SEC 13F Intelligence

Gillson Capital LP / GLPI

Gillson Capital LP’s Gaming & Leisure P Position

Does Gillson Capital LP own Gaming & Leisure P (GLPI)? Not currently — the last reported position was 397.3K shares worth $18M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q4 2025
Shares
397.3K
% of Portfolio
+1.16%
Quarters Held
6
position exited

Position History GLPI

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’21: $14MQ4 ’21Q1 ’22: $10MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’25: $12MQ3 ’25Q4 ’25: $18MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025397.3K$18M+1.16%
Q3 2025260.2K$12M+1.05%
Q2 202230.2K$1M+0.13%
Q1 2022210.0K$10M+0.79%
Q4 2021291.3K$14M+0.92%
Q3 202126.6K$1M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of GLPI.