Top 2 Gimbel Daniel Scott Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRC | CALIFORNIA RES CORP | 99.29% | 6.24M | $432.0M | -0.02%(-1.00K) | $35.54(+44.22%) | 2026-03-31 | |
| TCBI | TEXAS CAP BANCSHARES INC | 0.71% | 32.5K | $3.1M | +0.00%(+0) | $45.31(+129.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +32.34% | +131.80% |
| Top 20 Holdings Unweighted | +36.95% | +156.87% |
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