Greenfield Seitz Capital Management, LLC — 13F holdings

Greenfield Seitz Capital Management, LLC reported 107 holdings worth $336M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. CVE CENOVUS ENERGY INC — $34.2M (10.2%)
2. NVDA NVIDIA CORPORATION — $15.0M (4.5%)
3. AR ANTERO RESOURCES CORP — $12.8M (3.8%)
4. HIMS HIMS & HERS HEALTH INC — $12.8M (3.8%)
5. ETN Eaton Corp PLC — $11.9M (3.5%)
6. B BARRICK MNG CORP — $10.2M (3.1%)
7. SU SUNCOR ENERGY INC NEW — $10.2M (3.0%)
8. RMD RESMED INC — $9.53M (2.8%)
9. MCHP MICROCHIP TECHNOLOGY INC. — $8.31M (2.5%)
10. CFR CULLEN FROST BANKERS INC — $8.27M (2.5%)