# EDGAR Filing Document

**Accession Number:** 0001698055
**File Stem:** 0001698055-25-000009
**Filing Date:** 2025-11
**Character Count:** 9891
**Document Hash:** 5c882a946b0eed6675cf9b9861a363de
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001698055-25-000009.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001698055-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gillson Capital LP
- **CENTRAL INDEX KEY:** 0001698055

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17871
- **FILM NUMBER:** 251483999

**BUSINESS ADDRESS:**
- **STREET 1:** 222 WEST ADAMS STREET
- **STREET 2:** SUITE 2180
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606
- **BUSINESS PHONE:** 312-667-4379

**MAIL ADDRESS:**
- **STREET 1:** 222 WEST ADAMS STREET
- **STREET 2:** SUITE 2180
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gillson Capital LP<br>**Address:** 222 WEST ADAMS STREET<br>SUITE 2180<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-17871

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matin Kalish<br>**Title:** COO<br>**Phone:** 312-667-4379

**Signature, Place, and Date of Signing:**

Martin Kalish  Chicago, IL  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $1152029

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 |  | 31270 | 214591 | SH |  | SOLE |  | 214591 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 2162 | 19359 | SH |  | SOLE |  | 19359 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 8923 | 122100 | SH |  | SOLE |  | 122100 | 0 | 0 |
| AMERICAN INTEGRITY INS GROUP | COM | 026948109 |  | 3904 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| ASSURANT INC | COM | 04621X108 |  | 51992 | 240037 | SH |  | SOLE |  | 240037 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 24295 | 113183 | SH |  | SOLE |  | 113183 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 8404 | 43700 | SH |  | SOLE |  | 43700 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 50157 | 140661 | SH |  | SOLE |  | 140661 | 0 | 0 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 3684 | 160600 | SH |  | SOLE |  | 160600 | 0 | 0 |
| BGC GROUP INC | CL A | 088929104 |  | 5226 | 552432 | SH |  | SOLE |  | 552432 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 1970 | 37200 | SH |  | SOLE |  | 37200 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 9725 | 8341 | SH |  | SOLE |  | 8341 | 0 | 0 |
| BROADRIDGE FINANCIAL SOLUTIO | COM | 11133T103 |  | 11863 | 49810 | SH |  | SOLE |  | 49810 | 0 | 0 |
| BLACKSTONE GROUP LP/THE | COM | 09260D107 |  | 17393 | 101800 | SH |  | SOLE |  | 101800 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 29523 | 104600 | SH |  | SOLE |  | 104600 | 0 | 0 |
| CBOE HOLDINGS INC | COM | 12503M108 |  | 50721 | 206812 | SH |  | SOLE |  | 206812 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 27177 | 171895 | SH |  | SOLE |  | 171895 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 17083 | 80358 | SH |  | SOLE |  | 80358 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 5467 | 16200 | SH |  | SOLE |  | 16200 | 0 | 0 |
| COREBRIDGE FINL INC | COM | 21871X109 |  | 11413 | 356088 | SH |  | SOLE |  | 356088 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 12598 | 149319 | SH |  | SOLE |  | 149319 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 7964 | 38800 | SH |  | SOLE |  | 38800 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 21375 | 616357 | SH |  | SOLE |  | 616357 | 0 | 0 |
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 |  | 2028 | 254762 | SH |  | SOLE |  | 254762 | 0 | 0 |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 |  | 24699 | 406900 | SH |  | SOLE |  | 406900 | 0 | 0 |
| ENSIGN GROUP INC | COM | 29358P101 |  | 7403 | 42851 | SH |  | SOLE |  | 42851 | 0 | 0 |
| GAMING  LEISURE PPTYS INC | COM | 36467J108 |  | 12128 | 260200 | SH |  | SOLE |  | 260200 | 0 | 0 |
| HAGERTY INC | CL A COM | 405166109 |  | 2107 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 |  | 14233 | 106700 | SH |  | SOLE |  | 106700 | 0 | 0 |
| HOST HOTELS  RESORTS INC | COM | 44107P104 |  | 13459 | 790800 | SH |  | SOLE |  | 790800 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 18641 | 397200 | SH |  | SOLE |  | 397200 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 |  | 29247 | 286900 | SH |  | SOLE |  | 286900 | 0 | 0 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 30382 | 204000 | SH |  | SOLE |  | 204000 | 0 | 0 |
| LINEAGE INC | COM | 53566V106 |  | 7307 | 189100 | SH |  | SOLE |  | 189100 | 0 | 0 |
| LINCOLN NATL CORP IND | COM | 534187109 |  | 7982 | 197929 | SH |  | SOLE |  | 197929 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 17677 | 31077 | SH |  | SOLE |  | 31077 | 0 | 0 |
| MID AMER APT CMNTYS INC | COM | 59522J103 |  | 15231 | 109000 | SH |  | SOLE |  | 109000 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 19273 | 74000 | SH |  | SOLE |  | 74000 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 54161 | 113669 | SH |  | SOLE |  | 113669 | 0 | 0 |
| METLIFE INC | COM | 59156R108 |  | 27643 | 335600 | SH |  | SOLE |  | 335600 | 0 | 0 |
| MIAMI INTL HLDGS INC | COM | 59356Q108 |  | 8330 | 206897 | SH |  | SOLE |  | 206897 | 0 | 0 |
| MARKETAXESS HOLDINGS INC | COM | 57060D108 |  | 6534 | 37500 | SH |  | SOLE |  | 37500 | 0 | 0 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 6892 | 407100 | SH |  | SOLE |  | 407100 | 0 | 0 |
| PAYLOCITY HLDG CORP | COM | 70438V106 |  | 30427 | 191040 | SH |  | SOLE |  | 191040 | 0 | 0 |
| QUINSTREET INC | COM | 74874Q100 |  | 8275 | 534900 | SH |  | SOLE |  | 534900 | 0 | 0 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 14660 | 76303 | SH |  | SOLE |  | 76303 | 0 | 0 |
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 |  | 16785 | 66100 | SH |  | SOLE |  | 66100 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 |  | 7371 | 49600 | SH |  | SOLE |  | 49600 | 0 | 0 |
| TANGER INC | COM | 875465106 |  | 14044 | 415023 | SH |  | SOLE |  | 415023 | 0 | 0 |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 |  | 15550 | 413127 | SH |  | SOLE |  | 413127 | 0 | 0 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 15510 | 218300 | SH |  | SOLE |  | 218300 | 0 | 0 |
| HANOVER INS GROUP INC | COM | 410867105 |  | 8357 | 46009 | SH |  | SOLE |  | 46009 | 0 | 0 |
| TPG INC | COM CL A | 872657101 |  | 41490 | 722200 | SH |  | SOLE |  | 722200 | 0 | 0 |
| TERRENO RLTY CORP | COM | 88146M101 |  | 26037 | 458800 | SH |  | SOLE |  | 458800 | 0 | 0 |
| TWFG INC | COM CL A | 87318A101 |  | 4047 | 147500 | SH |  | SOLE |  | 147500 | 0 | 0 |
| UNUM GROUP | COM | 91529Y106 |  | 19134 | 246000 | SH |  | SOLE |  | 246000 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 47008 | 137700 | SH |  | SOLE |  | 137700 | 0 | 0 |
| VINE HILL CAP INVT CORP | ORD SHS CL A | G93Y09107 |  | 2798 | 261245 | SH |  | SOLE |  | 261245 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 27977 | 111236 | SH |  | SOLE |  | 111236 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 40141 | 573527 | SH |  | SOLE |  | 573527 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 24823 | 367367 | SH |  | SOLE |  | 367367 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 5687 | 74227 | SH |  | SOLE |  | 74227 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 21176 | 61300 | SH |  | SOLE |  | 61300 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 3308 | 289700 | SH |  | SOLE |  | 289700 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 17778 | 246000 | SH |  | SOLE |  | 246000 | 0 | 0 |

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