TCBI β€” TEXAS CAP BANCSHARES INC

Ownership history in Gimbel Daniel Scott  Β·  20 quarters on record

This page tracks every 13F SEC filing in which Gimbel Daniel Scott reported a position in TEXAS CAP BANCSHARES INC (TCBI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.18% (2021 Q1)
πŸ“Š Avg. % of fund
0.7%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

Gimbel Daniel Scott Γ— TCBI AI Analytics

πŸ“‰ Gimbel Daniel Scott underperformed the S&P 500 by –7.2% annually on this TCBI position. Average cost basis: $70.92. Maximum drawdown during holding period: –31.0%.

πŸ“ˆ Position Alpha vs SPY
-7.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.2% ann.
19 quarters analyzed

πŸ’° Entry Quality
$70.92
+27.7% vs current ($90.54)

Best entry: $70.92 (2021 Q1)  Β·  Worst: $70.92 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–31.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Gimbel Daniel Scott has been actively increasing its TCBI allocation β€” a bullish signal from insiders.
Currently 1.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TCBI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 32,500 β€” 0% 1.04% $2.9M $90.54
2025 Q3 UNCHANGED 32,500 β€” 0% 0.82% $2.7M $84.53
2025 Q2 UNCHANGED 32,500 β€” 0% 0.60% $2.6M $79.40
2025 Q1 UNCHANGED 32,500 β€” 0% 0.64% $2.4M $74.70
2024 Q4 UNCHANGED 32,500 β€” 0% 0.59% $2.5M $78.20
2024 Q3 UNCHANGED 32,500 β€” 0% 0.55% $2.3M $71.46
2024 Q2 UNCHANGED 32,500 β€” 0% 0.59% $2.0M $61.14
2024 Q1 UNCHANGED 32,500 β€” 0% 0.58% $2.0M $61.55
2023 Q4 UNCHANGED 32,500 β€” 0% 0.61% $2.1M $64.63
2023 Q3 UNCHANGED 32,500 β€” 0% 0.54% $1.9M $58.90
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TCBI

As of 2025 Q4 β€” sorted by position size

Highlander Partners, L.P. 3Y 5.5% Azora Capital LP 3Y 7Y 3.85% Tieton Capital Management, LLC 3Y 7Y 3.47% HEARTLAND ADVISORS INC 3Y 7Y 1.71% Phocas Financial Corp. 3Y 7Y 1.35% Penn Capital Management Company, LLC 3Y 7Y 1.32% Hodges Capital Management Inc. 3Y 7Y 0.95% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 0.92% Granahan Investment Management, LLC 3Y 7Y 0.69% Aristotle Capital Boston, LLC 3Y 7Y 0.69%
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