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CIK: 0001867040
Total reported value
$333.3M
$333.3M
2 檔
130.5%
The Q1 2026 SEC filing reveals that Gimbel Daniel Scott held a total portfolio value of $333.3M, covering 2 public equity positions.
In Q1 2026, 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, TCBI) accounted for 130.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRC | California Resources CORP | Stock-Energy | 99.29% | -0.30% | -0.02% | |
| 2 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.71% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRC | California Resources CORP | +0.3% | -0.02% | Trim |
| 2 | TCBI | Texas Capital Bancshares Inc | -0.3% | — | 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 Q1 2026.
During Q1 2026, Gimbel Daniel Scott's top holdings by market value included CRC (99.3%)、TCBI (0.7%). The largest single position, CRC, represented 99.3% of total portfolio value.
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Top Position Liquidated / Trimmed
CRC
前期市值: $279.1M
In Q1 2026, 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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