AI Portfolio Summary
In 2026 Q1, Gimbel Daniel Scott maintained a portfolio of 2 distinct positions. The fund also reduced its exposure to CALIFORNIA RES CORP by 0.0%.
Total Positions
2
Quarter
2026 Q1
Top Holding
CRC (99.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CRC
CALIFORNIA RES ...
|
Energy | 99.29% | 98.96% |
#1
Prev: #1
|
6.5 | -1,000 | -0.0% |
P
S
|
6,240,865 | $431,992,676 |
$22.09
+206.6%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TCBI
TEXAS CAP BANCS...
|
Financial Services | 0.71% | 1.04% |
#2
Prev: #2
|
2.8 | no change | no change |
P
S
|
32,500 | $3,083,600 |
$70.92
+35.3%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-2 of 2 holdings