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Disclosed positions
Greenfield Seitz Capital Management, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- CENOVUS ENERGY INC
- Ticker
- CVE
- Class
- COM
- Reported value
- $34,189,172
- Reported amount
- 1,378,040
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-009955Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| CENOVUS ENERGY INC | CVE | COM | $34,189,172 | 1,378,040 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $14,983,940 | 74,886 | SH | None |
| ANTERO RESOURCES CORP | AR | COM | $12,846,973 | 365,594 | SH | None |
| HIMS & HERS HEALTH INC | HIMS | COM CL A | $12,770,313 | 368,339 | SH | None |
| EATON CORP PLC | ETN | SHS | $11,868,720 | 27,853 | SH | None |
| BARRICK MNG CORP | B | COM SHS | $10,243,409 | 278,884 | SH | None |
| SUNCOR ENERGY INC NEW | SU | COM | $10,181,378 | 189,668 | SH | None |
| RESMED INC | RMD | COM | $9,531,971 | 48,912 | SH | None |
| MICROCHIP TECHNOLOGY INC. | MCHP | COM | $8,311,694 | 91,137 | SH | None |
| CULLEN FROST BANKERS INC | CFR | COM | $8,265,429 | 53,491 | SH | None |
| RAYMOND JAMES FINL INC | RJF | COM | $7,481,396 | 49,210 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $7,220,041 | 78,787 | SH | None |
| CUMMINS INC | CMI | COM | $6,901,020 | 9,676 | SH | None |
| EXPEDITORS INTL WASH INC | EXPD | COM | $6,762,366 | 41,492 | SH | None |
| PAYCHEX INC | PAYX | COM | $6,451,038 | 65,606 | SH | None |
| EOG RES INC | EOG | COM | $6,432,662 | 49,585 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $6,161,560 | 45,067 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $6,117,436 | 84,776 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $5,886,648 | 122,792 | SH | None |
| FASTENAL CO | FAST | COM | $5,818,066 | 121,134 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $5,627,570 | 14,151 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $5,614,200 | 2,822 | SH | None |
| SPROTT FDS TR | URNM | URANI MINER ETF | $5,568,229 | 105,880 | SH | None |
| CARLISLE COS INC | CSL | COM | $5,356,729 | 14,767 | SH | None |
| NOVARTIS AG | NVS | SPONSORED ADR | $5,269,553 | 33,624 | SH | None |
| APA CORPORATION | APA | COM | $4,964,580 | 152,428 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $4,952,153 | 154,900 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $4,922,626 | 16,515 | SH | None |
| SPROTT ASSET MANAGEMENT LP | PHYS | PHYSICAL GOLD TR | $4,545,804 | 150,673 | SH | None |
| ONEOK INC NEW | OKE | COM | $4,449,155 | 51,175 | SH | None |
| CHURCH & DWIGHT CO INC | CHD | COM | $3,966,655 | 40,944 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,905,881 | 22,992 | SH | None |
| LINDE PLC | LIN | SHS | $3,625,834 | 6,987 | SH | None |
| ADOBE INC | ADBE | COM | $3,319,889 | 16,193 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,085,278 | 8,732 | SH | None |
| HDFC BANK LTD | HDB | SPONSORED ADS | $2,714,242 | 105,081 | SH | None |
| ROSS STORES INC | ROST | COM | $2,677,014 | 12,577 | SH | None |
| NEWMONT CORP | NEM | COM | $2,615,200 | 28,000 | SH | None |
| IDEXX LABS INC | IDXX | COM | $2,561,657 | 4,866 | SH | None |
| COGNEX CORP | CGNX | COM | $2,540,494 | 35,080 | SH | None |
| SPROTT INC | SII | COM NEW | $2,322,949 | 20,676 | SH | None |
| SOUTHWEST AIRLS CO | LUV | COM | $2,070,581 | 40,268 | SH | None |
| ZOETIS INC | ZTS | CL A | $1,998,714 | 27,814 | SH | None |
| TORONTO DOMINION BK ONT | TD | COM NEW | $1,947,251 | 16,036 | SH | None |
| REGENERON PHARMACEUTICALS | REGN | COM | $1,916,762 | 3,074 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,916,121 | 1,660 | SH | None |
| NORDSON CORP | NDSN | COM | $1,827,940 | 6,059 | SH | None |
| SABINE RTY TR | SBR | UNIT BEN INT | $1,690,920 | 23,100 | SH | None |
| TOYOTA MOTOR CORP | TM | ADS | $1,686,221 | 10,012 | SH | None |
| ULTA BEAUTY INC | ULTA | COM | $1,613,155 | 3,577 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.