Greenfield Seitz Capital Management
Greenfield Seitz Capital Management reported 112 stocks worth $346M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CVE (12.2%), NVDA (4.8%) and SU (3.9%). Compared with Q2 2026, the fund opened new positions in DINO, LNG and SPCX, added to SU, AR and B, trimmed CVE, NVDA and ETN and sold out of XOM, OKE and LULU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CVE Cenovus Energy Inc | $42M | 12.2% | 1.4M | −27K (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $16.5M | 4.8% | 72K | −2,502 (−3%) | 8 of 8 | |
| 3 |  SU Suncor Energy Inc New | $13.3M | 3.9% | 197K | +6,859 (+4%) | 8 of 8 | |
| 4 |  AR Antero Resources Corp | $12.6M | 3.7% | 379K | +13K (+4%) | 5 of 8 | |
| 5 |  ETN Eaton Corp PLC | $11.9M | 3.5% | 28K | −90 (−0%) | 8 of 8 | |
| 6 |  B Barrick Mng Corp | $11.7M | 3.4% | 287K | +8,027 (+3%) | 5 of 8 | |
| 7 |  HIMS Hims & Hers Health Inc | $11.5M | 3.3% | 385K | +17K (+5%) | 8 of 8 | |
| 8 |  RMD Resmed Inc | $10.8M | 3.1% | 49K | −201 (−0%) | 8 of 8 | |
| 9 |  ISRG Intuitive Surgical Inc | $9M | 2.6% | 22K | +7,945 (+56%) | 8 of 8 | |
| 10 |  RJF Raymond James Finl Inc | $7.6M | 2.2% | 48K | −1,330 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.2M | 45K |
 OKE Oneok Inc New | $4.4M | 51K |
 LULU Lululemon Athletica Inc | $979K | 8,575 |
 CZR Caesars Entertainment Inc NE | $595K | 20K |
ELECTRONIC ARTS INC | $373K | 1,820 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Greenfield Seitz Capital Management 13F FAQ
What does Greenfield Seitz Capital Management own?
Greenfield Seitz Capital Management reported 112 stocks worth $346M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are CVE (12.2%), NVDA (4.8%) and SU (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Greenfield Seitz Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 35 added to, 37 trimmed and 8 sold out. New positions include DINO, LNG and SPCX. It sold all of XOM, OKE and LULU.
When will Greenfield Seitz Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Greenfield Seitz Capital Management's portfolio worth?
The Q3 2026 filing reports $346M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.