Gillson Capital’s Ryman Hospitality Properties RHP Stock Holding History

Gillson Capital’s Portfolio RHP Stock Details RHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.8M	Buy	+106,200	New	+$10.2M	0.8%	39
2025 Q3	–	Sell	-180,300	Closed	-$17.8M	–	91
2025 Q2	$17.8M	Buy	+180,300	New	+$16.9M	1.36%	37
2025 Q1	–	Sell	-117,895	Closed	-$12.3M	–	84
2024 Q4	$12.3M	Buy	117,895 +16,694	+16%	+$1.86M	1.11%	36
2024 Q3	$10.9M	Buy	+101,201	New	+$10.3M	0.99%	43
2020 Q1	–	Sell	-42,566	Closed	-$3.69M	–	73
2019 Q4	$3.69M	Buy	+42,566	New	+$3.66M	0.32%	65

Other funds holding RHP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gillson Capital's RHP Position: Q1 2026 in Review

Gillson Capital opened a new position in Ryman Hospitality Properties (RHP) in Q1 2026: 106,200 shares worth $9.8M. The stake represents 0.8% of the portfolio and ranks #39 among its holdings. This is a return to the name: Gillson Capital previously reported a position in RHP as recently as Q2 2025.

Gillson Capital first reported a position in RHP in Q4 2019 and has held it in 5 quarters since. The position peaked at $17.8M in Q2 2025. 386 funds tracked by Wall St. Rank hold RHP as of Q1 2026.

Gillson Capital held 106,200 shares of Ryman Hospitality Properties worth $9.8M as of Q1 2026.
Ryman Hospitality Properties was a new Gillson Capital position in Q1 2026.
Ryman Hospitality Properties made up 0.8% of Gillson Capital's portfolio in Q1 2026, its #39 holding.
Gillson Capital first reported a position in Ryman Hospitality Properties in Q4 2019 and has held it in 5 quarters since.
Gillson Capital's Ryman Hospitality Properties position peaked at $17.8M in Q2 2025.
386 funds tracked by Wall St. Rank held Ryman Hospitality Properties as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.