SEC 13F Intelligence

Gillson Capital LP / V

Gillson Capital LP’s Visa Inc Position

Does Gillson Capital LP own Visa Inc (V)? Not currently — the last reported position was 282.4K shares worth $99M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$99M
Q4 2025
Shares
282.4K
% of Portfolio
+6.48%
Quarters Held
7
position exited

Position History V

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q2 ’22: $7MQ2 ’22Q4 ’22: $31MQ4 ’22Q1 ’23: $44MQ1 ’23Q2 ’23: $38MQ2 ’23Q3 ’25: $47MQ3 ’25Q4 ’25: $99MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025282.4K$99M+6.48%
Q3 2025137.7K$47M+4.08%
Q2 2023160.5K$38M+3.36%
Q1 2023194.9K$44M+3.64%
Q4 2022151.3K$31M+2.38%
Q2 202234.7K$7M+0.66%
Q4 201820.8K$3M+0.37%

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 V.