IRM β€” IRON MTN INC DEL

Ownership history in Gillson Capital LP  Β·  5 quarters on record

AI Ownership Summary

Gillson Capital LP reported IRON MTN INC DEL (IRM) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 2.89% in 2025 Q2. The latest visible filing shows IRM at 2.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gillson Capital LP's position in IRON MTN INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IRM was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gillson Capital LP held IRM β€” position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 286,900 -82,237 -22.3% 2.54% $29.2M 2025-11-14 $89.69
2025 Q2 ADDED 369,137 +225,737 +157.4% 2.89% $37.9M 2025-08-14 $88.99
2024 Q3 ADDED 143,400 +106,200 +285.5% 1.55% $17.0M 2024-11-14 $107.61
2024 Q2 REDUCED 37,200 -81,299 -68.6% 0.32% $3.3M 2024-08-14 $102.76
2024 Q1 INITIATED 118,499 β€” β€” 0.90% $9.5M 2024-05-15 $77.27

FAQ About Gillson Capital LP and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gillson Capital LP reported owning IRM?

Gillson Capital LP reported IRM across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IRM position in Gillson Capital LP's portfolio?

The largest reported portfolio weight for IRM was 2.89% in 2025 Q2.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2025 Q3, when Gillson Capital LP reported 286,900 shares, equal to 2.54% of portfolio, with an estimated market value of $29.2M.

What does the chart on this IRM ownership page compare?

The chart compares Gillson Capital LP's quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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