Gimbel Daniel Scott CRC — CALIFORNIA RES CORP

Ownership history in Gimbel Daniel Scott  ·  20 quarters on record

AI Ownership Summary

Gimbel Daniel Scott reported CALIFORNIA RES CORP (CRC) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 99.42% in 2024 Q1. The latest visible filing shows CRC at 98.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gimbel Daniel Scott's position in CALIFORNIA RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRC was reported at 98.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
99.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRC stock page Gimbel Daniel Scott fund profile Gimbel Daniel Scott full holdings
How Gimbel Daniel Scott held CRC — position size vs. price
% of Fund (quarterly)    CRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 6,241,865 — 0% 98.96% $279.1M 2026-02-14 (Est.) $56.55
2025 Q3 REDUCED — — — 6,241,865 -6,000 -0.1% 99.18% $331.9M 2025-11-14 $48.10
2025 Q2 UNCHANGED — — — 6,247,865 — 0% 65.83% $285.3M 2025-08-14 $47.88
2025 Q1 ADDED — — — 6,247,865 +1,000 +0.0% 72.77% $274.7M 2025-05-15 $41.80
2024 Q4 UNCHANGED — — — 6,246,865 — 0% 75.74% $324.1M 2025-02-14 $46.27
2024 Q3 UNCHANGED — — — 6,246,865 — 0% 77.94% $327.8M 2024-11-14 $55.67
2024 Q2 UNCHANGED — — — 6,246,865 — 0% 99.41% $332.5M 2024-08-14 $46.33
2024 Q1 UNCHANGED — — — 6,246,865 — 0% 99.42% $344.2M 2024-05-15 $45.70
2023 Q4 UNCHANGED — — — 6,246,865 — 0% 99.39% $341.6M 2024-02-09 $48.83
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRC

As of 2026 Q1 — sorted by position size

Jackson Creek Investment Advisors LLC 3Y 0.74% SAGE RHINO CAPITAL LLC 3Y 7Y 0.44% Beverly Hills Private Wealth, LLC 3Y 0.34% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.27% Phocas Financial Corp. 3Y 7Y 0.27% Mraz, Amerine & Associates, Inc. 3Y 7Y 0.23% HARBOR CAPITAL ADVISORS, INC. 3Y 0.17% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.13% DAVENPORT & Co LLC 3Y 7Y 0.11% Brucke Financial, Inc. 0.11%

FAQ About Gimbel Daniel Scott and CRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gimbel Daniel Scott reported owning CRC?

Gimbel Daniel Scott reported CRC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CRC position in Gimbel Daniel Scott's portfolio?

The largest reported portfolio weight for CRC was 99.42% in 2024 Q1.

What is the latest reported CRC position on this page?

The most recent filing on this page is 2025 Q4, when Gimbel Daniel Scott reported 6,241,865 shares, equal to 98.96% of portfolio, with an estimated market value of $279.1M.

What does the chart on this CRC ownership page compare?

The chart compares Gimbel Daniel Scott's quarterly CRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gimbel Daniel Scott time their CRC position?

Based on 13F filing dates vs. subsequent CRC price moves, Gimbel Daniel Scott correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on CRC relative to SPY over the holding period was +2.5%.

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