Gillson Capital LP - Portfolio Stock Holdings

Gillson Capital LP disclosed 105 stock positions in a recent SEC 13F filing. $1,219,421,251 of stock holdings were filed, with the largest holdings including AIZ, MA, and NDAQ. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.