Gillson Capital LP
13F filer · CIK 1698055 · Chicago, IL
Summary
Gillson Capital LP reported $1.70M across 80 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AIZ (7.3%), AJG (4.8%), AON (4.3%). Versus 2026 Q1, leaving options aside, it opened 31 new positions, added to 29, trimmed 20 and sold out of 20.
Reported value$1.70M
Positions80
Report period2026 Q2
FiledAug 14, 2026
New positions31
Added29
Trimmed20
Sold out20
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.3%Value $124.7KPrice $263.65Shares 465K +18.19%Since Jun 30 +98083.08%
Weight 4.8%Value $81.8KPrice $227.75Shares 356K +207.76%Since Jun 30 +99107.57%
Weight 4.3%Value $73.5KPrice $275.90Shares 222K +115.73%Since Jun 30 +83079.51%
Weight 4.1%Value $70.1KPrice $210.52Shares 321KSince Jun 30 +96270.29%
Weight 3.8%Value $64.6KPrice $196.46Shares 322K +92.62%Since Jun 30 +97827.13%
Weight 3.7%Value $62.0KPrice $26.57Shares 2.05M +170.56%Since Jun 30 +87850.88%
Weight 3.4%Value $57.5KPrice $232.90Shares 254K +83.71%Since Jun 30 +102512.00%
Weight 3.3%Value $55.9KPrice $91.85Shares 709K +9.36%Since Jun 30 +116431.15%
Weight 3.1%Value $52.4KPrice $37.20Shares 1.30M +44.05%Since Jun 30 +92092.85%
Weight 2.8%Value $46.8KPrice $33.95Shares 1.17MSince Jun 30 +84944.77%
Weight 2.5%Value $42.9KPrice $454.82Shares 95K +4.69%Since Jun 30 +100319.30%
Weight 2.4%Value $40.8KPrice $539.76Shares 73K +34.09%Since Jun 30 +96278.54%
Weight 2.2%Value $37.1KPrice $324.53Shares 117K +50.84%Since Jun 30 +102308.53%
Weight 2.0%Value $33.7KPrice $1068Shares 35KSince Jun 30 +110963.34%
Weight 1.9%Value $33.0KPrice $563.58Shares 64K -45.70%Since Jun 30 +109630.44%
Weight 1.9%Value $32.9KPrice $16.27Shares 1.96MSince Jun 30 +96688.42%
Weight 1.6%Value $27.4KPrice $323.44Shares 83KSince Jun 30 +97776.33%
Weight 1.6%Value $26.5KPrice $365.88Shares 77KSince Jun 30 +106543.45%
Weight 1.5%Value $26.1KPrice $66.25Shares 403K -1.66%Since Jun 30 +102185.07%
Weight 1.5%Value $25.8KPrice $176.56Shares 143KSince Jun 30 +98218.33%
Weight 1.5%Value $25.1KPrice $175.53Shares 157K +193.44%Since Jun 30 +109401.98%
Weight 1.5%Value $25.0KPrice $133.49Shares 172KSince Jun 30 +91772.38%
Weight 1.3%Value $22.9KPrice $146.22Shares 166KSince Jun 30 +106054.74%
Weight 1.3%Value $21.5KPrice $197.74Shares 126KSince Jun 30 +116163.50%
Weight 1.2%Value $21.1KPrice $75.27Shares 283K -59.63%Since Jun 30 +100895.00%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.3% | $124.7K | +98083.08% | +18.19% | Add | |
| 4.8% | $81.8K | +99107.57% | +207.76% | Add | |
| 4.3% | $73.5K | +83079.51% | +115.73% | Add | |
| 4.1% | $70.1K | +96270.29% | — | New | |
| 3.8% | $64.6K | +97827.13% | +92.62% | Add | |
| 3.7% | $62.0K | +87850.88% | +170.56% | Add | |
| 3.4% | $57.5K | +102512.00% | +83.71% | Add | |
| 3.3% | $55.9K | +116431.15% | +9.36% | Add | |
| 3.1% | $52.4K | +92092.85% | +44.05% | Add | |
| 2.8% | $46.8K | +84944.77% | — | New | |
| 2.5% | $42.9K | +100319.30% | +4.69% | Add | |
| 2.4% | $40.8K | +96278.54% | +34.09% | Add | |
| 2.2% | $37.1K | +102308.53% | +50.84% | Add | |
| 2.0% | $33.7K | +110963.34% | — | New | |
| 1.9% | $33.0K | +109630.44% | -45.70% | Trim | |
| 1.9% | $32.9K | +96688.42% | — | New | |
| 1.6% | $27.4K | +97776.33% | — | New | |
| 1.6% | $26.5K | +106543.45% | — | New | |
| 1.5% | $26.1K | +102185.07% | -1.66% | Trim | |
| 1.5% | $25.8K | +98218.33% | — | New | |
| 1.5% | $25.1K | +109401.98% | +193.44% | Add | |
| 1.5% | $25.0K | +91772.38% | — | New | |
| 1.3% | $22.9K | +106054.74% | — | New | |
| 1.3% | $21.5K | +116163.50% | — | New | |
| 1.2% | $21.1K | +100895.00% | -59.63% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.