SEC 13F Intelligence

Gillson Capital LP / RYAN

Gillson Capital LP’s Ryan Specialty Holdings Inc Position

Does Gillson Capital LP own Ryan Specialty Holdings Inc (RYAN)? Not currently — the last reported position was 233.3K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
233.3K
% of Portfolio
+0.79%
Quarters Held
4
position exited

Position History RYAN

Reported value by quarter
Q3 ’21: $25MQ3 ’21Q4 ’21: $21MQ4 ’21Q1 ’22: $9MQ1 ’22Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025233.3K$12M+0.79%
Q1 2022234.5K$9M+0.73%
Q4 2021519.6K$21M+1.37%
Q3 2021738.2K$25M+1.83%

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 RYAN.