Gimbel Daniel Scott
CIK
1867040
Location
Ponte Vedra Beach, FL
Portfolio Value
Small
$435,076,274
Diversification
Highly concentrated
Filing Date
Global Rank
#2,525
/ 8,232
▲ 876
Top Industry
Oil & Gas E&P
99.3%
3Y Alpha vs SPY
+1.2%
Period ended 2 months ago
Filed May 15, 2026 · 30d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.5%
SPY
+76.3%
Annualised alpha
+1.2%
Max drawdown
−38.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
99.3%
+0.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,859
Highly concentrated+66
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 99.3% | $431,992,674 |
| Financial Services | 0.7% | $3,083,600 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRC | California Resources Corp | −1,000 | 6,240,865 | $431,992,674 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$435,076,274 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TCBI |
Texas Capital Bancshares Inc/Tx
Financial Services
|
Held | 32,500 | $3,083,600 | 0.71% | |
| CRC |
California Resources Corp
Energy
|
Reduced | 6,240,865 | $431,992,674 | 99.29% |