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Gillson Capital LP - Portfolio Stock Holdings

Gillson Capital LP disclosed 100 stock positions in a recent SEC 13F filing. $1,710,587,126 of stock holdings were filed, with the largest holdings including AIZ, AJG, and AON. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,074,004,335 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

100

Est. Stock Holding Value:

$1,710,587,126

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Gillson Capital LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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