GILLSON CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTRE | 902K | $33.06M |
 | INVH | 759K | $18.85M |
 | AIG | 701K | $52.77M |
 | NDAQ | 648K | $55.05M |
 | WH | 496K | $40.32M |
 | WPC | 471K | $31.99M |
 | BOW | 436K | $9.79M |
 | TRNO | 410K | $25.19M |
 | AIZ | 393K | $85.60M |
 | UNM | 373K | $27.23M |
 | PCTY | 342K | $36.94M |
 | RIOT | 341K | $4.22M |
 | NTST | 332K | $6.26M |
 | AFRM | 330K | $15.11M |
 | IREN | 309K | $10.59M |
 | SKWD | 281K | $12.29M |
 | GPN | 272K | $18.33M |
 | APLD | 255K | $6.05M |
 | NP | 229K | $5.54M |
 | SCHW | 228K | $21.39M |
CareTrust REIT, Inc.
CTRE
Shares Held
902K
Value
$33.06M
Invitation Homes Inc.
INVH
Shares Held
759K
Value
$18.85M
American International Group, Inc.
AIG
Shares Held
701K
Value
$52.77M
Nasdaq, Inc.
NDAQ
Shares Held
648K
Value
$55.05M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
496K
Value
$40.32M
W. P. Carey Inc.
WPC
Shares Held
471K
Value
$31.99M
Bowhead Specialty Holdings Inc.
BOW
Shares Held
436K
Value
$9.79M
Terreno Realty Corporation
TRNO
Shares Held
410K
Value
$25.19M
Assurant, Inc.
AIZ
Shares Held
393K
Value
$85.60M
Unum Group
UNM
Shares Held
373K
Value
$27.23M
Paylocity Holding Corporation
PCTY
Shares Held
342K
Value
$36.94M
Riot Platforms, Inc.
RIOT
Shares Held
341K
Value
$4.22M
NETSTREIT Corp.
NTST
Shares Held
332K
Value
$6.26M
Affirm Holdings, Inc.
AFRM
Shares Held
330K
Value
$15.11M
IREN Limited
IREN
Shares Held
309K
Value
$10.59M
Skyward Specialty Insurance Group, Inc.
SKWD
Shares Held
281K
Value
$12.29M
Global Payments Inc.
GPN
Shares Held
272K
Value
$18.33M
Applied Digital Corp.
APLD
Shares Held
255K
Value
$6.05M
Neptune Insurance Holdings Inc.
NP
Shares Held
229K
Value
$5.54M
The Charles Schwab Corporation
SCHW
Shares Held
228K
Value
$21.39M