StockDriftsStockDriftsTop 50 Gillson Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIZ | ASSURANT INC | 7.02% | 393.0K | $85.6M | +0.72%(+2.81K) | $195.84(+30.01%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.84% | 118.2K | $59.1M | new | $508.25(-2.76%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 4.51% | 648.5K | $55.0M | +10.03%(+59.10K) | $84.30(+8.02%) | 2026-03-31 | |
| AIG | AMERICAN INTL GROUP INC | 4.32% | 701.3K | $52.8M | +209.08%(+474.40K) | $73.18(+4.01%) | 2026-03-31 | |
| PSA | PUBLIC STORAGE | 3.4% | 153.3K | $41.5M | +70.08%(+63.16K) | $270.47(+8.13%) | 2026-03-31 | |
| WH | WYNDHAM HOTELS & RESORTS INC | 3.3% | 496.4K | $40.3M | +42.97%(+149.20K) | $77.93(+2.32%) | 2026-03-31 | |
| MCO | MOODYS CORP | 3.23% | 90.4K | $39.4M | -29.11%(-37.12K) | $453.57(-5.44%) | 2026-03-31 | |
| PCTY | PAYLOCITY HLDG CORP | 3.03% | 341.9K | $36.9M | +6.18%(+19.91K) | $162.00(-33.88%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.77% | 214.9K | $33.8M | +12.28%(+23.50K) | $150.97(+2.24%) | 2026-03-31 | |
| CB | CHUBB LIMITED | 2.74% | 102.7K | $33.5M | -48.72%(-97.55K) | $254.34(+27.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.16% | +37.34% |
| Top 20 Holdings Unweighted | +10.55% | +35.10% |
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