Security · featured owners
SEI Solaris Energy Infras Inc.
COM CL A Equity as of 2026 Q2 among managers we track
- 4 Owners
- Max 1.0%
- $114M
- 2 new 1 add 1 reduce 4 exits
Who owns this now
Largest portfolio weights among featured holders · max 1.0% (Ryan Packard - Hiddenite ...) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| Situational Awareness 2026 Q2 | 0.45% | Add +2.2% | 1,129,621 | $91M | history |
| Ryan Packard - Hiddenite Capital Partners 2026 Q2 | 0.97% | New 0.97% | 140,000 | $11M | history |
| Polen Capital Management 2026 Q2 | 0.06% | Reduce −4.0% | 80,324 | $6M | history |
| Davidson Kempner Capital Management 2026 Q2 | 0.07% | New 0.07% | 70,000 | $6M | history |
| Ben Hoskin - Value Aligned Research Advisors exited 2026 Q2 last 2026 Q1 | 0.24% | Exit −0.24 pp | 896,985 | $51M | history |
| Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 | 2.3% | Exit −2.31 pp | 110,046 | $6M | history |
| Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 | 0.01% | Exit −0.01 pp | 38,970 | $2M | history |
| Arnold Van Den Berg - Van Den Berg Management I exited 2026 Q2 last 2026 Q1 | 0.19% | Exit −0.19 pp | 14,868 | $840K | history |
financials
US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Total current assets | $67.14M | $250.98M | $483.02M |
| Total non-current assets * | $401.16M | $871.9M | $1.66B |
| Total assets | $468.3M | $1.12B | $2.14B |
| Total current liabilities | $37.2M | $65.53M | $163.3M |
| Total non-current liabilities * | $115.52M | $390.62M | $1.15B |
| Total equity | $205.98M | $355.62M | $564.34M |
ownership over time
filing count by report period · click a bar for that quarter’s holders