Gillson Capital LP Portfolio Holdings
Gillson Capital LP
- $1.31 Billion
- Q2 2025
Gillson Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.31 Billion distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $56.5M, Brown & Brown, Inc. with a value of $50.7M, Assurant, Inc. with a value of $43.7M, Invitation Homes Inc. with a value of $43.6M, and American Tower Corp with a value of $40.1M.
Examining the 13F form we can see an increase of $137M in the current position value, from $1.17B to 1.31B.
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
$1.31 Billion
Financial Services: $539 Million
Real Estate: $466 Million
Technology: $115 Million
Healthcare: $32.5 Million
Industrials: $18.9 Million
Consumer Cyclical: $15.9 Million
Basic Materials: $6.96 Million
ETFs: $4.03 Million
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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