Greenfield Seitz Capital Management, LLC
Top Portfolio Positions
106 positions ·
$315,617,438 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 3.49% | |
| 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% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SJT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,411 | 53,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $298,422 | 53,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $320,724 | 53,100 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $297,804 | 49,800 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $473,644 | 85,650 | Shares | Sole | 2025-11-24 | |
| 2024-12-31 | $366,914 | 95,800 | Shares | Sole | 2025-11-24 | |
| 2024-09-30 | $380,360 | 102,800 | Shares | Sole | 2025-11-24 | |
| 2024-06-30 | $417,368 | 102,800 | Shares | Sole | 2025-11-24 | |
| 2024-03-31 | $383,525 | 72,500 | Shares | Sole | 2025-11-24 | |
| 2023-12-31 | $370,840 | 73,000 | Shares | Sole | 2025-11-24 | |
| No 13F history on record for this holder in this stock. | ||||||