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Gimbel Daniel Scott

Q3 2025 · Filed 2025-11-14
Market Value
$335M
-22.8%
Holdings
3
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRC 99.18% 65.83% +33.35% $332M
TCBI 0.82% 0.60% +0.23% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLN 0.00% 33.58% -33.58% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 2 $335M 100.0%

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 99.18% 6,241,865 $332M $53.18 $47M -6,000 -0.1%
2 TCBI 0.82% 32,500 $3M $84.53 $167K
3 TLN —% -$146M -500,607 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
TLN —%
View SEC EDGAR Filings for Gimbel Daniel Scott →

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