§ 13F · FUND PROFILE
Greenfield Seitz Capital Management, LLC.
AUM · $336M (13F)Positions · 107Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVE | CENOVUS ENERGY INC | 1.38M | $34M | 10.2% | +6% |
| 2 | NVDA | NVIDIA CORPORATION | 75K | $15M | 4.5% | −1% |
| 3 | AR | ANTERO RESOURCES CORP | 366K | $13M | 3.8% | ±0% |
| 4 | HIMS | HIMS & HERS HEALTH INC | 368K | $13M | 3.8% | −30% |
| 5 | ETN | EATON CORP PLC | 28K | $12M | 3.5% | −1% |
| 6 | B | BARRICK MNG CORP | 279K | $10M | 3.1% | −2% |
| 7 | SU | SUNCOR ENERGY INC NEW | 190K | $10M | 3.0% | ±0% |
| 8 | RMD | RESMED INC | 49K | $10M | 2.8% | ±0% |
| 9 | MCHP | MICROCHIP TECHNOLOGY INC. | 91K | $8M | 2.5% | −3% |
| 10 | CFR | CULLEN FROST BANKERS INC | 53K | $8M | 2.5% | ±0% |
§ 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 $336 million in assets. The fund runs a portfolio of 107 positions.
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