Greenfield Seitz Capital Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 28, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm manages a portfolio of 112 distinct securities.
The portfolio is diversified across a wide range of sectors, including healthcare, technology, energy, and financial services. Major holdings include NVIDIA Corporation with 7,238,408 shares, United Rentals Inc. with 651,508 shares, and Thermo Fisher Scientific Inc. with 236,268 shares. The filing also lists significant positions in Alaska Air Group Inc. (15,881 shares) and Palantir Technologies Inc. Class A (208,374 shares).
Greenfield Seitz Capital Management is based in Dallas, Texas, and is managed by Stuart E. Greenfield.
