Gillson Capital LP
Gillson Capital LP is a Chicago, Illinois-based hedge fund management firm founded in late 2015 by Daniel B. Johnson, formerly of Citadel. The firm specializes in fundamental, market and factor-neutral long/short equity strategies, mainly targeting the global financial services sector. As of 2025, it manages approximately $1.66 billion in discretionary assets for institutional and sophisticated clients. The firm employs fewer than 25 professionals and is recognized for its focus on risk management and deep sector expertise.
Investment Strategy
Gillson Capital employs a fundamental, market and factor-neutral long/short equity strategy with a concentrated focus on the global financial services sector. The firm combines deep fundamental research with rigorous risk oversight to manage equity exposure and aims to generate alpha regardless of broad market direction. Their approach is designed to neutralize market and factor risks, emphasizing security selection and portfolio construction to provide consistent risk-adjusted returns across various market environments.
Latest 13F Filing Activity
Gillson Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 71 equity positions with a total 13F market value of $1B. The fund increased holdings in Brown & Brown Inc., Iron MTN Inc. Del, Blackrock Inc. among other positions. Gillson Capital LP reduced exposure to Thomson Reuters Corp., Broadridge Financial Solutio, Fair Isaac Corp. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MA | MASTERCARD INCORPORATED | 4.31% | $56.5M | 100,504 | $447.66 | $561.94 | +$6.9M |
B BRO | BROWN & BROWN INC | 3.87% | $50.7M | 456,930 | $110.87 | $110.87 | +$50.7M |
A AIZ | ASSURANT INC | 3.34% | $43.7M | 221,250 | $183.47 | $197.49 | +$2.0M |
I INVH | INVITATION HOMES INC | 3.33% | $43.6M | 1,330,699 | $34.85 | $32.80 | -$10.7M |
A AMT | AMERICAN TOWER CORP NEW | 3.06% | $40.1M | 181,430 | $213.89 | $221.02 | +$320.0K |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Analyst | Chicago, IL , United States | |
 | Analyst | Crown Point, IN , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
 | Associate Analyst | Chicago, IL , United States | |
A Alexander Rhodes | Analyst | Chicago, IL , United States | |
C Chris K. | Associate Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
M Michael Fomook | Analyst | Chicago, IL , United States |