Gillson Capital LP — 13F Holdings & Portfolio

CIK 1698055 · latest 13F-HR filed 2026-05-15

Gillson Capital LP manages $1.2M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AIZ (7.02%), MA (4.84%), NDAQ (4.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 36, added to 13, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.2M

Long-equity book

Holdings

69

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+29 / −36 / ↑13 / ↓25

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN INTL GROUP INC$52.7K +61985.9%
  • PUBLIC STORAGE$18.1K +77.5%
  • CORPAY INC$17.2K +569.2%
  • THE CHARLES SCHWAB CORPORATI$17.1K +396.7%
  • CARETRUST REIT INC$16.4K +98.0%
Show all 13

Top Trims

  • TPG INC-$42.5K -89.2%
  • AON PLC-$33.5K -50.3%
  • CHUBB LIMITED-$29.0K -46.5%
  • CBOE HOLDINGS INC-$27.0K -75.2%
  • MOODYS CORP-$25.7K -39.5%
Show all 25

New Positions

  • MASTERCARD INCORPORATED$59.1K
  • WP CAREY INC$32.0K
  • MSCI INC$29.3K
  • WELLTOWER INC$27.3K
  • GALLAGHER ARTHUR J & CO$25.1K
Show all 29

Exited Positions

  • VISA INC$99.1K
  • HENRY JACK & ASSOC INC$55.5K
  • VENTAS INC$30.6K
  • HOST HOTELS & RESORTS INC$30.5K
  • FIRST INDL RLTY TR INC$29.0K
Show all 36
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ASSURANT INC AIZ 04621X108 $85.6K 7.02% 393,016 SH
2 MASTERCARD INCORPORATED MA 57636Q104 $59.1K 4.84% 118,190 SH
3 NASDAQ INC NDAQ 631103108 $55.0K 4.51% 648,484 SH
4 AMERICAN INTL GROUP INC AIG 026874784 $52.8K 4.32% 701,300 SH
5 PUBLIC STORAGE PSA 74460D109 $41.5K 3.40% 153,280 SH
6 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $40.3K 3.30% 496,400 SH
7 MOODYS CORP MCO 615369105 $39.4K 3.23% 90,388 SH
8 PAYLOCITY HLDG CORP PCTY 70438V106 $36.9K 3.03% 341,878 SH
9 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $33.8K 2.77% 214,900 SH
10 CHUBB LIMITED CB H1467J104 $33.5K 2.74% 102,659 SH
11 AON PLC AON G0403H108 $33.2K 2.72% 102,720 SH
12 CARETRUST REIT INC CTRE 14174T107 $33.1K 2.71% 902,045 SH
13 WP CAREY INC WPC 92936U109 $32.0K 2.62% 470,700 SH
14 CAPITAL ONE FINL CORP COF 14040H105 $30.5K 2.50% 167,193 SH
15 MSCI INC MSCI 55354G100 $29.3K 2.40% 54,340 SH
16 WELLTOWER INC WELL 95040Q104 $27.3K 2.24% 137,998 SH
17 UNUM GROUP UNM 91529Y106 $27.2K 2.23% 372,800 SH
18 TERRENO RLTY CORP TRNO 88146M101 $25.2K 2.06% 410,160 SH
19 GALLAGHER ARTHUR J & CO AJG 363576109 $25.1K 2.05% 115,742 SH
20 RENAISSANCERE HOLDINGS LTD RNR G7496G103 $23.1K 1.89% 77,568 SH
21 THE CHARLES SCHWAB CORPORATI SCHW 808513105 $21.4K 1.75% 227,600 SH
22 EASTGROUP PPTYS INC EGP 277276101 $21.2K 1.74% 114,542 SH
23 AXIS CAPITAL HOLDINGS LTD AXS G0692U109 $20.6K 1.69% 203,249 SH
24 CORPAY INC CPAY 219948106 $20.2K 1.65% 69,320 SH
25 INVITATION HOMES INC INVH 46187W107 $18.9K 1.54% 758,600 SH
26 GLOBAL PMTS INC GPN 37940X102 $18.3K 1.50% 272,400 SH
27 AFFIRM HLDGS INC AFRM 00827B106 $15.1K 1.24% 329,810 SH
28 WASTE CONNECTIONS INC WCN 94106B101 $15.1K 1.23% 92,700 SH
29 EQUINIX INC EQIX 29444U700 $14.7K 1.20% 14,960 SH
30 VOYA FINANCIAL INC VOYA 929089100 $14.2K 1.17% 208,355 SH
31 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $12.8K 1.05% 66,800 SH
32 SKYWARD SPECIALTY INS GROUP SKWD 830940102 $12.3K 1.01% 281,300 SH
33 SELECTIVE INSURANCE GROUP SIGI 816300107 $12.1K 0.99% 160,700 SH
34 EQUITY RESIDENTIAL EQR 29476L107 $11.1K 0.91% 187,081 SH
35 AMERICAN EXPRESS CO AXP 025816109 $11.0K 0.90% 36,480 SH
36 ENSIGN GROUP INC ENSG 29358P101 $10.8K 0.88% 53,389 SH
37 JACKSON FINANCIAL INC JXN 46817M107 $10.7K 0.87% 100,900 SH
38 IREN LIMITED IREN Q4982L109 $10.6K 0.87% 308,900 SH
39 RYMAN HOSPITALITY PPTYS INC RHP 78377T107 $9.8K 0.80% 106,200 SH
40 BOWHEAD SPECIALTY HLDGS INC BOW 10240L102 $9.8K 0.80% 436,236 SH
41 VANGUARD INDEX FDS VNQ 922908553 $9.6K 0.78% 107,900 SH
42 BLACKSTONE GROUP LP/THE BX 09260D107 $9.3K 0.76% 80,600 SH
43 COGNIZANT TECHNOLOGY SOLUTIO CTSH 192446102 $9.1K 0.75% 149,100 SH
44 TRANSUNION TRU 89400J107 $9.0K 0.74% 130,700 SH
45 CBOE HOLDINGS INC CBOE 12503M108 $8.9K 0.73% 31,700 SH
46 REINSURANCE GRP OF AMERICA I RGA 759351604 $8.4K 0.69% 41,200 SH
47 HANOVER INS GROUP INC THG 410867105 $8.1K 0.66% 46,778 SH
48 AXA EQUITABLE HLDGS INC EQH 29452E101 $7.8K 0.64% 210,000 SH
49 KKR & CO INC KKR 48251W104 $7.3K 0.59% 78,401 SH
50 LINEAGE INC LINE 53566V106 $7.2K 0.59% 218,800 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.2M 69 0001698055-26-000003
2025-12-31 2026-02-17 $1.5M 76 0001698055-26-000002
2025-09-30 2025-11-14 $1.2M 65 0001698055-25-000009