— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Gimbel Daniel Scott

Q2 2025 · Filed 2025-08-14
Market Value
$433M
+14.8%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLN 33.58% 26.58% +7.00% $146M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRC 65.83% 72.77% -6.95% $285M
TCBI 0.60% 0.64% -0.05% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $146M 33.6%
Mid Cap 2 $288M 66.4%

Portfolio Analytics

Avg Market Cap
$9.0B
Median Market Cap
$5.5B
Avg P/E
12.5
Median P/E
12.5
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRC 65.83% 6,247,865 $285M $45.67 $11M
2 TLN 33.58% 500,607 $146M $290.77 $45M -2,000 -0.4%
3 TCBI 0.60% 32,500 $3M $79.40 $153K
View SEC EDGAR Filings for Gimbel Daniel Scott →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms