Gillson Capital LP
CIK 0001698055 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.7M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AIZ
ASSURANT INC
7.3%
AJG
GALLAGHER ARTHUR J & CO
4.8%
AON
AON PLC
4.3%
PGR
PROGRESSIVE CORP OHIO
4.1%
COF
CAPITAL ONE FINL CORP
3.8%
INVH
INVITATION HOMES INC
3.7%
WELL
WELLTOWER INC
3.4%
NDAQ
NASDAQ INC
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.