Gillson Capital LP Portfolio Holdings
Gillson Capital LP
- $1.17 Billion
- Q1 2025
Gillson Capital LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invitation Homes Inc. with a value of $54.3M, Mastercard Inc with a value of $49.6M, Assurant, Inc. with a value of $41.7M, Intercontinental Exchange, Inc. with a value of $40.2M, and American Tower Corp with a value of $39.8M.
Examining the 13F form we can see an increase of $62.8M in the current position value, from $1.11B to 1.17B.
Gillson Capital LP is based out at Chicago, IL
Below you can find more details about Gillson Capital LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
Financial Services: $462 Million
Real Estate: $458 Million
Technology: $121 Million
ETFs: $40.7 Million
Industrials: $19 Million
Healthcare: $15.6 Million
Consumer Cyclical: $7.06 Million