Institutional Fund
Gimbel Daniel Scott
Ponte Vedra Beach, FLCIK 18670405 filings on record
Portfolio Value
$435.08M
Q1 2026
Holdings
2
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+54.3%
from $282.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- California Res Corp99.3%
- Texas Cap Bancshares Inc0.7%
Portfolio Holdings
2 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | California Res Corp | 6.24M | $431.99M | 99.3% | −1.0K | Reduced |
| 2 | Texas Cap Bancshares Inc | 32.5K | $3.08M | 0.7% | 0 | Held |