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Disclosery

Gillson Capital LP: IREN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gillson Capital LP on IREN, newest first. How the timeline and the estimate are built.

Gillson Capital LP held 285,742 IREN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,742 shares
    Change vs previous 13F -23,158 shares

    0.23% of the 13F portfolio, value $3,956,000.

    13F-HR 0001698055-26-000006 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 308,900 shares
    Change vs previous 13F -188 shares

    0.87% of the 13F portfolio, value $10,589,000.

    13F-HR 0001698055-26-000003 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 309,088 shares
    Change vs previous 13F -88,112 shares

    0.76% of the 13F portfolio, value $11,674,000.

    13F-HR 0001698055-26-000002 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 397,200 shares
    Change vs previous 13F +260,200 shares

    1.62% of the 13F portfolio, value $18,641,000.

    13F-HR 0001698055-25-000009 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,000 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,996,000.

    13F-HR 0001698055-25-000005 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).