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CIK: 0001867040
Total reported value
$333.3M
$333.3M
3 檔
128.4%
The Q4 2024 SEC filing reveals that Gimbel Daniel Scott held a total portfolio value of $333.3M, covering 3 public equity positions.
In Q4 2024, Gimbel Daniel Scott adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CRC, TLN, TCBI) accounted for 128.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRC | California Resources CORP | Stock-Energy | 75.74% | -0.30% | — | |
| 2 | TLN | Talen Energy CORP | Stock-Utilities | 23.66% | — | -0.98% | |
| 3 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.59% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLN | Talen Energy CORP | +2.2% | -0.98% | Trim |
| 2 | TCBI | Texas Capital Bancshares Inc | 0% | — | Unchanged |
| 3 | CRC | California Resources CORP | -2.2% | — | Unchanged |
According to official SEC Form 13F filings, Gimbel Daniel Scott reported a total U.S. public equity portfolio value of $333.3M across 3 disclosed positions in Q4 2024.
During Q4 2024, Gimbel Daniel Scott's top holdings by market value included CRC (75.7%)、TLN (23.7%)、TCBI (0.6%). The largest single position, CRC, represented 75.7% of total portfolio value.
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Top Position Liquidated / Trimmed
TLN
前期市值: $90.5M
In Q4 2024, Gimbel Daniel Scott made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 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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