StockDriftsStockDriftsTop 50 Greenfield Seitz Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVE | CENOVUS ENERGY INC | 10.44% | 1.30M | $34.6M | -1.35%(-17.83K) | $18.27(+62.43%) | 2026-03-31 | |
| AR | ANTERO RESOURCES CORP | 4.69% | 366.5K | $15.6M | +142.59%(+215.44K) | $36.45(+0.79%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.97% | 75.6K | $13.2M | -2.51%(-1.95K) | $49.84(+353.13%) | 2026-03-31 | |
| SU | SUNCOR ENERGY INC NEW | 3.77% | 189.1K | $12.5M | -6.28%(-12.67K) | $33.24(+98.77%) | 2026-03-31 | |
| B | BARRICK MNG CORP | 3.49% | 283.9K | $11.6M | +4.13%(+11.27K) | $27.41(+63.73%) | 2026-03-31 | |
| RMD | RESMED INC | 3.33% | 49.1K | $11.0M | +0.48%(+235) | $160.29(+26.25%) | 2026-03-31 | |
| HIMS | HIMS & HERS HEALTH INC | 3.28% | 524.0K | $10.9M | +132.18%(+298.34K) | $25.43(-5.09%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 3.05% | 28.2K | $10.1M | -1.34%(-384) | $228.82(+77.84%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.26% | 44.1K | $7.5M | -8.92%(-4.32K) | $109.87(+37.96%) | 2026-03-31 | |
| CFR | CULLEN FROST BANKERS INC | 2.2% | 53.3K | $7.3M | -0.70%(-378) | $106.34(+26.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.12% | +37.21% |
| Top 20 Holdings Unweighted | +9.05% | +29.67% |
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