Gillson Capital LP
Gillson Capital LP reported 80 positions worth $1.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AIZ (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AIZ | SH | $124.7K | 7.35% | 464,516 | — | — | |
| ▸ 2 | AJG | SH | $81.8K | 4.82% | 356,202 | — | — | |
| ▸ 3 | AON | SH | $73.5K | 4.33% | 221,600 | — | — | |
| ▸ 4 | PGR | SH | $70.1K | 4.13% | 321,100 | — | — | |
| ▸ 5 | COF | SH | $64.6K | 3.81% | 322,039 | — | — | |
| ▸ 6 | INVH | SH | $62.0K | 3.65% | 2,052,463 | — | — | |
| ▸ 7 | WELL | SH | $57.5K | 3.39% | 253,512 | — | — | |
| ▸ 8 | NDAQ | SH | $55.9K | 3.29% | 709,159 | — | — | |
| ▸ 9 | CTRE | SH | $52.4K | 3.09% | 1,299,374 | — | — | |
| ▸ 10 | UDR | SH | $46.8K | 2.76% | 1,172,691 | — | — |
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Frequently Asked Questions
What stocks does Gillson Capital LP hold as of Q2 2026?
Gillson Capital LP reported 80 positions worth $1.7M in its Q2 2026 13F filing. Largest positions: AIZ (7.3%), AJG (4.8%), AON (4.3%), PGR (4.1%) and COF (3.8%).
What did Gillson Capital LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Gillson Capital LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.