SEC 13F Intelligence

Gillson Capital LP / IREN

Gillson Capital LP’s Iren Limited Position

Does Gillson Capital LP own Iren Limited (IREN)? Yes — 308.9K shares worth $11M (+0.87% of its 13F portfolio) as of Q1 2026, down from 309.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
308.9K
% of Portfolio
+0.87%
Quarters Held
4
currently held

Position History IREN

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026308.9K$11M+0.87%
Q4 2025309.1K$12M+0.76%
Q3 2025397.2K$19M+1.62%
Q2 2025137.0K$2M+0.15%

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 IREN.