account_balance
Investment manager · 13F filer · SEC CIK 2097528
Greenfield Seitz Capital Management, LLC
Reported value$346Mas of Sep 30, 2026
Positions112 13 new, 8 sold out
Top 10 weight42.5%CVE alone is 12%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CVECenovus Energy Inc.
12.1%
NVDANVIDIA Corp
4.8%Trimmed −3%
SUSuncor Energy Inc
3.9%Added +4%
ARAntero Resources Corp
3.7%Added +4%
ETNEaton Corp PLC
3.5%
BBarrick Mining Corp
3.4%Added +3%
HIMSHims & Hers Health, Inc.
3.3%Added +5%
RMDResmed Inc
3.1%
ISRGIntuitive Surgical Inc
2.6%Added +56%
RJFRaymond James Financial Inc
2.2%−3%
EXPDExpeditors International of Washington Inc
2.2%
CFRCullen/Frost Bankers, Inc.
2.2%−8%
CVECenovus Energy Inc.
12.1%
NVDANVIDIA Corp
4.8%
SUSuncor Energy Inc
3.9%+4%
ARAntero Resources Corp
3.7%+4%
ETNEaton Corp PLC
3.5%
BBarrick Mining Corp
3.4%
HIMSHims & Hers Health, Inc.
3.3%
RMDResmed Inc
3.1%
ISRGIntuitive Surgical Inc
2.6%
RJF2.2%EXPD2.2%CFR2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVE Cenovus Energy Inc. 12.1% HeldNVDA NVIDIA Corp 4.8% Trimmed −3%SU Suncor Energy Inc 3.9% Added +4%AR Antero Resources Corp 3.7% Added +4%ETN Eaton Corp PLC 3.5% HeldB Barrick Mining Corp 3.4% Added +3%HIMS Hims & Hers Health, Inc. 3.3% Added +5%RMD Resmed Inc 3.1% HeldISRG Intuitive Surgical Inc 2.6% Added +56%RJF Raymond James Financial Inc 2.2% Trimmed −3%EXPD Expeditors International of Washington Inc 2.2% HeldCFR Cullen/Frost Bankers, Inc. 2.2% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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