Institutional Fund
Greenfield Seitz Capital Management, LLC
Dallas, TXCIK 209752810 filings on record
Portfolio Value
$331.56M
Q1 2026
Holdings
111
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+8.8%
from $304.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cenovus Energy Inc10.4%
- Antero Resources Corp4.7%
- Nvidia Corporation4.0%
- Suncor Energy Inc New3.8%
- Barrick Mng Corp3.5%
- Resmed Inc3.3%
- Other70.3%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cenovus Energy Inc | 1.30M | $34.61M | 10.4% | −17.8K | Reduced |
| 2 | Antero Resources Corp | 366.5K | $15.56M | 4.7% | +215.4K | Added |
| 3 | Nvidia Corporation | 75.6K | $13.18M | 4.0% | −1.9K | Reduced |
| 4 | Suncor Energy Inc New | 189.1K | $12.50M | 3.8% | −12.7K | Reduced |
| 5 | Barrick Mng Corp | 283.9K | $11.58M | 3.5% | +11.3K | Added |
| 6 | Resmed Inc | 49.1K | $11.02M | 3.3% | +235 | Added |
| 7 | Hims & Hers Health Inc | 524.0K | $10.88M | 3.3% | +298.3K | Added |
| 8 | Eaton Corp PLC | 28.2K | $10.10M | 3.0% | −384 | Reduced |
| 9 | Exxon Mobil Corp | 44.1K | $7.48M | 2.3% | −4.3K | Reduced |
| 10 | Cullen Frost Bankers Inc | 53.3K | $7.31M | 2.2% | −378 | Reduced |
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