Greenfield Seitz Capital Management, LLC

13F filer · CIK 0002097528

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$336MU.S. long equity reported on 13F

Positions1024 new · 9 closed

Net flow last quarter-$7.05MBuys minus sells

Top 10 positions weight39.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026102 positions
CVECenovus Energy Inc.	$34.2M	10.18%	0.07%	+5.6%	Q4 2023
NVDANvidia Corp	$15M	4.46%	0.00%	-0.9%	Q4 2023
ARANTERO RESOURCES Corp	$12.8M	3.83%	0.12%	-0.3%	Q4 2023
HIMSHims & Hers Health, Inc.	$12.8M	3.80%	Not reported	-29.7%	Q2 2024
ETNEaton Corp plc	$11.9M	3.53%	0.01%	-1.3%	Q4 2023
BBarrick Mining Corp	$10.2M	3.05%	0.02%	-1.8%	Q3 2025
SUSuncor Energy Inc	$10.2M	3.03%	0.02%	+0.3%	Q4 2023
RMDResmed Inc	$9.53M	2.84%	0.03%	-0.4%	Q4 2023
MCHPMicrochip Technology Inc	$8.31M	2.48%	0.02%	-3.5%	Q4 2023
CFRCullen/Frost Bankers, Inc.	$8.27M	2.46%	0.09%	+0.3%	Q4 2023
RJFRaymond James Financial Inc	$7.48M	2.23%	0.03%	-1.4%	Q4 2023
CMICummins Inc	$6.9M	2.06%	0.01%	-0.6%	Q4 2023
EXPDExpeditors International of Washington Inc	$6.76M	2.01%	0.03%	-4.4%	Q4 2023
PAYXPaychex Inc	$6.45M	1.92%	0.02%	-3.0%	Q4 2023
EOGEog Resources Inc	$6.43M	1.92%	0.01%	+1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$6.16M	1.84%	0.00%	+2.2%	Q4 2023
UBERUber Technologies, Inc	$6.12M	1.82%	0.00%	+0.5%	Q1 2025
NVONovo Nordisk A S	$5.89M	1.75%	Not reported	+2.0%	Q4 2023
FASTFastenal Co	$5.82M	1.73%	0.01%	-0.9%	Q4 2023
ISRGIntuitive Surgical Inc	$5.63M	1.68%	0.00%	+2.2%	Q4 2023
ASMLAsml Holding NV	$5.61M	1.67%	0.00%	+24.3%	Q3 2025
CSLCarlisle Companies Inc	$5.36M	1.60%	0.04%	+0.9%	Q4 2023
NVSNovartis AG	$5.27M	1.57%	0.00%	-2.7%	Q4 2023
APAAPA Corp	$4.96M	1.48%	0.04%	+14.3%	Q4 2023
KMIKinder Morgan, Inc.	$4.95M	1.47%	0.01%	-2.2%	Q4 2023
TXNTexas Instruments Inc	$4.92M	1.47%	0.00%	-2.0%	Q4 2023
PHYSSprott Physical Gold Trust	$4.55M	1.35%	0.03%	-2.0%	Q4 2023
OKEOneok Inc	$4.45M	1.33%	0.01%	-2.3%	Q1 2025
CHDChurch & Dwight Co Inc	$3.97M	1.18%	0.02%	-0.9%	Q4 2023
ANETArista Networks, Inc.	$3.91M	1.16%	0.00%	+0.2%	Q1 2025
LINLinde PLC	$3.63M	1.08%	0.00%	-2.8%	Q4 2023
ADBEAdobe Inc.	$3.32M	0.99%	0.00%	+1.3%	Q4 2023
GOOGAlphabet Inc.	$3.09M	0.92%	Not reported	-9.6%	Q1 2025
HDBHDFC Bank Ltd	$2.71M	0.81%	0.00%	-1.0%	Q4 2023
ROSTRoss Stores, Inc.	$2.68M	0.80%	0.00%	-1.5%	Q4 2023
NEMNEWMONT Corp	$2.62M	0.78%	0.00%	-1.5%	Q4 2023
IDXXIdexx Laboratories Inc	$2.56M	0.76%	0.01%	+4.6%	Q4 2023
CGNXCognex Corp	$2.54M	0.76%	0.02%	-4.8%	Q4 2023
SIISprott Inc.	$2.32M	0.69%	0.08%	+0.2%	Q1 2024
LUVSouthwest Airlines Co	$2.07M	0.62%	0.01%	-12.4%	Q4 2023
ZTSZoetis Inc.	$2M	0.60%	0.01%	+8.4%	Q4 2023
TDToronto Dominion Bank	$1.95M	0.58%	0.00%	+1.1%	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$1.92M	0.57%	0.00%	+2.0%	Q4 2023
MUMicron Technology Inc	$1.92M	0.57%	0.00%	Not reported	Q2 2025
NDSNNordson Corp	$1.83M	0.54%	0.01%	-2.0%	Q4 2023
SBRSabine Royalty Trust	$1.69M	0.50%	Not reported	Not reported	Q4 2023
TMToyota Motor Corp/	$1.69M	0.50%	0.00%	-15.4%	Q4 2023
ULTAUlta Beauty, Inc.	$1.61M	0.48%	0.01%	+3.0%	Q4 2023
AAPLApple Inc.	$1.55M	0.46%	0.00%	+1.5%	Q4 2023
OZKBank OZK	$1.55M	0.46%	Not reported	-4.5%	Q4 2023

Q1 2026Reported Apr 24, 2026107 positions
CVECenovus Energy Inc.	$34.6M	10.44%	0.07%	-1.4%	Q4 2023
ARANTERO RESOURCES Corp	$15.6M	4.69%	0.12%	+142.6%	Q4 2023
NVDANvidia Corp	$13.2M	3.97%	0.00%	-2.5%	Q4 2023
SUSuncor Energy Inc	$12.5M	3.77%	0.02%	-6.3%	Q4 2023
BBarrick Mining Corp	$11.6M	3.49%	0.02%	+4.1%	Q3 2025
RMDResmed Inc	$11M	3.33%	0.03%	+0.5%	Q4 2023
HIMSHims & Hers Health, Inc.	$10.9M	3.28%	Not reported	+132.2%	Q2 2024
ETNEaton Corp plc	$10.1M	3.05%	0.01%	-1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$7.48M	2.26%	0.00%	-8.9%	Q4 2023
CFRCullen/Frost Bankers, Inc.	$7.31M	2.20%	0.08%	-0.7%	Q4 2023
RJFRaymond James Financial Inc	$7.23M	2.18%	0.03%	+0.4%	Q4 2023
EOGEog Resources Inc	$7.08M	2.14%	0.01%	-2.3%	Q4 2023
ISRGIntuitive Surgical Inc	$6.38M	1.92%	0.00%	+0.1%	Q4 2023
PAYXPaychex Inc	$6.23M	1.88%	0.02%	+50.2%	Q4 2023
EXPDExpeditors International of Washington Inc	$6.22M	1.88%	0.03%	-3.3%	Q4 2023
MCHPMicrochip Technology Inc	$6.1M	1.84%	0.02%	-0.8%	Q4 2023
UBERUber Technologies, Inc	$6.07M	1.83%	0.00%	+22.2%	Q1 2025
FASTFastenal Co	$5.67M	1.71%	0.01%	-3.0%	Q4 2023
APAAPA Corp	$5.66M	1.71%	0.04%	-31.1%	Q4 2023
PHYSSprott Physical Gold Trust	$5.45M	1.64%	0.03%	-0.3%	Q4 2023
KMIKinder Morgan, Inc.	$5.31M	1.60%	0.01%	-6.3%	Q4 2023
NVSNovartis AG	$5.28M	1.59%	0.00%	-0.9%	Q4 2023
CMICummins Inc	$5.24M	1.58%	0.01%	-1.2%	Q4 2023
CSLCarlisle Companies Inc	$4.88M	1.47%	0.04%	-2.7%	Q4 2023
OKEOneok Inc	$4.74M	1.43%	0.01%	-0.5%	Q1 2025
NVONovo Nordisk A S	$4.42M	1.33%	Not reported	+19.9%	Q4 2023
ADBEAdobe Inc.	$3.88M	1.17%	0.00%	+20.8%	Q4 2023
CHDChurch & Dwight Co Inc	$3.86M	1.16%	0.02%	-1.0%	Q4 2023
LINLinde PLC	$3.56M	1.07%	0.00%	-5.8%	Q4 2023
TXNTexas Instruments Inc	$3.27M	0.99%	0.00%	-0.5%	Q4 2023
NEMNEWMONT Corp	$3.08M	0.93%	0.00%	-15.9%	Q4 2023
ZTSZoetis Inc.	$3.03M	0.91%	0.01%	+2.2%	Q4 2023
ASMLAsml Holding NV	$3M	0.90%	0.00%	-2.1%	Q3 2025
SIISprott Inc.	$2.95M	0.89%	0.08%	-11.4%	Q1 2024
ANETArista Networks, Inc.	$2.82M	0.85%	0.00%	-0.5%	Q1 2025
GOOGAlphabet Inc.	$2.77M	0.84%	Not reported	+5.1%	Q1 2025
ROSTRoss Stores, Inc.	$2.76M	0.83%	0.00%	+0.4%	Q4 2023
HDBHDFC Bank Ltd	$2.64M	0.80%	0.00%	-1.4%	Q4 2023
IDXXIdexx Laboratories Inc	$2.61M	0.79%	0.01%	-2.4%	Q4 2023
TMToyota Motor Corp/	$2.44M	0.74%	0.00%	+0.8%	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$2.33M	0.70%	0.00%	+1.7%	Q4 2023
ULTAUlta Beauty, Inc.	$1.82M	0.55%	0.01%	+1.0%	Q4 2023
CGNXCognex Corp	$1.81M	0.54%	0.02%	-10.6%	Q4 2023
SBRSabine Royalty Trust	$1.74M	0.52%	Not reported	Not reported	Q4 2023
LUVSouthwest Airlines Co	$1.73M	0.52%	0.01%	-7.0%	Q4 2023
NDSNNordson Corp	$1.65M	0.50%	0.01%	-2.4%	Q4 2023
TDToronto Dominion Bank	$1.48M	0.45%	0.00%	-3.6%	Q4 2023
STAAStaar Surgical Co	$1.43M	0.43%	0.15%	-73.4%	Q4 2025
OZKBank OZK	$1.43M	0.43%	Not reported	Not reported	Q4 2023
VEEVVeeva Systems Inc	$1.39M	0.42%	0.00%	+1.6%	Q4 2023

Q4 2025Reported Feb 12, 2026105 positions
CVECenovus Energy Inc.	$22.4M	7.34%	0.07%	-1.3%	Q4 2023
NVDANvidia Corp	$14.5M	4.74%	0.00%	-1.1%	Q4 2023
BBarrick Mining Corp	$11.9M	3.90%	0.02%	-17.1%	Q3 2025
RMDResmed Inc	$11.8M	3.86%	0.03%	-1.0%	Q4 2023
ETNEaton Corp plc	$9.11M	2.99%	0.01%	-0.1%	Q4 2023
SUSuncor Energy Inc	$8.95M	2.94%	0.02%	-4.2%	Q4 2023
RJFRaymond James Financial Inc	$7.99M	2.62%	0.03%	-1.1%	Q4 2023
ISRGIntuitive Surgical Inc	$7.83M	2.57%	0.00%	-0.5%	Q4 2023
HIMSHims & Hers Health, Inc.	$7.33M	2.40%	Not reported	+24.1%	Q2 2024
CFRCullen/Frost Bankers, Inc.	$6.8M	2.23%	0.08%	-0.1%	Q4 2023
EXPDExpeditors International of Washington Inc	$6.69M	2.19%	0.03%	-0.4%	Q4 2023
STAAStaar Surgical Co	$6.65M	2.18%	0.58%	New	Q4 2025
MCHPMicrochip Technology Inc	$6.07M	1.99%	0.02%	-2.4%	Q4 2023
XOMExxonMobil Holdings Corp	$5.83M	1.91%	0.00%	-0.1%	Q4 2023
UBERUber Technologies, Inc	$5.64M	1.85%	0.00%	+11.8%	Q1 2025
EOGEog Resources Inc	$5.26M	1.73%	0.01%	-0.5%	Q4 2023
ARANTERO RESOURCES Corp	$5.21M	1.71%	0.05%	+2377.0%	Q4 2023
NVONovo Nordisk A S	$5.11M	1.68%	Not reported	+3.5%	Q4 2023
PHYSSprott Physical Gold Trust	$5.09M	1.67%	0.03%	-3.5%	Q4 2023
FASTFastenal Co	$5.06M	1.66%	0.01%	+1.2%	Q4 2023
PAYXPaychex Inc	$5.05M	1.66%	0.01%	0.0%	Q4 2023
CMICummins Inc	$5.03M	1.65%	0.01%	-1.0%	Q4 2023
CSLCarlisle Companies Inc	$4.81M	1.58%	0.04%	+1.5%	Q4 2023
NVSNovartis AG	$4.81M	1.58%	0.00%	-1.6%	Q4 2023
APAAPA Corp	$4.73M	1.55%	0.05%	-0.6%	Q4 2023
KMIKinder Morgan, Inc.	$4.65M	1.52%	0.01%	-1.1%	Q4 2023
ADBEAdobe Inc.	$4.63M	1.52%	0.00%	+9.9%	Q4 2023
HDBHDFC Bank Ltd	$3.93M	1.29%	0.00%	-3.5%	Q4 2023
OKEOneok Inc	$3.87M	1.27%	0.01%	+31.8%	Q1 2025
CHDChurch & Dwight Co Inc	$3.5M	1.15%	0.02%	-0.1%	Q4 2023
NEMNEWMONT Corp	$3.38M	1.11%	0.00%	-11.3%	Q4 2023
LINLinde PLC	$3.25M	1.07%	0.00%	+5.1%	Q4 2023
IDXXIdexx Laboratories Inc	$3.22M	1.06%	0.01%	-0.8%	Q4 2023
ZTSZoetis Inc.	$3.16M	1.04%	0.01%	-0.3%	Q4 2023
ANETArista Networks, Inc.	$3.02M	0.99%	0.00%	+3.6%	Q1 2025
TXNTexas Instruments Inc	$2.94M	0.96%	0.00%	-0.5%	Q4 2023
GOOGAlphabet Inc.	$2.88M	0.95%	Not reported	-20.7%	Q1 2025
TMToyota Motor Corp/	$2.51M	0.82%	0.00%	-25.7%	Q4 2023
ASMLAsml Holding NV	$2.48M	0.81%	0.00%	-19.4%	Q3 2025
ROSTRoss Stores, Inc.	$2.29M	0.75%	0.00%	-0.9%	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$2.29M	0.75%	0.00%	-9.1%	Q4 2023
SIISprott Inc.	$2.28M	0.75%	0.09%	-12.3%	Q1 2024
ULTAUlta Beauty, Inc.	$2.08M	0.68%	0.01%	-4.8%	Q4 2023
LUVSouthwest Airlines Co	$2.04M	0.67%	0.01%	-4.2%	Q4 2023
VEEVVeeva Systems Inc	$1.73M	0.57%	0.00%	+0.5%	Q4 2023
ADPAutomatic Data Processing Inc	$1.67M	0.55%	0.00%	Not reported	Q4 2023
SBRSabine Royalty Trust	$1.58M	0.52%	Not reported	Not reported	Q4 2023
DXCMDexcom Inc	$1.58M	0.52%	0.01%	-62.8%	Q4 2023
TDToronto Dominion Bank	$1.55M	0.51%	0.00%	-4.5%	Q4 2023
NDSNNordson Corp	$1.52M	0.50%	0.01%	Not reported	Q4 2023

Q3 2025Reported Nov 24, 2025104 positions
CVECenovus Energy Inc.	$22.8M	7.34%	0.07%	+4.4%	Q4 2023
NVDANvidia Corp	$14.6M	4.72%	0.00%	-1.1%	Q4 2023
RMDResmed Inc	$13.5M	4.35%	0.03%	-4.1%	Q4 2023
BBarrick Mining Corp	$10.8M	3.48%	0.02%	New	Q3 2025
ETNEaton Corp plc	$10.7M	3.46%	0.01%	-1.4%	Q4 2023
HIMSHims & Hers Health, Inc.	$10.3M	3.33%	Not reported	-19.2%	Q2 2024
SUSuncor Energy Inc	$8.81M	2.84%	0.02%	+0.1%	Q4 2023
RJFRaymond James Financial Inc	$8.68M	2.80%	0.03%	-1.7%	Q4 2023
CFRCullen/Frost Bankers, Inc.	$6.82M	2.20%	0.08%	+1.8%	Q4 2023
MCHPMicrochip Technology Inc	$6.27M	2.02%	0.02%	+0.1%	Q4 2023
ISRGIntuitive Surgical Inc	$6.21M	2.00%	0.00%	+2.2%	Q4 2023
FASTFastenal Co	$6.11M	1.97%	0.01%	-3.4%	Q4 2023
UBERUber Technologies, Inc	$6.05M	1.95%	0.00%	-19.0%	Q1 2025
PAYXPaychex Inc	$5.71M	1.84%	0.01%	+0.7%	Q4 2023
EOGEog Resources Inc	$5.65M	1.82%	0.01%	+0.5%	Q4 2023
EXPDExpeditors International of Washington Inc	$5.52M	1.78%	0.03%	-1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$5.47M	1.76%	0.00%	+0.7%	Q4 2023
NVONovo Nordisk A S	$5.38M	1.73%	Not reported	+15.4%	Q4 2023
CSLCarlisle Companies Inc	$4.87M	1.57%	0.04%	+0.6%	Q4 2023
KMIKinder Morgan, Inc.	$4.84M	1.56%	0.01%	-0.3%	Q4 2023
PHYSSprott Physical Gold Trust	$4.73M	1.53%	0.04%	+3.3%	Q4 2023
APAAPA Corp	$4.73M	1.52%	0.05%	-6.7%	Q4 2023
NVSNovartis AG	$4.55M	1.47%	0.00%	-18.3%	Q4 2023
DXCMDexcom Inc	$4.32M	1.39%	0.02%	+5.6%	Q4 2023
ADBEAdobe Inc.	$4.25M	1.37%	0.00%	+10.4%	Q4 2023
CMICummins Inc	$4.2M	1.35%	0.01%	+1.4%	Q4 2023
HDBHDFC Bank Ltd	$3.81M	1.23%	0.00%	-0.4%	Q4 2023
ZTSZoetis Inc.	$3.69M	1.19%	0.01%	-0.1%	Q4 2023
CHDChurch & Dwight Co Inc	$3.66M	1.18%	0.02%	-1.1%	Q4 2023
LINLinde PLC	$3.45M	1.11%	0.00%	-1.0%	Q4 2023
ANETArista Networks, Inc.	$3.24M	1.05%	0.00%	-4.5%	Q1 2025
NEMNEWMONT Corp	$3.21M	1.04%	0.00%	-22.4%	Q4 2023
TXNTexas Instruments Inc	$3.13M	1.01%	0.00%	-0.2%	Q4 2023
IDXXIdexx Laboratories Inc	$3.07M	0.99%	0.01%	-0.1%	Q4 2023
TMToyota Motor Corp/	$3.02M	0.97%	0.00%	-3.5%	Q4 2023
OKEOneok Inc	$2.91M	0.94%	0.01%	+13.4%	Q1 2025
GOOGAlphabet Inc.	$2.82M	0.91%	Not reported	-21.1%	Q1 2025
ASMLAsml Holding NV	$2.79M	0.90%	0.00%	New	Q3 2025
VEEVVeeva Systems Inc	$2.3M	0.74%	0.00%	+0.2%	Q4 2023
SIISprott Inc.	$2.21M	0.71%	0.10%	-36.8%	Q1 2024
ULTAUlta Beauty, Inc.	$1.97M	0.64%	0.01%	-2.3%	Q4 2023
ROSTRoss Stores, Inc.	$1.95M	0.63%	0.00%	-1.5%	Q4 2023
ADPAutomatic Data Processing Inc	$1.91M	0.61%	0.00%	Not reported	Q4 2023
SBRSabine Royalty Trust	$1.84M	0.59%	Not reported	Not reported	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$1.83M	0.59%	0.00%	+1.4%	Q4 2023
CGNXCognex Corp	$1.82M	0.59%	0.02%	-17.8%	Q4 2023
GNTXGentex Corp	$1.71M	0.55%	0.03%	-4.6%	Q4 2023
LUVSouthwest Airlines Co	$1.65M	0.53%	0.01%	-12.7%	Q4 2023
OZKBank OZK	$1.62M	0.52%	Not reported	-8.7%	Q4 2023
NDSNNordson Corp	$1.44M	0.46%	0.01%	Not reported	Q4 2023

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