Stock Taper 
GILLSON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bowhead Specialty Holdings Inc. | BOW | 175.24K | $5.25M |
 Affirm Holdings, Inc. | AFRM | 180.61K | $14.73M |
 Paylocity Holding Corporation | PCTY | 185.8K | $19.42M |
 W. P. Carey Inc. | WPC | 211.58K | $15.13M |
 Aon plc | AON | 221.6K | $73.5M |
 TransUnion | TRU | 228.2K | $16.46M |
 Equitable Holdings, Inc. | EQH | 232K | $10.18M |
 Q2 Holdings, Inc. | QTWO | 238.34K | $11.46M |
 Welltower Inc. | WELL | 253.51K | $57.54M |
 Hagerty, Inc. | HGTY | 276.95K | $3.3M |
 American International Group, Inc. | AIG | 283.1K | $21.1M |
 IREN Limited | IREN | 285.74K | $3.96M |
 NNN REIT, Inc. | NNN | 290.6K | $13.52M |
 Americold Realty Trust, Inc. | COLD | 302K | $4.75M |
 Chime Financial, Inc. Class A Common Stock | CHYM | 306.37K | $6.27M |
 Skyward Specialty Insurance Group, Inc. | SKWD | 311.54K | $18.18M |
 The Progressive Corporation | PGR | 321.1K | $70.14M |
 Capital One Financial Corporation | COF | 322.04K | $64.61M |
 Arthur J. Gallagher & Co. | AJG | 356.2K | $81.77M |
 TPG Inc. | TPG | 394.93K | $16.02M |