Gimbel Daniel Scott
Long book
$435.1M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
-25.2%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsGimbel Daniel Scott is a diversified fundamental manager, specialised in energy (99% of the long book), running a $435.1M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: CALIFORNIA RESOURCES CORP, TEXAS CAPITAL BANCSHARES INC.
Over the last 9 quarters its long book ran on average 0.6pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-2.8%
Q2 2024
-0.6%
Q3 2024
+2.5%
Q4 2024
-11.2%
Q1 2025
+15.7%
Q2 2025
+27.0%
Q3 2025
-15.0%
Q4 2025
+55.3%
Q1 2026
-25.2%
Sector allocation
Energy 99%
Financials 1%
Long book by quarter
What does Gimbel Daniel own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 3 | $435.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 4 | $282.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 4 | $334.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 5 | $433.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 6 | $377.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 6 | $428.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 6 | $420.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 4 | $334.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 4 | $346.2M | canonical | SEC ↗ |
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