Institutions / Gillson Capital LP
Gillson Capital LP
CIK 1698055 · Institution · as of Dec 31, 2025
Portfolio value
$1.53M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 →
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $99.1K | 6.5% |
| Assurant Inc | $94.0K | 6.1% |
| Aon plc | $66.7K | 4.4% |
| Moody's Corp | $65.1K | 4.3% |
| Chubb Ltd | $62.5K | 4.1% |
| NASDAQ, Inc. | $57.2K | 3.7% |
| Jack Henry & Associates Inc | $55.5K | 3.6% |
| Paylocity Holding Corp | $49.1K | 3.2% |
| TPG Inc. | $47.7K | 3.1% |
| Cboe Global Markets Inc | $35.9K | 2.4% |
| Capital One Financial Corp | $35.2K | 2.3% |
| Terreno Realty Corp | $33.9K | 2.2% |
| Equinix Inc | $33.0K | 2.2% |
| Intercontinental Exchange, Inc. | $31.0K | 2.0% |
| Ventas, Inc. | $30.6K | 2.0% |
| Host Hotels & Resorts Inc | $30.5K | 2.0% |
| First Industrial Realty Trust Inc | $29.0K | 1.9% |
| Unum Group | $28.1K | 1.8% |
| Essential Properties Realty Trust, Inc. | $26.9K | 1.8% |
| Wyndham Hotels & Resorts, Inc. | $26.2K | 1.7% |
| Axis Capital Holdings Ltd | $25.8K | 1.7% |
| Travelers Companies, Inc. | $25.3K | 1.7% |
| Public Storage | $23.4K | 1.5% |
| Mid America Apartment Communities Inc. | $21.3K | 1.4% |
| Sabra Health Care REIT, Inc. | $20.5K | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.