SEC 13F Intelligence

Gillson Capital LP / MA

Gillson Capital LP’s Mastercard Incorporated Position

Does Gillson Capital LP own Mastercard Incorporated (MA)? Yes — 118.2K shares worth $59M (+4.84% of its 13F portfolio) as of Q1 2026, up from 31.1K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
118.2K
% of Portfolio
+4.84%
Quarters Held
11
currently held

Position History MA

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’23: $39MQ4 ’23: $36MQ4 ’23Q1 ’24: $48MQ2 ’24: $32MQ2 ’24Q3 ’24: $45MQ4 ’24: $52MQ4 ’24Q1 ’25: $50MQ2 ’25: $56MQ2 ’25Q3 ’25: $18MQ1 ’26: $59MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026118.2K$59M+4.84%
Q3 202531.1K$18M+1.53%
Q2 2025100.5K$56M+4.31%
Q1 202590.5K$50M+4.23%
Q4 202499.3K$52M+4.71%
Q3 202490.2K$45M+4.05%
Q2 202471.5K$32M+3.04%
Q1 202498.9K$48M+4.53%
Q4 202384.5K$36M+3.79%
Q3 202398.3K$39M+2.89%
Q2 202216.7K$5M+0.51%

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 MA.