Gillson Capital LP Purchases and Sells in Q4 2024

Gillson Capital LP

$1.11 Billion
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
THOMSON REUTERS CORP	75.6K + 39.32%	N/A	268K $43M
RGA	93.4K + 946.97%	$201.26 - $231.95 $18.8M - $21.7M	103K $22.1M
MAA	126K + 120.17%	$149.17 - $165.2 $18.8M - $20.9M	231K $35.8M
ACN	50.5K + 155.73%	$343.9 - $376.86 $17.4M - $19M	82.9K $29.1M
MCO	37.1K + 72.23%	$454.04 - $500.88 $16.9M - $18.6M	88.5K $41.9M
GPN	68K + 130.41%	$97.57 - $119.38 $6.63M - $8.12M	120K $13.5M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AJG	254K New	$278.49 - $315.16 $70.8M - $80.1M	254K $72.2M
FRT	276K New	$109.55 - $117.53 $30.3M - $32.5M	276K $30.9M
GLOB	109K New	$193.45 - $236.83 $21.2M - $25.9M	109K $23.5M
RE	59K New	N/A	59K $21.4M
KRC	424K New	$37.51 - $43.55 $15.9M - $18.5M	424K $17.1M
REXR	430K New	$37.97 - $49.45 $16.3M - $21.3M	430K $16.6M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTR	-328K - 44.61%	$57.73 - $66.48 $18.9M - $21.8M	408K $24M
GDDY	-163K - 67.42%	$153.16 - $209.03 $25M - $34.2M	79K $15.6M
LOW	-51.9K - 66.7%	$244.52 - $284.07 $12.7M - $14.7M	25.9K $6.4M
EGP	-57.2K - 51.15%	$158.74 - $185.14 $9.07M - $10.6M	54.6K $8.76M
CME	-49.4K - 42.62%	$221.17 - $246.02 $10.9M - $12.1M	66.4K $15.4M
AXS	-92.2K - 47.43%	$78.26 - $94.05 $7.22M - $8.67M	102K $9.06M

Activity Summary All Purchases 47 New Holdings 28 Increased Positions 19 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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