Gillson Capital LP - Q42025 Holdings

Gillson Capital LP holds 76 stocks with a total portfolio value of $ 1.53M as of Q42025. In Q42025, Gillson Capital LP added 37 new positions, increased stakes in 26 stocks, reduced 13 holdings, and fully exited 26 positions. The largest holding is Visa Inc (V), representing 6.48% of the total portfolio.