Gimbel Daniel Scott

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Gimbel Daniel Scott reported 3 stock positions worth $433.5 million. Its top holding was California Resources (CRC) at 65.8% of the portfolio, followed by Talen Energy (TLN, 33.6%) and Texas Capital Bancshares (TCBI, 0.6%). Compared with Q1 2025, it reduced 1. The biggest sale was Talen Energy (TLN, shares −0%).

Most Recent 13F
Q2 2026
Location
Ponte Vedra Beach, FL
CIK
0001867040
Portfolio Value
$433.5M (Q2 2025)
SEC Filing
0000921895-25-002293 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $346.2M Q1 2024 Q2 2024: $334.4M Q2 2024 Q3 2024: $420.6M Q3 2024 Q4 2024: $428.0M Q4 2024 Q1 2025: $377.5M Q1 2025 Q2 2025: $433.5M $433.5M Q2 2025 Q3 2025: $334.7M Q3 2025 Q4 2025: $282.0M Q4 2025 Q1 2026: $435.1M Q1 2026 Q2 2026: $333.3M Q2 2026

Holdings 3 stocks · $433.5M
CRC California Resources Corp. 65.83% 6,247,865 $285.3M No change
TLN Talen Energy Corp. 33.58% 500,607 $145.6M Reduce -0.4%
TCBI Texas Capital Bancshares Inc. 0.60% 32,500 $2.6M No change

Portfolio Sells Q1 2025 → Q2 2025
TLN Talen Energy Corp. Reduce -0.4% 33.58% +7.00

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$333.3MCRC, TCBI
Q1 2026 2$435.1MCRC, TCBI
Q4 2025 2$282.0MCRC, TCBI
Q3 2025 2$334.7MCRC, TCBI
Q2 2025 3$433.5MCRC, TLN, TCBI
Q1 2025 3$377.5MCRC, TLN, TCBI
Q4 2024 3$428.0MCRC, TLN, TCBI
Q3 2024 3$420.6MCRC, TLN, TCBI
Q2 2024 2$334.4MCRC, TCBI
Q1 2024 2$346.2MCRC, TCBI