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Gimbel Daniel Scott

CIK:0001867040
Hedge Fund
$656M AUM
3 holdings
Ponte Vedra Beach, FL, US
Founded:2021
1 employees
Latest filing:Jun 30, 2025

Gimbel Daniel Scott is an investment firm based in Ponte Vedra Beach, Florida, managing a concentrated portfolio of U.S. equities with disclosed assets under management typically in the $400–650 million range. The firm is led by Daniel Scott Gimbel and appears to operate primarily as a hedge fund, reporting through SEC 13F filings and holding a small number of positions, focused largely on energy and financial sectors. Exact founding year and employee count are not publicly disclosed.

Investment Strategy

Gimbel Daniel Scott manages a highly concentrated portfolio, typically consisting of 3 major holdings. The fund focuses predominantly on U.S. public equities, especially in the energy and financial sectors, with substantial holdings in California Resources Corporation, Talen Energy Corporation, and Texas Capital Bancshares. The portfolio exhibits very low turnover, suggesting a long-term, conviction-driven investment strategy that embraces large allocations to a small number of companies, supported by fundamental analysis and active monitoring of core positions.

Latest 13F Filing Activity

Gimbel Daniel Scott filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $433M. The fund increased holdings in Talen Energy Corp., California Res Corp., Texas Cap Bancshares Inc.. Gimbel Daniel Scott reduced exposure to Texas Cap Bancshares Inc., California Res Corp., Talen Energy Corp..

Top Buys
T
TLNTALEN ENERGY CORP
+$45.2M
C
CRCCALIFORNIA RES CORP
+$10.6M
T
TCBITEXAS CAP BANCSHARES INC
+$152.8K
Top Sells
T
TLNTALEN ENERGY CORP
+$45.2M
C
CRCCALIFORNIA RES CORP
+$10.6M
T
TCBITEXAS CAP BANCSHARES INC
+$152.8K

Top Holdings

C
CRCCALIFORNIA RES CORP
+65.8%$285.3M
T
TLNTALEN ENERGY CORP
+33.6%$145.6M
T
TCBITEXAS CAP BANCSHARES INC
+0.6%$2.6M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CALIFORNIA RES CORP65.83%$285.3M6,247,865$40.95$45.67+$10.6M
TALEN ENERGY CORP33.58%$145.6M500,607$178.24$290.77+$45.2M
TEXAS CAP BANCSHARES INC0.60%$2.6M32,500$59.50$79.40+$152.8K

Industry Allocation

CRUDE PETROLEUM & NATURAL GAS
+99.2%
STATE COMMERCIAL BANKS
+0.8%