SEC 13F Intelligence

Gillson Capital LP / LNC

Gillson Capital LP’s Lincoln Natl Corp Ind Position

Does Gillson Capital LP own Lincoln Natl Corp Ind (LNC)? Not currently — the last reported position was 306.1K shares worth $14M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q4 2025
Shares
306.1K
% of Portfolio
+0.89%
Quarters Held
11
position exited

Position History LNC

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q3 ’19: $22MQ1 ’21: $2MQ1 ’21Q2 ’21: $13MQ3 ’21: $8MQ3 ’21Q4 ’21: $12MQ2 ’23: $4MQ2 ’23Q3 ’24: $6MQ1 ’25: $3MQ1 ’25Q3 ’25: $8MQ4 ’25: $14MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025306.1K$14M+0.89%
Q3 2025197.9K$8M+0.69%
Q1 202585.0K$3M+0.26%
Q3 2024180.0K$6M+0.52%
Q2 2023171.2K$4M+0.39%
Q4 2021180.0K$12M+0.80%
Q3 2021120.3K$8M+0.61%
Q2 2021199.0K$13M+1.17%
Q1 202128.4K$2M+0.15%
Q3 2019368.1K$22M+2.03%
Q1 2019201.2K$12M+1.52%

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 LNC.