Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenfield Seitz Capital Management, LLC (CIK 2097528) reported $331.6M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVE ($34.6M, 10.44%), AR ($15.6M, 4.69%), NVDA ($13.2M, 3.97%), SU ($12.5M, 3.77%), B ($11.6M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVE | CENOVUS ENERGY INC | $34.6M | 10.44% | 1.3M | Trimmed |
| 2 | AR | ANTERO RESOURCES CORP | $15.6M | 4.69% | 366,535 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $13.2M | 3.97% | 75,561 | Trimmed |
| 4 | SU | SUNCOR ENERGY INC NEW | $12.5M | 3.77% | 189,089 | Trimmed |
| 5 | B | BARRICK MNG CORP | $11.6M | 3.49% | 283,935 | Added |
| 6 | RMD | RESMED INC | $11.0M | 3.33% | 49,111 | Added |
| 7 | HIMS | HIMS & HERS HEALTH INC | $10.9M | 3.28% | 524,046 | Added |
| 8 | ETN | EATON CORP PLC | $10.1M | 3.05% | 28,231 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $7.5M | 2.26% | 44,104 | Trimmed |
| 10 | CFR | CULLEN FROST BANKERS INC | $7.3M | 2.20% | 53,311 | Trimmed |
| 11 | RJF | RAYMOND JAMES FINL INC | $7.2M | 2.18% | 49,911 | Added |
| 12 | EOG | EOG RES INC | $7.1M | 2.14% | 48,968 | Trimmed |
| 13 | URNM | SPROTT FDS TR | $6.8M | 2.07% | 108,431 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC | $6.4M | 1.92% | 13,844 | Added |
| 15 | PAYX | PAYCHEX INC | $6.2M | 1.88% | 67,636 | Added |
| 16 | EXPD | EXPEDITORS INTL WASH INC | $6.2M | 1.88% | 43,407 | Trimmed |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $6.1M | 1.84% | 94,437 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $6.1M | 1.83% | 84,366 | Added |
| 19 | APA | APA CORPORATION | $5.7M | 1.71% | 133,414 | Trimmed |
| 20 | BIL | SPDR SERIES TRUST | $5.7M | 1.71% | 61,986 | Trimmed |
| 21 | FAST | FASTENAL CO | $5.7M | 1.71% | 122,219 | Trimmed |
| 22 | PHYS | SPROTT ASSET MANAGEMENT LP | $5.4M | 1.64% | 153,741 | Trimmed |
| 23 | KMI | KINDER MORGAN INC DEL | $5.3M | 1.60% | 158,312 | Trimmed |
| 24 | NVS | NOVARTIS AG | $5.3M | 1.59% | 34,550 | Trimmed |
| 25 | CMI | CUMMINS INC | $5.2M | 1.58% | 9,733 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31