CIK 1698055
Gillson Capital LP
Institutional 13F holdings & portfolio
Holdings
76
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–76 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SKWD | SKYWARD SPECIALTY INS GROUP | 184K | $1M+ | SH |
| COLD | AMERICOLD RLTY TR | 702K | $1M+ | SH |
| QNST | QUINSTREET INC | 614K | $1M+ | SH |
| WULF | TERAWULF INC | 720K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 32K | $1M+ | SH |
| SIGI | SELECTIVE INSURANCE GROUP | 78K | $1M+ | SH |
| NP | NEPTUNE INS HLDGS INC | 217K | $1M+ | SH |
| CIFR | CIPHER MINING INC | 417K | $1M+ | SH |
| EFX | EQUIFAX INC | 26K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 39K | $1M+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 82K | $1M+ | SH |
| TWFG | TWFG INC | 169K | $1M+ | SH |
| LINE | LINEAGE INC | 125K | $1M+ | SH |
| SCHW | THE CHARLES SCHWAB CORPORATI | 43K | $1M+ | SH |
| KKR | KKR & CO INC | 32K | $1M+ | SH |
| DRH | DIAMONDROCK HOSPITALITY CO | 421K | $1M+ | SH |
| AII | AMERICAN INTEGRITY INS GROUP | 162K | $1M+ | SH |
| CPAY | CORPAY INC | 10K | $1M+ | SH |
| CLSK | CLEANSPARK INC | 276K | $1M+ | SH |
| HGTY | HAGERTY INC | 202K | $1M+ | SH |
| CBC | CENTRAL BANCOMPANY | 110K | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 101K | $1M+ | SH |
| SHOP | SHOPIFY INC | 13K | $1M+ | SH |
| XYZ | BLOCK INC | 33K | $1M+ | SH |
| CHYM | CHIME FINL INC | 83K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 227K | $50K–$100K | SH |