Holdings
Greenfield Seitz Capital Management, LLC
As of Jun 30, 2026, Greenfield Seitz Capital Management, LLC reported 94 positions worth US$299M. Largest: Cenovus Energy Inc., Nvidia Corporation and Antero Resources Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cenovus Energy Inc. | 1.38M | US$34.2M | +73,542 | Jun 30, 2026 |
| Nvidia Corporation | 74,886 | US$15M | −675 | Jun 30, 2026 |
| Antero Resources Corporation | 366K | US$12.8M | −941 | Jun 30, 2026 |
| Hims & Hers Health, Inc. | 368K | US$12.8M | −156K | Jun 30, 2026 |
| Barrick Mining Corporation | 279K | US$10.2M | −5,051 | Jun 30, 2026 |
| Suncor Energy Inc. | 190K | US$10.2M | +579 | Jun 30, 2026 |
| Resmed Inc. | 48,912 | US$9.53M | −199 | Jun 30, 2026 |
| Microchip Technology Incorporated | 91,137 | US$8.31M | −3,300 | Jun 30, 2026 |
| Cullen/frost Bankers, Inc. | 53,491 | US$8.27M | +180 | Jun 30, 2026 |
| Raymond James Financial, Inc. | 49,210 | US$7.48M | −701 | Jun 30, 2026 |