SEC 13F Intelligence

Gillson Capital LP / YUSD

Gillson Capital LP’s Alleghany Corp Md Position

Does Gillson Capital LP own Alleghany Corp Md (YUSD)? Not currently — the last reported position was 16.3K shares worth $8M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q3 2020
Shares
16.3K
% of Portfolio
+1.23%
Quarters Held
8
position exited

Position History YUSD

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $19MQ1 ’19Q2 ’19: $10MQ2 ’19Q3 ’19: $19MQ3 ’19Q4 ’19: $28MQ4 ’19Q1 ’20: $21MQ1 ’20Q2 ’20: $13MQ2 ’20Q3 ’20: $8MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202016.3K$8M+1.23%
Q2 202026.0K$13M+2.29%
Q1 202037.5K$21M+3.51%
Q4 201934.6K$28M+2.38%
Q3 201924.2K$19M+1.77%
Q2 201915.2K$10M+1.02%
Q1 201931.4K$19M+2.48%
Q4 201839.1K$24M+3.31%

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 YUSD.