SEG
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:
31.41%
Gain -0.2%
Monthly
0.94%
Yearly
11.94%
Drawdown
21.34%
$343.35M
Equity
Holdings
$343.35M
Investment
$264.17M
$91.19M
Profit -$748,155.79
Realized
$12.02M
Unrealized
$79.18M
Dividends
$12.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$748,155.79
Win %
62%
This Week
Compared To Last Week
Gain
1.51%
Profit
$5.09M
Win %
62%
This Month
Compared to last month
Gain
1.51%
Profit
$5.09M
Win %
62%
This Year
Compared to last year
Gain
12.66%
Profit
$38.57M
Win %
62%
TPL Texas Pacific Land Corporation
+9.73%
+$50,209.44 
URI United Rentals, Inc.
+6.27%
+$34,325.5 
ROST Ross Stores, Inc.
+3.9%
+$110,958.3 
FAST Fastenal Co.
+3.87%
+$218,026.71 
WOOF Petco Health and Wellness Company, Inc.
+3.72%
+$3,080 
WMT Walmart Inc.
+3.43%
+$17,460 
WM Waste Management, Inc.
+2.87%
+$5,739.52 
REGN Regeneron Pharmaceuticals, Inc.
+2.66%
+$47,496.89 
LIN Linde plc
+2.35%
+$88,942.48 
EOG EOG Resources, Inc.
+2.11%
+$146,813.51 
XOM Exxon Mobil Corporation
+2.06%
+$149,381.87 
RMD ResMed Inc.
+2.01%
+$179,863.68 
COP ConocoPhillips
+1.87%
+$17,728.05 
IDXX IDEXX Laboratories, Inc.
+1.8%
+$47,231.06 
ZTS Zoetis Inc.
+1.55%
+$29,758.9 
GNTX Gentex Corporation
+1.5%
+$22,003.16 
CMI Cummins Inc.
+1.47%
+$97,633.22 
MU Micron Technology, Inc.
+1.45%
+$25,479.09 
APA APA Corporation
+1.37%
+$100,622.08 
SNA Snap-on Inc.
+1.3%
+$14,587.76 
ISRG Intuitive Surgical, Inc.
+1.24%
+$68,981.76 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$48,696.8 
OVV Ovintiv Inc.
+1.23%
+$11,862 
CVX Chevron Corporation
+1.17%
+$12,984.4 
PSX Phillips 66
+1.14%
+$4,979.52 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$2,096.58 
ETN Eaton Corporation plc
+0.88%
+$105,589.35 
ABBV AbbVie Inc.
+0.81%
+$6,823.44 
SJM The J.M. Smucker Company
+0.8%
+$3,552 
AR Antero Resources Corporation
+0.73%
+$40,040.18 
AFL Aflac Inc.
+0.72%
+$4,920 
CVE Cenovus Energy Inc.
+0.67%
+$257,854.15 
NDSN Nordson Corporation
+0.6%
+$10,894.48 
SYK Stryker Corporation
+0.59%
+$5,160.84 
EXPD Expeditors International of Washington, Inc.
+0.56%
+$39,942.31 
SLB Schlumberger Limited
+0.55%
+$3,831.29 
EXR Extra Space Storage Inc.
+0.5%
+$1,378.82 
HD The Home Depot, Inc.
+0.48%
+$1,866.97 
WY Weyerhaeuser Company
+0.43%
+$2,777.67 
PEP PepsiCo, Inc.
+0.38%
+$1,448.82 
SU Suncor Energy Inc.
+0.35%
+$46,403.65 
JNJ Johnson & Johnson
+0.31%
+$1,556.1 
EA Electronic Arts Inc.
+0.31%
+$1,128.4 
IDA Idacorp Inc.
+0.18%
+$570.5 
TXN Texas Instruments Inc
+0.15%
+$7,957.57 
NVS Novartis AG Sponsored ADR
+0.15%
+$7,323.75 
SBR Sabine Royalty Trust
+0.12%
+$2,079 
UBER Uber Technologies, Inc.
+0.1%
+$4,831.75 
HDB HDFC Bank Limited ADR
+0.09%
+$2,151.14 
OKE ONEOK, Inc.
+0.04%
+$1,842.26 
ABT Abbott Laboratories
+0.03%
+$73.2 
HIMS Hims & Hers Health, Inc.
+0.02%
+$1,128.51 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,363.17 
JPM JPMorgan Chase & Co.
0%
$0 
NXE NexGen Energy Ltd.
-8.76%
-$16,186.5 
URNM Sprott Uranium Miners ETF
-6%
-$441,007.84 
SLI Standard Lithium Ltd.
-5.42%
-$13,207.5 
ULTA Ulta Beauty Inc.
-4.78%
-$81,366.74 
ALK Alaska Air Group Inc.
-4.65%
-$39,110.88 
PYPL PayPal Holdings Inc
-4.29%
-$7,028.8 
SII Sprott Inc.
-3.97%
-$123,177.65 
NVDA NVIDIA Corporation
-3.55%
-$613,879.2 
LUV Southwest Airlines Co.
-3.53%
-$73,853 
WIT Wipro Limited American Depositary Receipt
-3.39%
-$785.4 
CHD Church & Dwight Co., Inc.
-3.39%
-$136,134.34 
TYL Tyler Technologies Inc.
-3.15%
-$24,876.78 
MSFT Microsoft Corp.
-3.11%
-$9,796.08 
B BARRICK MINING CORP Common Stock (ABR0)
-3.07%
-$361,286.42 
TSCO Tractor Supply Company
-2.9%
-$5,220 
PSLV Sprott Physical Silver Trust
-2.68%
-$24,192 
BRO Brown & Brown Inc.
-2.58%
-$15,476 
VEEV Veeva Systems Inc.
-2.43%
-$34,503.24 
PAYX Paychex Inc.
-2.32%
-$105,379.56 
ADBE Adobe Inc.
-2.24%
-$77,648.36 
NVO Novo Nordisk A/S Sponsored ADR
-2.12%
-$91,343.98 
DIS The Walt Disney Company
-1.94%
-$18,435.26 
NEM Newmont Corporation
-1.84%
-$68,294.18 
OZK Bank OZK
-1.71%
-$25,911.77 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$2,807 
AAPL Apple Inc.
-1.57%
-$26,142.48 
DAL Delta Air Lines, Inc.
-1.54%
-$3,690 
ADP Automatic Data Processing Inc.
-1.48%
-$22,295 
FHN First Horizon Corporation
-1.48%
-$20,569.06 
VGT Vanguard Information Technology ETF
-1.47%
-$8,288 
SCL Stepan Company
-1.34%
-$5,822.6 
RIG Transocean Ltd.
-1.2%
-$1,492.12 
PHYS Sprott Physical Gold Trust
-1.1%
-$57,832.5 
SNY Sanofi American Depositary Receipt
-1%
-$3,319.6 
CFR Cullen/Frost Bankers Inc.
-0.94%
-$68,185.03 
DXCM DexCom, Inc.
-0.93%
-$16,227.52 
SN SharkNinja, Inc.
-0.87%
-$3,910.85 
TD The Toronto-Dominion Bank
-0.82%
-$15,291.06 
STAA Staar Surgical Company
-0.81%
-$66,259.78 
GOOG Alphabet Inc
-0.76%
-$24,894.06 
BAX Baxter International Inc.
-0.7%
-$1,689.48 
ANET Arista Networks, Inc.
-0.55%
-$22,374.02 
SJT San Juan Basin Royalty Trust
-0.52%
-$1,062 
MCHP Microchip Technology Incorporated
-0.46%
-$42,846.3 
MBLY Mobileye Global Inc.
-0.46%
-$1,346.95 
LULU lululemon athletica inc.
-0.35%
-$2,822.6 
CSL Carlisle Companies Inc.
-0.34%
-$17,367.74 
KMI Kinder Morgan, Inc.
-0.22%
-$11,828.46 
TM Toyota Motor Corporation
-0.15%
-$3,226.57 
RJF Raymond James Financial Inc.
-0.12%
-$8,454.61 
KBR KBR Inc.
-0.11%
-$364.4 
ALC Alcon Inc.
-0.08%
-$558.1 
RDY Dr. Reddy's Laboratories Ltd.
-0.08%
-$432.5 
CGNX Cognex Corporation
-0.03%
-$824.96 Events
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Dividends
Dividend Analysis
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| Trades 779 | Longs Won 474/779 60% | Profit Factor 4.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $843,245.66 |
| Average Win $247,499.18 | Best Trade (May 20) $17.28M | Sharpe Ratio -14.26 |
| Average Loss -$85,642.39 | Worst Trade (Mar 30) -$4.46M | Z-Score 2.81 (99.5%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $117,065.06 |
| 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 | 4,016 | 3,614 | 3,213 | 2,811 | 2,410 | 2,008 | 1,606 | 1,205 | 803 | 402 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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