Holdings
Gillson Capital LP
As of Jun 30, 2026, Gillson Capital LP reported 76 positions worth US$1.59B. Largest: Assurant, Inc., Arthur J. Gallagher & Co. and Progressive Corporation (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Assurant, Inc. | 465K | US$125M | +71,500 | Jun 30, 2026 |
| Arthur J. Gallagher & Co. | 356K | US$81.8M | +240K | Jun 30, 2026 |
| Progressive Corporation (the) | 321K | US$70.1M | new | Jun 30, 2026 |
| Capital One Financial Corporation | 322K | US$64.6M | +155K | Jun 30, 2026 |
| Invitation Homes Inc. | 2.05M | US$62M | +1.29M | Jun 30, 2026 |
| Welltower Inc. | 254K | US$57.5M | +116K | Jun 30, 2026 |
| Nasdaq, Inc. | 709K | US$55.9M | +60,675 | Jun 30, 2026 |
| Caretrust Reit, Inc. | 1.3M | US$52.4M | +397K | Jun 30, 2026 |
| Udr, Inc. | 1.17M | US$46.8M | new | Jun 30, 2026 |
| Moody's Corporation | 94,628 | US$42.9M | +4,240 | Jun 30, 2026 |