Greenfield Seitz Capital Management, LLC holds a diversified book of 107 stocks worth $335.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened United States 12 Month Oil and trimmed Nvidia Corp. Their largest long position is Cenovus Energy Inc at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Greenfield Seitz Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $287.4B |
| MORGAN STANLEY | 80 / 80 | $274.4B |
| LPL Financial LLC | 80 / 80 | $26.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $7.0B |
| CWM, LLC | 80 / 80 | $3.0B |
| Integrated Wealth Concepts LLC | 80 / 80 | $1.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $176.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $96.3B |
Ranked by how many of Greenfield Seitz Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cenovus Energy Inc COM | $34.2M | 1.38M | 10.2% | ▲+5.6% Added · +74K sh | |
| 2 | Nvidia Corporation COM | $15.0M | 74.9K | 4.5% | ▼−0.9% Reduced · −675 sh | |
| 3 | Antero Resources Corp COM | $12.8M | 365.6K | 3.8% | ▼−0.3% Reduced · −941 sh | |
| 4 | Hims & Hers Health Inc COM CL A | $12.8M | 368.3K | 3.8% | ▼−30% Reduced · −156K sh | |
| 5 | Eaton Corp PLC SHS | $11.9M | 27.9K | 3.5% | ▼−1.3% Reduced · −378 sh | |
| 6 | Barrick MNG Corp COM SHS | $10.2M | 278.9K | 3.1% | ▼−1.8% Reduced · −5K sh | |
| 7 | Suncor Energy Inc New COM | $10.2M | 189.7K | 3.0% | ▲+0.3% Added · +579 sh | |
| 8 | Resmed Inc COM | $9.5M | 48.9K | 2.8% | ▼−0.4% Reduced · −199 sh | |
| 9 | Microchip Technology Inc. COM | $8.3M | 91.1K | 2.5% | ▼−3.5% Reduced · −3K sh | |
| 10 | Cullen Frost Bankers Inc COM | $8.3M | 53.5K | 2.5% | ▲+0.3% Added · +180 sh | |
| 11 | Raymond James Finl Inc COM | $7.5M | 49.2K | 2.2% | ▼−1.4% Reduced · −701 sh | |
| 12 | SPDR Series Trust ST STR BLO 1 ETF | $7.2M | 78.8K | 2.2% | ▲+27% Added · +17K sh | |
| 13 | Cummins Inc COM | $6.9M | 9.7K | 2.1% | ▼−0.6% Reduced · −57 sh | |
| 14 | Expeditors Intl Wash Inc COM | $6.8M | 41.5K | 2.0% | ▼−4.4% Reduced · −2K sh | |
| 15 | Paychex Inc COM | $6.5M | 65.6K | 1.9% | ▼−3.0% Reduced · −2K sh | |
| 16 | Eog Res Inc COM | $6.4M | 49.6K | 1.9% | ▲+1.3% Added · +617 sh | |
| 17 | Exxon Mobil Corp COM | $6.2M | 45.1K | 1.8% | ▲+2.2% Added · +963 sh | |
| 18 | Uber Technologies Inc COM | $6.1M | 84.8K | 1.8% | ▲+0.5% Added · +410 sh | |
| 19 | Novo-Nordisk A S ADR | $5.9M | 122.8K | 1.8% | ▲+2.0% Added · +2K sh | |
| 20 | Fastenal Co COM | $5.8M | 121.1K | 1.7% | ▼−0.9% Reduced · −1K sh | |
| 21 | Intuitive Surgical Inc COM NEW | $5.6M | 14.2K | 1.7% | ▲+2.2% Added · +307 sh | |
| 22 | ASML Hldg NV N Y REGISTRY SHS | $5.6M | 2.8K | 1.7% | ▲+24% Added · +551 sh | |
| 23 | Sprott FDS TR URANI MINER ETF | $5.6M | 105.9K | 1.7% | ▼−2.4% Reduced · −3K sh | |
| 24 | Carlisle Cos Inc COM | $5.4M | 14.8K | 1.6% | ▲+0.9% Added · +135 sh | |
| 25 | Novartis AG SPONSORED ADR | $5.3M | 33.6K | 1.6% | ▼−2.7% Reduced · −926 sh | |
| 26 | Apa Corporation COM | $5.0M | 152.4K | 1.5% | ▲+14% Added · +19K sh | |
| 27 | Kinder Morgan Inc Del COM | $5.0M | 154.9K | 1.5% | ▼−2.1% Reduced · −3K sh | |
| 28 | Texas Instrs Inc COM | $4.9M | 16.5K | 1.5% | ▼−2.0% Reduced · −336 sh | |
| 29 | Sprott Asset Management LP PHYSICAL GOLD TR | $4.5M | 150.7K | 1.4% | ▼−2.0% Reduced · −3K sh | |
| 30 | Oneok Inc New COM | $4.4M | 51.2K | 1.3% | ▼−2.3% Reduced · −1K sh | |
| 31 | Church & Dwight Co Inc COM | $4.0M | 40.9K | 1.2% | ▼−0.9% Reduced · −385 sh | |
| 32 | Arista Networks Inc COM SHS | $3.9M | 23.0K | 1.2% | ▲+0.2% Added · +41 sh | |
| 33 | Linde PLC SHS | $3.6M | 7.0K | 1.1% | ▼−2.8% Reduced · −202 sh | |
| 34 | Adobe Inc COM | $3.3M | 16.2K | 1.0% | ▲+1.3% Added · +214 sh | |
| 35 | Alphabet Inc CAP STK CL C | $3.1M | 8.7K | 0.9% | ▼−9.6% Reduced · −924 sh | |
| 36 | HDFC Bank Ltd SPONSORED ADS | $2.7M | 105.1K | 0.8% | ▼−0.9% Reduced · −1K sh | |
| 37 | Ross Stores Inc COM | $2.7M | 12.6K | 0.8% | ▼−1.4% Reduced · −185 sh | |
| 38 | Newmont Corp COM | $2.6M | 28.0K | 0.8% | ▼−1.5% Reduced · −436 sh | |
| 39 | Idexx Labs Inc COM | $2.6M | 4.9K | 0.8% | ▲+4.6% Added · +213 sh | |
| 40 | Cognex Corp COM | $2.5M | 35.1K | 0.8% | ▼−4.8% Reduced · −2K sh | |
| 41 | Sprott Inc COM NEW | $2.3M | 20.7K | 0.7% | ▲+0.2% Added · +46 sh | |
| 42 | Southwest Airls Co COM | $2.1M | 40.3K | 0.6% | ▼−12% Reduced · −6K sh | |
| 43 | Zoetis Inc CL A | $2.0M | 27.8K | 0.6% | ▲+8.4% Added · +2K sh | |
| 44 | Toronto Dominion BK Ont COM NEW | $1.9M | 16.0K | 0.6% | ▲+1.1% Added · +179 sh | |
| 45 | Regeneron Pharmaceuticals COM | $1.9M | 3.1K | 0.6% | ▲+2.0% Added · +60 sh | |
| 46 | Micron Technology Inc COM | $1.9M | 1.7K | 0.6% | —Held | |
| 47 | Nordson Corp COM | $1.8M | 6.1K | 0.5% | ▼−2.0% Reduced · −125 sh | |
| 48 | Sabine Rty TR UNIT BEN INT | $1.7M | 23.1K | 0.5% | —Held | |
| 49 | Toyota Motor Corp ADS | $1.7M | 10.0K | 0.5% | ▼−15% Reduced · −2K sh | |
| 50 | Ulta Beauty Inc COM | $1.6M | 3.6K | 0.5% | ▲+3.0% Added · +103 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2097528/holdings"
Use Arkolith to show Greenfield Seitz Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 107 | $335.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 111 | $331.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 108 | $304.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 24, 2025 | 108 | $310.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 24, 2025 | 111 | $282.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 24, 2025 | 110 | $262.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Nov 24, 2025 | 102 | $262.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 24, 2025 | 98 | $273.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.