | COM CL A |
| S&P GLOBAL INC | 35074 | 18329 | COM |
| GAMING & LEISURE PPTYS INC | 397300 | 17755 | COM |
| VINE HILL CAP INVT CORP | 1586294 | 17084 | ORD SHS CL A |
| CARETRUST REIT INC | 461836 | 16700 | COM |
| PHYSICIANS RLTY TR | 1029091 | 16548 | COM |
| INTUIT | 22387 | 14830 | COM |
| MARKETAXESS HOLDINGS INC | 80563 | 14602 | COM |
| ARES MGMT LP | 88273 | 14268 | COM SHS REG INT |
| SELECT SECTOR SPDR TR | 250000 | 13693 | SBI INT-FINL |
| LINCOLN NATL CORP IND | 306080 | 13630 | COM |
| CBRE GROUP INC | 84437 | 13577 | CL A |
| GLOBE LIFE INC | 92700 | 12965 | COM |
| HANOVER INS GROUP INC | 70889 | 12956 | COM |
| MARSH & MCLENNAN COS INC | 69600 | 12912 | COM |
| ENSIGN GROUP INC | 70980 | 12365 | COM |
| RYAN SPECIALTY GROUP HLDGS I | 233344 | 12048 | CL A |
| IREN LIMITED | 309088 | 11674 | ORDINARY SHARES |
| INDEPENDENCE RLTY TR INC | 654300 | 11437 | COM |
| HUT 8 MNG CORP | 246406 | 11320 | COM |
| BOWHEAD SPECIALTY HLDGS INC | 396536 | 11317 | COM SHS |
| SYNCHRONY FINANCIAL | 130489 | 10887 | COM |
| TRANSUNION | 124200 | 10650 | COM |
| OLD REPUBLIC INTL CORP | 232900 | 10630 | COM |
| SKYWARD SPECIALTY INS GROUP | 183700 | 9389 | COM |
| AMERICOLD RLTY TR | 702200 | 9030 | COM |
| QUINSTREET INC | 613998 | 8823 | COM |
| TERAWULF INC | 720000 | 8273 | COM |
| VERISK ANALYTICS INC | 32476 | 7265 | COM |
| SELECTIVE INSURANCE GROUP | 77500 | 6484 | COM |
| NEPTUNE INS HLDGS INC | 216746 | 6320 | CL A |
| CIPHER MINING INC | 416553 | 6148 | COM |
| EQUIFAX INC | 25808 | 5600 | COM |
| AMERICAN FINL GROUP INC OHIO | 38990 | 5329 | COM |
| EQUITY LIFESTYLE PPTYS INC | 81889 | 4963 | COM |
| TWFG INC | 169065 | 4864 | COM CL A |
| LINEAGE INC | 125000 | 4375 | COM |
| THE CHARLES SCHWAB CORPORATI | 43100 | 4306 | COM |
| KKR & CO INC | 31800 | 4054 | COM |
| DIAMONDROCK HOSPITALITY CO | 421122 | 3773 | COM |
| AMERICAN INTEGRITY INS GROUP | 161768 | 3370 | COM |
| CORPAY INC | 10015 | 3014 | COM SHS |
| CLEANSPARK INC | 275600 | 2789 | COM NEW |
| HAGERTY INC | 202012 | 2715 | CL A COM |
| CENTRAL BANCOMPANY | 110000 | 2653 | COM CL A |
| APPLIED DIGITAL CORP | 100800 | 2472 | COM NEW |
| SHOPIFY INC | 13461 | 2167 | CL A |
| BLOCK INC | 33200 | 2161 | CL A |
| CHIME FINL INC | 83200 | 2094 | COM SHS CL A |
| AMERICAN INTL GROUP INC | 226900 | 85 | CALL |
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