Stuart E. Greenfield Portfolio
Invests via Greenfield Seitz Capital Management LLC | Managed by Stuart E. Greenfield, Yancey T. Seitz
Invests via Greenfield Seitz Capital Management LLC
Managed by Stuart E. Greenfield, Yancey T. Seitz
Automatically Tracked
Seasoned investor and executive focused on private markets, corporate finance and strategic advisory. Stuart E. Greenfield has held senior roles in investment management and corporate development, advising on capital raises, M&A and portfolio optimization. Market-relevant strengths include deal sourcing, portfolio construction and governance; works with institutional LPs and corporate clients.
Seasoned investor and executive focused on private markets, corporate finance and strategic advisory. Stuart E. Greenfield has held senior roles in investment management and corporate development, advising on capital raises, M&A and portfolio optimization. Market-relevant strengths include deal sourcing, portfolio construction and governance; works with institutional LPs and corporate clients.
Investment Philosophy & Strategy
Combines private markets expertise with corporate-finance rigor to favor concentrated, value-enhancing minority and control investments across mid-market companies. Prioritizes business-model durability, strong management alignment and clear pathways to operational improvement and exit. Allocation favors illiquid, multi-year positions sourced through direct relationships and strategic advisory channels; underwriting emphasizes cash-flow-centric valuation, governance levers and staged capital deployment to manage downside. Decision-making blends quantitative financial due diligence with hands-on operational plans, seeking asymmetric returns through active portfolio construction and disciplined risk controls.
Combines private markets expertise with corporate-finance rigor to favor concentrated, value-enhancing minority and control investments across mid-market companies. Prioritizes business-model durability, strong management alignment and clear pathways to operational improvement and exit. Allocation favors illiquid, multi-year positions sourced through direct relationships and strategic advisory channels; underwriting emphasizes cash-flow-centric valuation, governance levers and staged capital deployment to manage downside. Decision-making blends quantitative financial due diligence with hands-on operational plans, seeking asymmetric returns through active portfolio construction and disciplined risk controls.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
5.03%
Gain
Monthly
0.16%
Yearly
1.95%
Drawdown
24.57%
$346.28M
Equity
Holdings
$346.28M
Investment
$272.39M
$86.87M
Profit -$1.74M
Realized
$12.97M
Unrealized
$73.9M
Dividends
$14M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.74M
Win %
63%
This Week
Compared To Last Week
Gain
0.27%
Profit
$918,203.68
Win %
63%
This Month
Compared to last month
Gain
1.88%
Profit
$6.37M
Win %
63%
This Year
Compared to last year
Gain
4.44%
Profit
$14.73M
Win %
63%
MU Micron Technology, Inc.
+4.54%
+$64,242.03 
SLI Standard Lithium Ltd.
+3.94%
+$4,904.5 
MBLY Mobileye Global Inc.
+2.45%
+$5,762.75 
SU Suncor Energy Inc.
+1.95%
+$223,125.02 
OVV Ovintiv Inc.
+1.77%
+$12,199 
ETN Eaton Corporation plc
+1.55%
+$173,055.75 
SWKS Skyworks Solutions Inc.
+1.54%
+$3,848.36 
FHN First Horizon Corporation
+1.53%
+$22,986.99 
CVE Cenovus Energy Inc.
+1.49%
+$528,321.69 
ABT Abbott Laboratories
+1.45%
+$3,501.4 
XOM Exxon Mobil Corporation
+1.44%
+$92,397.88 
OXY Occidental Petroleum Corporation
+1.23%
+$2,046 
APA APA Corporation
+1.23%
+$56,033.88 
CVX Chevron Corporation
+1.18%
+$9,569.7 
PSX Phillips 66
+1.14%
+$4,690.98 
ABBV AbbVie Inc.
+1.09%
+$10,708.56 
PHYS Sprott Physical Gold Trust
+1.08%
+$49,965.82 
AFL Aflac Inc.
+1.03%
+$7,620 
JNJ Johnson & Johnson
+0.97%
+$5,357 
COP ConocoPhillips
+0.81%
+$6,976.97 
NVS Novartis AG Sponsored ADR
+0.74%
+$39,041.5 
B BARRICK MINING CORP Common Stock (ABR0)
+0.66%
+$65,305.05 
PSLV Sprott Physical Silver Trust
+0.59%
+$5,867.82 
EA Electronic Arts Inc.
+0.56%
+$2,111.2 
EOG EOG Resources, Inc.
+0.55%
+$37,215.68 
FCX Freeport-McMoRan Inc.
+0.53%
+$3,456.5 
SN SharkNinja, Inc.
+0.45%
+$2,145.9 
ROST Ross Stores, Inc.
+0.43%
+$12,698.19 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$933.75 
SJT San Juan Basin Royalty Trust
+0.37%
+$531 
ADBE Adobe Inc.
+0.34%
+$12,783.2 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$515.68 
CMI Cummins Inc.
+0.19%
+$11,971.59 
CZR Caesars Entertainment, Inc.
+0.18%
+$1,051.5 
SII Sprott Inc.
+0.18%
+$3,816.55 
AR Antero Resources Corporation
+0.15%
+$18,326.75 
RIG Transocean Ltd.
+0.1%
+$88.87 
OKE ONEOK, Inc.
+0.1%
+$4,716 
ULTA Ulta Beauty Inc.
+0.1%
+$1,598.04 
TD The Toronto-Dominion Bank
+0.08%
+$1,585.7 
JPM JPMorgan Chase & Co.
+0.07%
+$520.23 
WY Weyerhaeuser Company
+0.06%
+$374.79 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,549.65 
ISRG Intuitive Surgical, Inc.
-12.83%
-$714,491.75 
STAA Staar Surgical Company
-8.59%
-$190,918.26 
ALK Alaska Air Group Inc.
-3.84%
-$30,381.66 
SYK Stryker Corporation
-3.4%
-$35,426.25 
KBR KBR Inc.
-3.23%
-$8,119.8 
AMAT Applied Materials, Inc.
-2.53%
-$8,502 
FAST Fastenal Co.
-2.52%
-$143,607.33 
UBER Uber Technologies, Inc.
-2.49%
-$155,655.27 
LUV Southwest Airlines Co.
-2.29%
-$51,943.84 
GNTX Gentex Corporation
-2.27%
-$30,689.67 
IDXX IDEXX Laboratories, Inc.
-2.2%
-$59,000.04 
GOOG Alphabet Inc
-2.2%
-$75,027.12 
DIS The Walt Disney Company
-1.96%
-$17,573.4 
DXCM DexCom, Inc.
-1.9%
-$25,544.97 
HIMS Hims & Hers Health, Inc.
-1.87%
-$330,148.98 
NVO Novo Nordisk A/S Sponsored ADR
-1.86%
-$115,563.84 
MSFT Microsoft Corp.
-1.86%
-$6,064.31 
URI United Rentals, Inc.
-1.66%
-$10,160.25 
PAYX Paychex Inc.
-1.64%
-$126,817.5 
RMD ResMed Inc.
-1.61%
-$160,592.97 
ADP Automatic Data Processing Inc.
-1.56%
-$26,000 
CSL Carlisle Companies Inc.
-1.54%
-$79,744.4 
PEP PepsiCo, Inc.
-1.51%
-$5,661.13 
TXN Texas Instruments Inc
-1.47%
-$71,953.77 
WM Waste Management, Inc.
-1.46%
-$3,341.75 
HD The Home Depot, Inc.
-1.44%
-$6,296.34 
OZK Bank OZK
-1.41%
-$23,414.25 
ZTS Zoetis Inc.
-1.36%
-$26,936.7 
SCL Stepan Company
-1.35%
-$6,414.4 
EXR Extra Space Storage Inc.
-1.24%
-$3,612.12 
LULU lululemon athletica inc.
-1.16%
-$10,383.56 
VEEV Veeva Systems Inc.
-1.14%
-$17,756.92 
IDA Idacorp Inc.
-1.11%
-$3,833.76 
CFR Cullen/Frost Bankers Inc.
-1.06%
-$92,228.03 
NVDA NVIDIA Corporation
-1.02%
-$159,433.71 
BRO Brown & Brown Inc.
-0.99%
-$7,314 
TM Toyota Motor Corporation
-0.98%
-$20,759.9 
SNA Snap-on Inc.
-0.97%
-$12,449.94 
ALC Alcon Inc.
-0.95%
-$7,337.84 
CHD Church & Dwight Co., Inc.
-0.94%
-$38,435.97 
TSCO Tractor Supply Company
-0.9%
-$1,680 
EXPD Expeditors International of Washington, Inc.
-0.79%
-$62,072.01 
LIN Linde plc
-0.76%
-$28,504.24 
SJM The J.M. Smucker Company
-0.75%
-$3,583.3 
RDY Dr. Reddy's Laboratories Ltd.
-0.67%
-$3,676.25 
KMI Kinder Morgan, Inc.
-0.63%
-$32,453.96 
NEM Newmont Corporation
-0.63%
-$16,208.52 
MCHP Microchip Technology Incorporated
-0.6%
-$46,274.13 
URNM Sprott Uranium Miners ETF
-0.59%
-$31,444.99 
RJF Raymond James Financial Inc.
-0.54%
-$45,419.01 
NDSN Nordson Corporation
-0.53%
-$9,585.26 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$17,146.05 
TPL Texas Pacific Land Corporation
-0.41%
-$2,401.2 
VGT Vanguard Information Technology ETF
-0.33%
-$1,680 
HDB HDFC Bank Limited ADR
-0.32%
-$9,017.82 
AAPL Apple Inc.
-0.31%
-$5,450.81 
SO The Southern Company
-0.3%
-$658.3 
WPM Wheaton Precious Metals Corp.
-0.28%
-$629.3 
SLB Schlumberger Limited
-0.28%
-$911.17 
SNY Sanofi American Depositary Receipt
-0.27%
-$864.84 
WMT Walmart Inc.
-0.26%
-$1,338.75 
TYL Tyler Technologies Inc.
-0.24%
-$2,573.46 
REGN Regeneron Pharmaceuticals, Inc.
-0.21%
-$4,400.47 
DE Deere & Company
-0.2%
-$463.68 
ANET Arista Networks, Inc.
-0.09%
-$3,442.65 
CGNX Cognex Corporation
-0.07%
-$1,673.49 
NXE NexGen Energy Ltd.
-0.06%
-$61.75 
SBR Sabine Royalty Trust
-0.03%
-$462 Events
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Dividends
Dividend Analysis
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| Trades 869 | Longs Won 532/869 61% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $730,902.28 |
| Average Win $216,046.68 | Best Trade (Jul 17) $12.24M | Sharpe Ratio -10.7 |
| Average Loss -$83,289.66 | Worst Trade (Jul 10) -$3.56M | Z-Score 3.78 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $99,963.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,149 | 3,734 | 3,320 | 2,905 | 2,490 | 2,075 | 1,660 | 1,245 | 830 | 415 |
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Returns
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