Gillson Capital LP: 13F holdings
CIK 16980552026Q2
| Positions | 80 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 80 (+11 vs prior quarter) |
|---|
| Reported value | $1.7bn (+39.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AIZ ASSURANT INC | 464,516 | $124.7m | 7.3% |
| AJG GALLAGHER ARTHUR J & CO | 356,202 | $81.8m | 4.8% |
| AON PLC | 221,600 | $73.5m | 4.3% |
| PGR PROGRESSIVE CORP OHIO | 321,100 | $70.1m | 4.1% |
| COF CAPITAL ONE FINL CORP | 322,039 | $64.6m | 3.8% |
| INVH INVITATION HOMES INC | 2,052,463 | $62.0m | 3.7% |
| WELL WELLTOWER INC | 253,512 | $57.5m | 3.4% |
| NDAQ NASDAQ INC | 709,159 | $55.9m | 3.3% |
| CTRE CARETRUST REIT INC | 1,299,374 | $52.4m | 3.1% |
| UDR UDR INC | 1,172,691 | $46.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698055")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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