Greenfield Seitz Capital Management, LLC
Q3 2026 13F filing
Updated 7 days ago112 disclosed positions worth $345.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CENOVUS ENERGY INC | $42M | 1.35M | 12.15% | — |
| 2 | N NVIDIA CORPORATION | $16.5M | 72.4K | 4.78% | — |
| 3 | S SUNCOR ENERGY INC NEW | $13.3M | 196.5K | 3.86% | — |
| 4 | A ANTERO RESOURCES CORP | $12.6M | 378.6K | 3.66% | — |
| 5 | E EATON CORP PLC | $11.9M | 27.8K | 3.45% | — |
| 6 | B BARRICK MNG CORP | $11.7M | 286.9K | 3.38% | — |
| 7 | H HIMS & HERS HEALTH INC | $11.5M | 385.4K | 3.32% | — |
| 8 | R RESMED INC | $10.8M | 48.7K | 3.12% | — |
| 9 | I INTUITIVE SURGICAL INC | $9M | 22.1K | 2.60% | — |
| 10 | R RAYMOND JAMES FINL INC | $7.6M | 47.9K | 2.19% | — |
| 11 | E EXPEDITORS INTL WASH INC | $7.6M | 41.0K | 2.19% | — |
| 12 | C CULLEN FROST BANKERS INC | $7.5M | 49.4K | 2.18% | — |
| 13 | M MICROCHIP TECHNOLOGY INC. | $7.1M | 90.9K | 2.05% | — |
| 14 | E EOG RES INC | $6.9M | 50.3K | 2.01% | — |
| 15 | P PAYCHEX INC | $6.4M | 64.8K | 1.85% | — |
| 16 | U UBER TECHNOLOGIES INC | $6.3M | 92.5K | 1.83% | — |
| 17 | A APA CORPORATION | $6.1M | 147.6K | 1.77% | — |
| 18 | F FASTENAL CO | $5.9M | 120.0K | 1.72% | — |
| 19 | A ASML HLDG NV | $5.9M | 3.3K | 1.70% | — |
| 20 | P SPROTT FDS TR | $5.8M | 122.5K | 1.68% | — |
| 21 | C CUMMINS INC | $5.2M | 10.1K | 1.50% | — |
| 22 | N NOVO-NORDISK A S | $4.9M | 128.6K | 1.41% | — |
| 23 | P SPROTT ASSET MANAGEMENT LP | $4.8M | 154.0K | 1.39% | — |
| 24 | C CARLISLE COS INC | $4.8M | 14.9K | 1.39% | — |
| 25 | N NOVARTIS AG | $4.8M | 33.5K | 1.38% | — |
| 26 | A ARISTA NETWORKS INC | $4.7M | 23.2K | 1.37% | — |
| 27 | E KINDER MORGAN INC DEL | $4.7M | 156.5K | 1.37% | — |
| 28 | T TEXAS INSTRS INC | $4.6M | 16.5K | 1.33% | — |
| 29 | A ADOBE INC | $4.5M | 18.6K | 1.29% | — |
| 30 | C CHURCH & DWIGHT CO INC | $3.8M | 40.0K | 1.09% | — |
| 31 | S SPDR SERIES TRUST | $3.5M | 38.4K | 1.02% | — |
| 32 | N NEWMONT CORP | $3.3M | 28.8K | 0.96% | — |
| 33 | L LINDE PLC | $3.3M | 7.0K | 0.96% | — |
| 34 | G ALPHABET INC | $3M | 8.8K | 0.86% | — |
| 35 | R ROSS STORES INC | $2.9M | 12.6K | 0.85% | — |
| 36 | P SPROTT INC | $2.6M | 21.8K | 0.75% | — |
| 37 | I IDEXX LABS INC | $2.6M | 4.9K | 0.74% | — |
| 38 | H HDFC BANK LTD | $2.4M | 106.9K | 0.69% | — |
| 39 | R REGENERON PHARMACEUTICALS | $2.3M | 3.1K | 0.67% | — |
| 40 | V VEEVA SYS INC | $2.3M | 8.2K | 0.67% | — |
| 41 | D HF SINCLAIR CORP | $2.3M | 21.6K | 0.67% | — |
| 42 | Z ZOETIS INC | $2.1M | 30.0K | 0.61% | — |
| 43 | C COGNEX CORP | $2.1M | 34.3K | 0.60% | — |
| 44 | N NORDSON CORP | $2M | 6.1K | 0.57% | — |
| 45 | U ULTA BEAUTY INC | $2M | 3.6K | 0.56% | — |
| 46 | T TORONTO DOMINION BK ONT | $1.9M | 16.0K | 0.55% | — |
| 47 | T TOYOTA MOTOR CORP | $1.8M | 9.9K | 0.53% | — |
| 48 | A APPLE INC | $1.8M | 5.4K | 0.52% | — |
| 49 | M MICRON TECHNOLOGY INC | $1.8M | 1.7K | 0.51% | — |
| 50 | T TEXAS PACIFIC LAND CORPORATI | $1.8M | 5.4K | 0.51% | — |