account_balance
Investment manager · 13F filer · SEC CIK 1698055
Gillson Capital LP
Reported value$1.7Bas of Jun 30, 2026
Positions80 31 new, 20 sold out
Top 10 weight40.6%AIZ alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AIZAssurant, Inc.
7.3%Added +18%
AJGArthur J. Gallagher & Co.
4.8%Added +208%
AONAon PLC
4.3%Added +116%
PGRProgressive Corp
4.1%New
COFCapital One Financial Corp
3.8%Added +93%
INVHInvitation Homes Inc.
3.7%Added +171%
WELLWelltower Inc.
3.4%Added +84%
NDAQNasdaq, Inc.
3.3%Added +9%
CTRECareTrust REIT, Inc.
3.1%Added +44%
UDRUDR, Inc.
2.8%New
MCOMoody's Corp
2.5%+5%
MSCIMSCI Inc.
2.4%+34%
AIZAssurant, Inc.
7.3%Added +18%
AJGArthur J. Gallagher & Co.
4.8%+208%
AONAon PLC
4.3%+116%
PGRProgressive Corp
4.1%New
COFCapital One Financial Corp
3.8%+93%
INVHInvitation Homes Inc.
3.7%
WELLWelltower Inc.
3.4%
NDAQNasdaq, Inc.
3.3%
CTRECareTrust REIT, Inc.
3.1%
UDR2.8%MCO2.5%MSCIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AIZ Assurant, Inc. 7.3% Added +18%AJG Arthur J. Gallagher & Co. 4.8% Added +208%AON Aon PLC 4.3% Added +116%PGR Progressive Corp 4.1% NewCOF Capital One Financial Corp 3.8% Added +93%INVH Invitation Homes Inc. 3.7% Added +171%WELL Welltower Inc. 3.4% Added +84%NDAQ Nasdaq, Inc. 3.3% Added +9%CTRE CareTrust REIT, Inc. 3.1% Added +44%UDR UDR, Inc. 2.8% NewMCO Moody's Corp 2.5% Added +5%MSCI MSCI Inc. 2.4% Added +34%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.