§ 13F · FUND PROFILE
Greenfield Seitz Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $310M (13F)Positions · 108Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVE | CENOVUS ENERGY INC | 1.30M | $35M | 10.4% | −1% |
| 2 | AR | ANTERO RESOURCES CORP | 367K | $16M | 4.7% | +143% |
| 3 | NVDA | NVIDIA CORPORATION | 76K | $13M | 4.0% | −3% |
| 4 | SU | SUNCOR ENERGY INC NEW | 189K | $13M | 3.8% | −6% |
| 5 | B | BARRICK MNG CORP | 284K | $12M | 3.5% | +4% |
| 6 | RMD | RESMED INC | 49K | $11M | 3.3% | ±0% |
| 7 | HIMS | HIMS & HERS HEALTH INC | 524K | $11M | 3.3% | +132% |
| 8 | ETN | EATON CORP PLC | 28K | $10M | 3.0% | −1% |
| 9 | XOM | EXXON MOBIL CORP | 44K | $7M | 2.3% | −9% |
| 10 | CFR | CULLEN FROST BANKERS INC | 53K | $7M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENFIELD SIGNAL
AC read
Greenfield Seitz Capital Management, LLC is a Other fund managing $310 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed