Greenfield Seitz Capital Management, LLC
Top Portfolio Positions
105 positions ·
$315,378,797 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CVE |
Cenovus Energy Inc.
Energy
|
1,304,498 | $34,608,331 | 10.97% |
| AR |
ANTERO RESOURCES Corp
Energy
|
366,535 | $15,555,745 | 4.93% |
| NVDA |
Nvidia Corp
Technology
|
75,561 | $13,177,838 | 4.18% |
| SU |
Suncor Energy Inc
Energy
|
189,089 | $12,500,673 | 3.96% |
| B |
Barrick Mining Corp
Basic Materials
|
283,935 | $11,581,708 | 3.67% |
| RMD |
Resmed Inc
Healthcare
|
49,111 | $11,024,437 | 3.50% |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
524,046 | $10,879,194 | 3.45% |
| ETN |
Eaton Corp plc
Industrials
|
28,231 | $10,097,381 | 3.20% |
| XOM |
Exxon Mobil Corp
Energy
|
44,104 | $7,482,684 | 2.37% |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
53,311 | $7,307,871 | 2.32% |
Holdings in CFR
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,307,871 | 53,311 | Shares | Sole | 2026-04-24 | |
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