Greenfield Seitz Capital Management, LLC
Q2 2026 13F filing
Updated 32 days ago107 disclosed positions worth $335.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CVE CENOVUS ENERGY INC | $34.2M | 1.38M | 10.18% | — |
| 2 | N NVDA NVIDIA CORPORATION | $15M | 74.9K | 4.46% | — |
| 3 | A AR ANTERO RESOURCES CORP | $12.8M | 365.6K | 3.83% | — |
| 4 | H HIMS HIMS & HERS HEALTH INC | $12.8M | 368.3K | 3.80% | — |
| 5 | E ETN EATON CORP PLC | $11.9M | 27.9K | 3.53% | — |
| 6 | B B BARRICK MNG CORP | $10.2M | 278.9K | 3.05% | — |
| 7 | S SU SUNCOR ENERGY INC NEW | $10.2M | 189.7K | 3.03% | — |
| 8 | R RSMDF RESMED INC | $9.5M | 48.9K | 2.84% | — |
| 9 | M MCHPP MICROCHIP TECHNOLOGY INC. | $8.3M | 91.1K | 2.48% | — |
| 10 | C CFR-PB CULLEN FROST BANKERS INC | $8.3M | 53.5K | 2.46% | — |
| 11 | R RJF RAYMOND JAMES FINL INC | $7.5M | 49.2K | 2.23% | — |
| 12 | S STT-PG SPDR SERIES TRUST | $7.2M | 78.8K | 2.15% | — |
| 13 | C CMI CUMMINS INC | $6.9M | 9.7K | 2.06% | — |
| 14 | E EXPD EXPEDITORS INTL WASH INC | $6.8M | 41.5K | 2.01% | — |
| 15 | P PAYX PAYCHEX INC | $6.5M | 65.6K | 1.92% | — |
| 16 | E EOG EOG RES INC | $6.4M | 49.6K | 1.92% | — |
| 17 | X XOM EXXON MOBIL CORP | $6.2M | 45.1K | 1.83% | — |
| 18 | U UBER UBER TECHNOLOGIES INC | $6.1M | 84.8K | 1.82% | — |
| 19 | N NONOF NOVO-NORDISK A S | $5.9M | 122.8K | 1.75% | — |
| 20 | F FAST FASTENAL CO | $5.8M | 121.1K | 1.73% | — |
| 21 | I ISRG INTUITIVE SURGICAL INC | $5.6M | 14.2K | 1.68% | — |
| 22 | A ASMLF ASML HLDG NV | $5.6M | 2.8K | 1.67% | — |
| 23 | P PHYS SPROTT FDS TR | $5.6M | 105.9K | 1.66% | — |
| 24 | C CSL CARLISLE COS INC | $5.4M | 14.8K | 1.60% | — |
| 25 | N NVSEF NOVARTIS AG | $5.3M | 33.6K | 1.57% | — |
| 26 | A APA APA CORPORATION | $5M | 152.4K | 1.48% | — |
| 27 | E EP-PC KINDER MORGAN INC DEL | $5M | 154.9K | 1.47% | — |
| 28 | T TXN TEXAS INSTRS INC | $4.9M | 16.5K | 1.47% | — |
| 29 | P PHYS SPROTT ASSET MANAGEMENT LP | $4.5M | 150.7K | 1.35% | — |
| 30 | O OKE ONEOK INC NEW | $4.4M | 51.2K | 1.33% | — |
| 31 | C CHD CHURCH & DWIGHT CO INC | $4M | 40.9K | 1.18% | — |
| 32 | A ANET ARISTA NETWORKS INC | $3.9M | 23.0K | 1.16% | — |
| 33 | L LIN LINDE PLC | $3.6M | 7.0K | 1.08% | — |
| 34 | A ADBE ADOBE INC | $3.3M | 16.2K | 0.99% | — |
| 35 | G GOOGN ALPHABET INC | $3.1M | 8.7K | 0.92% | — |
| 36 | H HDB HDFC BANK LTD | $2.7M | 105.1K | 0.81% | — |
| 37 | R ROST ROSS STORES INC | $2.7M | 12.6K | 0.80% | — |
| 38 | N NEMCL NEWMONT CORP | $2.6M | 28.0K | 0.78% | — |
| 39 | I IDXX IDEXX LABS INC | $2.6M | 4.9K | 0.76% | — |
| 40 | C CGNX COGNEX CORP | $2.5M | 35.1K | 0.76% | — |
| 41 | P PHYS SPROTT INC | $2.3M | 20.7K | 0.69% | — |
| 42 | L LUV SOUTHWEST AIRLS CO | $2.1M | 40.3K | 0.62% | — |
| 43 | Z ZTS ZOETIS INC | $2M | 27.8K | 0.60% | — |
| 44 | T TDBCP TORONTO DOMINION BK ONT | $1.9M | 16.0K | 0.58% | — |
| 45 | R REGN REGENERON PHARMACEUTICALS | $1.9M | 3.1K | 0.57% | — |
| 46 | M MU MICRON TECHNOLOGY INC | $1.9M | 1.7K | 0.57% | — |
| 47 | N NDSN NORDSON CORP | $1.8M | 6.1K | 0.54% | — |
| 48 | S SBR SABINE RTY TR | $1.7M | 23.1K | 0.50% | — |
| 49 | T TOYOF TOYOTA MOTOR CORP | $1.7M | 10.0K | 0.50% | — |
| 50 | U ULTA ULTA BEAUTY INC | $1.6M | 3.6K | 0.48% | — |