Greenfield Seitz Capital Management, LLC

CIK 0002097528 • 11 13F filings • Nov 24, 2025 – Aug 12, 2026

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Filer information

Filed by: Greenfield Seitz Capital Management, LLC, Owner
Address: 1722 ROUTH ST., SUITE 760, DALLAS, TX, 75201
Phone: 214-367-6170
AUM: $304.8M

AUM over time

$335.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q3 2025

Q3 2024

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $304.8M108 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$306K	0.1%	2,440 SH	New
ABBVIE INC	COM	$888K	0.3%	3,888 SH	New
ADOBE INC	COM	$4.6M	1.5%Prev: 0.7%	13,228 SH	Increased+9,118 SH
AFLAC INC	COM	$662K	0.2%Prev: 0.2%	6,000 SH	Increased
ALASKA AIR GROUP INC	COM	$964K	0.3%Prev: 0.5%	19,172 SH	Decreased-1,109 SH
ALCON AG	ORD SHS	$880K	0.3%Prev: 0.5%	11,162 SH	Decreased-2,890 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.9%	9,186 SH	New
ANTERO RESOURCES CORP	COM	$5.2M	1.7%	151,095 SH	New
APA CORPORATION	COM	$4.7M	1.6%Prev: 1.1%	193,504 SH	Increased+65,379 SH
APPLE INC	COM	$1.4M	0.5%Prev: 0.5%	5,292 SH	Increased+184 SH
ARISTA NETWORKS INC	COM SHS	$3.0M	1.0%	23,066 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$2.5M	0.8%	2,320 SH	New
AUTOMATIC DATA PROCESSING	COM	$1.7M	0.5%	6,500 SH	New
BANK OZK LITTLE ROCK ARK	COM	$1.4M	0.5%Prev: 1.2%	31,219 SH	Decreased-37,681 SH
BARRICK MNG CORP	COM SHS	$11.9M	3.9%	272,669 SH	New
BAXTER INTL INC	COM	$248K	0.1%Prev: 0.1%	12,996 SH	Decreased+1,311 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$250K	0.1%	498 SH	New
BROWN & BROWN INC	COM	$845K	0.3%Prev: 0.4%	10,600 SH	Decreased
CARLISLE COS INC	COM	$4.8M	1.6%Prev: 2.1%	15,037 SH	Decreased+238 SH
CENOVUS ENERGY INC	COM	$22.4M	7.3%Prev: 6.8%	1,322,329 SH	Increased+135,454 SH
CHEVRON CORP NEW	COM	$900K	0.3%Prev: 0.2%	5,902 SH	Increased+1,456 SH
CHURCH & DWIGHT CO INC	COM	$3.5M	1.1%Prev: 1.7%	41,759 SH	Decreased-659 SH
COGNEX CORP	COM	$1.5M	0.5%Prev: 0.8%	41,248 SH	Decreased-14,422 SH
CONOCOPHILLIPS	COM	$758K	0.2%Prev: 0.3%	8,095 SH	Decreased-275 SH
CULLEN FROST BANKERS INC	COM	$6.8M	2.2%Prev: 2.7%	53,689 SH	Decreased+1,569 SH
CUMMINS INC	COM	$5.0M	1.7%Prev: 1.3%	9,852 SH	Increased+234 SH
DELTA AIR LINES INC DEL	COM NEW	$208K	0.1%	3,000 SH	New
DEXCOM INC	COM	$1.6M	0.5%Prev: 1.7%	23,864 SH	Decreased-34,973 SH
DISNEY WALT CO	COM	$1.1M	0.3%Prev: 0.4%	9,358 SH	Increased+797 SH
DR REDDYS LABS LTD	ADR	$607K	0.2%Prev: 0.3%	43,250 SH	Decreased-10,000 SH
EATON CORP PLC	SHS	$9.1M	3.0%Prev: 3.6%	28,615 SH	Decreased+60 SH
ELECTRONIC ARTS INC	COM	$372K	0.1%Prev: 0.1%	1,820 SH	Increased
EOG RES INC	COM	$5.3M	1.7%Prev: 2.4%	50,107 SH	Decreased-1,391 SH
EXPEDITORS INTL WASH INC	COM	$6.7M	2.2%Prev: 1.9%	44,879 SH	Increased-866 SH
EXTRA SPACE STORAGE INC	COM	$253K	0.1%Prev: 0.1%	1,942 SH	Decreased
EXXON MOBIL CORP	COM	$5.8M	1.9%Prev: 2.0%	48,422 SH	Increased-38 SH
FASTENAL CO	COM	$5.1M	1.7%Prev: 1.8%	126,027 SH	Increased+61,355 SH
FIRST HORIZON CORPORATION	COM	$1.4M	0.5%Prev: 0.4%	57,941 SH	Increased+8,715 SH
GENTEX CORP	COM	$1.4M	0.5%Prev: 0.7%	59,468 SH	Decreased-3,676 SH
HDFC BANK LTD	SPONSORED ADS	$3.9M	1.3%Prev: 1.4%	107,557 SH	Increased+48,899 SH
HIMS & HERS HEALTH INC	COM CL A	$7.3M	2.4%Prev: 3.9%	225,702 SH	Decreased-194,218 SH
HOME DEPOT INC	COM	$431K	0.1%Prev: 0.2%	1,253 SH	Decreased
IDACORP INC	COM	$289K	0.1%Prev: 0.1%	2,282 SH	Increased
IDEXX LABS INC	COM	$3.2M	1.1%Prev: 0.7%	4,766 SH	Increased+118 SH
INTUITIVE SURGICAL INC	COM NEW	$7.8M	2.6%Prev: 2.7%	13,824 SH	Increased+379 SH
JOHNSON & JOHNSON	COM	$460K	0.2%Prev: 0.1%	2,223 SH	Increased-77 SH
JPMORGAN CHASE & CO.	COM	$671K	0.2%Prev: 0.2%	2,081 SH	Increased-150 SH
KBR INC	COM	$366K	0.1%Prev: 0.1%	9,110 SH	Increased+3,450 SH
KINDER MORGAN INC DEL	COM	$4.6M	1.5%Prev: 1.9%	168,978 SH	Decreased-15,276 SH
LINDE PLC	SHS	$3.3M	1.1%Prev: 1.2%	7,628 SH	Increased+360 SH
LULULEMON ATHLETICA INC	COM	$1.3M	0.4%Prev: 0.3%	6,415 SH	Increased+4,297 SH
MICROCHIP TECHNOLOGY INC.	COM	$6.1M	2.0%Prev: 2.2%	95,214 SH	Increased-3,551 SH
MICRON TECHNOLOGY INC	COM	$470K	0.2%	1,647 SH	New
MICROSOFT CORP	COM	$345K	0.1%Prev: 0.1%	714 SH	Increased-8 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$281K	0.1%Prev: 0.2%	26,939 SH	Decreased-4,155 SH
NEWMONT CORP	COM	$3.4M	1.1%Prev: 0.9%	33,809 SH	Increased-26,341 SH
NEXGEN ENERGY LTD	COM	$137K	0.0%Prev: 0.1%	14,850 SH	Decreased-19,150 SH
NORDSON CORP	COM	$1.5M	0.5%Prev: 0.5%	6,334 SH	Increased-320 SH
NOVARTIS AG	SPONSORED ADR	$4.8M	1.6%Prev: 1.6%	34,875 SH	Increased-9,379 SH
NOVO-NORDISK A S	ADR	$5.1M	1.7%Prev: 2.5%	100,378 SH	Decreased+24,828 SH
NVIDIA CORPORATION	COM	$14.5M	4.7%Prev: 4.1%	77,510 SH	Increased-3,171 SH
ONEOK INC NEW	COM	$3.9M	1.3%	52,636 SH	New
OVINTIV INC	COM	$646K	0.2%Prev: 0.2%	16,475 SH	Increased+1,870 SH
PAYCHEX INC	COM	$5.1M	1.7%Prev: 2.4%	45,034 SH	Decreased-238 SH
PAYPAL HLDGS INC	COM	$215K	0.1%	3,680 SH	New
PEPSICO INC	COM	$385K	0.1%Prev: 0.2%	2,683 SH	Decreased
PETCO HEALTH & WELLNESS CO	COM	$79K	0.0%	28,000 SH	New
PHILLIPS 66	COM	$309K	0.1%Prev: 0.1%	2,394 SH	Decreased-514 SH
RAYMOND JAMES FINL INC	COM	$8.0M	2.6%Prev: 3.0%	49,733 SH	Increased-796 SH
REGENERON PHARMACEUTICALS	COM	$2.3M	0.8%Prev: 0.7%	2,963 SH	Increased+239 SH
RESMED INC	COM	$11.8M	3.9%Prev: 4.6%	48,876 SH	Decreased-3,607 SH
ROSS STORES INC	COM	$2.3M	0.8%Prev: 0.7%	12,710 SH	Increased+176 SH
SABINE RTY TR	UNIT BEN INT	$1.6M	0.5%Prev: 0.6%	23,100 SH	Increased-70 SH
SAN JUAN BASIN RTY TR	UNIT BEN INT	$298K	0.1%Prev: 0.1%	53,100 SH	Decreased-42,700 SH
SANOFI SA	SPONSORED ADR	$374K	0.1%	7,720 SH	New
SHARKNINJA INC	COM SHS	$409K	0.1%Prev: 0.3%	3,655 SH	Decreased-5,790 SH
SLB LIMITED	COM STK	$474K	0.2%	12,359 SH	New
SMUCKER J M CO	COM NEW	$434K	0.1%Prev: 0.2%	4,440 SH	Decreased-1,132 SH
SNAP ON INC	COM	$1.0M	0.3%Prev: 0.4%	3,014 SH	Decreased-141 SH
SOUTHWEST AIRLS CO	COM	$2.0M	0.7%Prev: 0.7%	49,400 SH	Increased-8,372 SH
SPDR SERIES TRUST	STATE STREET SPD	$8.3M	2.7%	90,878 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$5.1M	1.7%	154,220 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$894K	0.3%	37,800 SH	New
SPROTT FDS TR	URANIUM MINERS E	$6.2M	2.0%Prev: 2.1%	112,502 SH	Increased-21,858 SH
SPROTT INC	COM NEW	$2.3M	0.7%Prev: 1.0%	23,285 SH	Decreased-39,322 SH
STAAR SURGICAL CO	COM PAR $0.01	$6.7M	2.2%	288,086 SH	New
STANDARD LITHIUM LTD	COM	$262K	0.1%Prev: 0.0%	58,700 SH	Increased+29,700 SH
STEPAN CO	COM	$394K	0.1%Prev: 0.3%	8,318 SH	Decreased-3,842 SH
STRYKER CORPORATION	COM	$1.0M	0.3%Prev: 0.3%	2,966 SH	Increased+412 SH
SUNCOR ENERGY INC NEW	COM	$8.9M	2.9%Prev: 3.2%	201,755 SH	Increased-33,387 SH
TEXAS INSTRS INC	COM	$2.9M	1.0%Prev: 1.2%	16,931 SH	Decreased+306 SH
TEXAS PACIFIC LAND	COM	$400K	0.1%	1,392 SH	New
THERMO FISHER SCIENTIFIC	COM	$203K	0.1%	350 SH	New
TORONTO DOMINION BK ONT	COM NEW	$1.5M	0.5%Prev: 0.4%	16,442 SH	Increased-1,873 SH
TOYOTA MOTOR CORP	ADS	$2.5M	0.8%Prev: 1.2%	11,733 SH	Decreased-4,796 SH
TRACTOR SUPPLY CO	COM	$300K	0.1%	6,000 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$82K	0.0%Prev: 0.0%	19,895 SH	Increased-2,000 SH
TYLER TECHNOLOGIES INC	COM	$1.1M	0.4%Prev: 0.5%	2,523 SH	Decreased+107 SH
UBER TECHNOLOGIES INC	COM	$5.6M	1.9%	69,025 SH	New
ULTA BEAUTY INC	COM	$2.1M	0.7%Prev: 0.6%	3,439 SH	Increased-259 SH
UNITED RENTALS INC	COM	$445K	0.1%	550 SH	New
VANGUARD WORLD FD	INF TECH ETF	$422K	0.1%Prev: 0.1%	560 SH	Increased
VEEVA SYS INC	CL A COM	$1.7M	0.6%Prev: 0.6%	7,771 SH	Increased-323 SH
WALMART INC	COM	$501K	0.2%Prev: 0.2%	4,500 SH	Increased
WASTE MGMT INC DEL	COM	$207K	0.1%	944 SH	New
WEYERHAEUSER CO MTN BE	COM NEW	$627K	0.2%Prev: 0.4%	26,454 SH	Decreased-10,827 SH
WIPRO LTD	SPON ADR 1 SH	$30K	0.0%Prev: 0.0%	10,472 SH	Decreased-7,400 SH
ZOETIS INC	CL A	$3.2M	1.0%Prev: 1.6%	25,113 SH	Decreased-290 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $1.8M
AUTOZONE INC — $368K
BARRICK GOLD CORP — $5.4M
BCE INC — $266K
DEERE & CO — $202K
ENLINK MIDSTREAM LLC — $1.6M
GILEAD SCIENCES INC — $639K
HESS CORP — $221K
PETCO HEALTH & WELLNESS CO I — $173K
PETMED EXPRESS INC — $143K
PROCTER AND GAMBLE CO — $224K
PROSHARES TR — $387K
SANOFI — $542K
SCHWAB STRATEGIC TR — $310K
SKYWORKS SOLUTIONS INC — $2.0M
SPDR SER TR — $6.6M
SPROTT PHYSICAL GOLD TR — $5.1M
SPROTT PHYSICAL SILVER TR — $398K
TEXAS PACIFIC LAND CORPORATI — $513K
THERMO FISHER SCIENTIFIC INC — $260K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001214659-26-001559	$304.8M	View
Nov 24, 2025	Q4 2024	13F-HR	0001214659-25-017106	$262.8M	View
Nov 24, 2025	Q4 2023