Gillson Capital LP
CIK 1698055
13F filing for Q2 2026・No. 1,825
- Holdings
- US$1.7B
- Quarter change
- +US$477.62M
- Entries
- 82
- Net bought (estimate)
- +US$401.55M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 20
- Cut 17
- Added 32
- Corporate actions 0
- Unchanged 0
Largest holdings
80 stocks worth US$1.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AIZASSURANT INCCOM | Added | 464,516 | US$124.74M | 7.35% |
| AJGGALLAGHER ARTHUR J & COCOM | Added | 356,202 | US$81.77M | 4.82% |
| AONAON PLCSHS CL A | Added | 221,600 | US$73.5M | 4.33% |
| PGRPROGRESSIVE CORP OHIOCOM | New | 321,100 | US$70.14M | 4.13% |
| COFCAPITAL ONE FINL CORPCOM | Added | 322,039 | US$64.61M | 3.81% |
| INVHINVITATION HOMES INCCOM | Added | 2,052,463 | US$62.01M | 3.65% |
| WELLTOWER INCCOM | Added | 253,512 | US$57.54M | 3.39% |
| NDAQNASDAQ INCCOM | Added | 709,159 | US$55.9M | 3.29% |
| CTRECARETRUST REIT INCCOM | Added | 1,299,374 | US$52.43M | 3.09% |
| UDRUDR INCCOM | New | 1,172,691 | US$46.81M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.