Gimbel Daniel Scott
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Gimbel Daniel Scott right now?
Gimbel Daniel Scott's Q1 2026 13F-HR discloses $435M across two positions, with California Resources Corp (CRC) absorbing 99.3% of reported assets at 6,240,865 shares. Texas Capital Bancshares accounts for the remaining 0.7% (32,500 shares). The portfolio's effective single-stock concentration leaves performance almost entirely correlated to CRC's price movements.
Quarterly returns reflect that dependency directly: Q1 2026 showed +101.3% against SPY's +17.6% (+83.7% alpha), while Q2 and Q4 2025 produced negative alpha of -9.0% and -6.3% respectively. The Q3 2025 quarter recorded +16.4% alpha. Volatility across periods is pronounced, consistent with a two-position structure offering no distributional diversification across sectors or geographies. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Gimbel Daniel Scott
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 14:56 UTC.