Greenfield Seitz Capital Management, LLC: 13F holdings
CIK 20975282026Q2
| Positions | 107 |
|---|
| Reported value | $335.8m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 107 (-4 vs prior quarter) |
|---|
| Reported value | $335.8m (+1.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVE CENOVUS ENERGY INC | 1,378,040 | $34.2m | 10.2% |
| NVDA NVIDIA CORPORATION | 74,886 | $15.0m | 4.5% |
| AR ANTERO RESOURCES CORP | 365,594 | $12.8m | 3.8% |
| HIMS HIMS & HERS HEALTH INC | 368,339 | $12.8m | 3.8% |
| EATON CORP PLC | 27,853 | $11.9m | 3.5% |
| B BARRICK MNG CORP | 278,884 | $10.2m | 3.1% |
| SU SUNCOR ENERGY INC NEW | 189,668 | $10.2m | 3.0% |
| RMD RESMED INC | 48,912 | $9.5m | 2.8% |
| MCHP MICROCHIP TECHNOLOGY INC. | 91,137 | $8.3m | 2.5% |
| CFR CULLEN FROST BANKERS INC | 53,491 | $8.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097528")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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