Latest Gimbel Daniel Scott Stock Portfolio
Gimbel Daniel Scott Performance:
2024 Q3: -1.3%YTD: -3.96%2023: 25.52%
Performance for 2024 Q3 is -1.3%, and YTD is -3.96%, and 2023 is 25.52%.
About Gimbel Daniel Scott and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Gimbel Daniel Scott reported an equity portfolio of $420.6 Millions as of 30 Sep, 2024.
The top stock holdings of Gimbel Daniel Scott are CRC, , TCBI. The fund has invested 77.9% of it's portfolio in CALIFORNIA RES CORP and 21.5% of portfolio in TALEN ENERGY CORP.
Gimbel Daniel Scott opened new stock positions in TALEN ENERGY CORP.
The top stock holdings of Gimbel Daniel Scott are CRC, , TCBI. The fund has invested 77.9% of it's portfolio in CALIFORNIA RES CORP and 21.5% of portfolio in TALEN ENERGY CORP.
Gimbel Daniel Scott opened new stock positions in TALEN ENERGY CORP.
Gimbel Daniel Scott Annual Return Estimates Vs S&P 500
Our best estimate is that Gimbel Daniel Scott made a return of -1.3% in the last quarter. In trailing 12 months, it's portfolio return was -6.18%.
New Buys
| Ticker | $ Bought |
|---|---|
| talen energy corp | 90,475,900 |
New stocks bought by Gimbel Daniel Scott
Additions
Reductions
Sold off
Sector Distribution
Gimbel Daniel Scott has about 77.9% of it's holdings in Energy sector.
| Sector | % |
|---|---|
| Energy | 77.9 |
| Others | 21.5 |
Market Cap. Distribution
Gimbel Daniel Scott has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 78.5 |
| UNALLOCATED | 21.5 |
Stocks belong to which Index?
About 78.5% of the stocks held by Gimbel Daniel Scott either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 78.5 |
| Others | 21.5 |
Gimbel Daniel Scott Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Gimbel Daniel Scott
Gimbel Daniel Scott has 3 stocks in it's portfolio. CRC proved to be the most loss making stock for the portfolio. TCBI was the most profitable stock for Gimbel Daniel Scott last quarter.
Last Reported on: 14 Nov, 2024