Gillson Capital LP 13F Holdings

CIK 0001698055 · CHICAGO, IL

As of Sep 30, 2025, Gillson Capital LP reported 65 positions worth .2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MOODYS CORPMCOFinancial Services113,669$54.2K4.70%
ASSURANT INCAIZFinancial Services240,037$52.0K4.51%
CBOE GLOBAL MARKETS INCCBOEFinancial Services206,812$50.7K4.40%
AON PLCAONFinancial Services140,661$50.2K4.35%
VISA INC-CLASS A SHARESVFinancial Services137,700$47.0K4.08%
TPG INCTPGFinancial Services722,200$41.5K3.60%
VENTAS INCVTRReal Estate573,527$40.1K3.48%
AMERICAN FINANCIAL GROUP INCAFGFinancial Services214,591$31.3K2.71%
PAYLOCITY HOLDING CORPPCTYTechnology191,040$30.4K2.64%
JACK HENRY & ASSOCIATES INCJKHYTechnology204,000$30.4K2.64%
CHUBB LTDCBFinancial Services104,600$29.5K2.56%
IRON MOUNTAIN INCIRMReal Estate286,900$29.2K2.54%
VERISK ANALYTICS INCVRSKIndustrials111,236$28.0K2.43%
METLIFE INCMETFinancial Services335,600$27.6K2.40%
CINCINNATI FINANCIAL CORPCINFFinancial Services171,895$27.2K2.36%
TERRENO REALTY CORPTRNOReal Estate458,800$26.0K2.26%
W P CAREY INCWPCReal Estate367,367$24.8K2.15%
EQUITY LIFESTYLE PROPERTIES INCELSReal Estate406,900$24.7K2.14%
ALLSTATE CORPALLFinancial Services113,183$24.3K2.11%
CARETRUST REIT INCCTREReal Estate616,357$21.4K1.86%
WILLIS TOWERS WATSON PLCWTWFinancial Services61,300$21.2K1.84%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical74,000 9.3K1.67%
UNUM GROUPUNMFinancial Services246,000 9.1K1.66%
IREN LTDIRENFinancial Services397,200 8.6K1.62%
BLOCK INCXYZTechnology246,000 7.8K1.54%