Universe · entity
Gillson Capital LP
Institutional manager (13F) · CIK 1698055
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ASSURANT INC | $86k | 393,016 |
| 2 | MASTERCARD INCORPORATED | $59k | 118,190 |
| 3 | NASDAQ INC | $55k | 648,484 |
| 4 | AMERICAN INTL GROUP INC | $53k | 701,300 |
| 5 | PUBLIC STORAGE | $42k | 153,280 |
| 6 | WYNDHAM HOTELS & RESORTS INC | $40k | 496,400 |
| 7 | MOODYS CORP | $39k | 90,388 |
| 8 | PAYLOCITY HLDG CORP | $37k | 341,878 |
| 9 | INTERCONTINENTAL EXCHANGE IN | $34k | 214,900 |
| 10 | CHUBB LIMITED | $33k | 102,659 |
| 11 | AON PLC | $33k | 102,720 |
| 12 | CARETRUST REIT INC | $33k | 902,045 |
| 13 | WP CAREY INC | $32k | 470,700 |
| 14 | CAPITAL ONE FINL CORP | $31k | 167,193 |
| 15 | MSCI INC | $29k | 54,340 |
| 16 | WELLTOWER INC | $27k | 137,998 |
| 17 | UNUM GROUP | $27k | 372,800 |
| 18 | TERRENO RLTY CORP | $25k | 410,160 |
| 19 | GALLAGHER ARTHUR J & CO | $25k | 115,742 |
| 20 | RENAISSANCERE HOLDINGS LTD | $23k | 77,568 |
| 21 | THE CHARLES SCHWAB CORPORATI | $21k | 227,600 |
| 22 | EASTGROUP PPTYS INC | $21k | 114,542 |
| 23 | AXIS CAPITAL HOLDINGS LTD | $21k | 203,249 |
| 24 | CORPAY INC | $20k | 69,320 |
| 25 | INVITATION HOMES INC | $19k | 758,600 |
| 26 | GLOBAL PMTS INC | $18k | 272,400 |
| 27 | AFFIRM HLDGS INC | $15k | 329,810 |
| 28 | WASTE CONNECTIONS INC | $15k | 92,700 |
| 29 | EQUINIX INC | $15k | 14,960 |
| 30 | VOYA FINANCIAL INC | $14k | 208,355 |
| 31 | INVESCO EXCHANGE TRADED FD T | $13k | 66,800 |
| 32 | SKYWARD SPECIALTY INS GROUP | $12k | 281,300 |
| 33 | SELECTIVE INSURANCE GROUP | $12k | 160,700 |
| 34 | EQUITY RESIDENTIAL | $11k | 187,081 |
| 35 | AMERICAN EXPRESS CO | $11k | 36,480 |
| 36 | ENSIGN GROUP INC | $11k | 53,389 |
| 37 | JACKSON FINANCIAL INC | $11k | 100,900 |
| 38 | IREN LIMITED | $11k | 308,900 |
| 39 | RYMAN HOSPITALITY PPTYS INC | $10k | 106,200 |
| 40 | BOWHEAD SPECIALTY HLDGS INC | $10k | 436,236 |
| 41 | VANGUARD INDEX FDS | $10k | 107,900 |
| 42 | BLACKSTONE GROUP LP/THE | $9k | 80,600 |
| 43 | COGNIZANT TECHNOLOGY SOLUTIO | $9k | 149,100 |
| 44 | TRANSUNION | $9k | 130,700 |
| 45 | CBOE HOLDINGS INC | $9k | 31,700 |
| 46 | REINSURANCE GRP OF AMERICA I | $8k | 41,200 |
| 47 | HANOVER INS GROUP INC | $8k | 46,778 |
| 48 | AXA EQUITABLE HLDGS INC | $8k | 210,000 |
| 49 | KKR & CO INC | $7k | 78,401 |
| 50 | LINEAGE INC | $7k | 218,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.