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CIK: 0001867040
Total reported value
$333.3M
$333.3M
2 檔
100.3%
At the close of Q2 2024, Gimbel Daniel Scott disclosed equity holdings valued at approximately $333.3M, spread across 2 reported holdings.
During Q2 2024, Gimbel Daniel Scott's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CRC, TCBI) accounted for 100.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRC | California Resources CORP | Stock-Energy | 99.41% | -0.30% | — | |
| 2 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.59% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TCBI | Texas Capital Bancshares Inc | 0% | — | Unchanged |
| 2 | CRC | California Resources CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Gimbel Daniel Scott reported a total U.S. public equity portfolio value of $333.3M across 2 disclosed positions in Q2 2024.
During Q2 2024, Gimbel Daniel Scott's top holdings by market value included CRC (99.4%)、TCBI (0.6%). The largest single position, CRC, represented 99.4% of total portfolio value.
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In Q2 2024, Gimbel Daniel Scott made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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