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SEI Solaris Energy Infras Inc.

Energy, filed as SOLARIS ENERGY INFRAS INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 4

  • 4 Owners
  • Max 1.0%
  • $114M
  • 2 new 4 exits 2 small

In 2026 Q2, 2 managers opened positions and 4 sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.0% (Ryan Packard, Hiddenite Capital Partners). Not free-float ownership.

  1. Ryan Packard New 0.97%
  2. Situational Awareness Add 0.45%
  3. Davidson Kempner Capital Mana... New 0.07%
  4. Polen Capital Management Reduce 0.06%

Who owns SEI

Sorted by value, long equity only, as of 2026 Q2.

History
Situational Awareness 0.45% Small add +2.2% 1,129,621 $91M History
Ryan Packard, Hiddenite Capital Partners 0.97% New 0.97% 140,000 $11M History
Polen Capital Management 0.06% Small trim −4.0% 80,324 $6.5M History
Davidson Kempner Capital Management 0.07% New 0.07% 70,000 $5.6M History
Ben Hoskin, Value Aligned Research Advisors exited 2026 Q2 Last 2026 Q1 0.24% Exit −0.24% 896,985 $51M History
Nehal Chopra, Ratan Capital Management exited 2026 Q2 Last 2026 Q1 2.3% Exit −2.31% 110,046 $6.2M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 38,970 $2.2M History
Arnold Van Den Berg, Van Den Berg Management I exited 2026 Q2 Last 2026 Q1 0.19% Exit −0.19% 14,868 $840K History

4 current, 4 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SEI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SEI insider trades
  • $1.3M bought by 2 insiders
  • $407M sold by 8 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Aj Teague Director
    Buy
    $501K 7,800 shares at $64.23
    Traded Sep 8 Filed Sep 9
    ↗
  2. Laurie H Argo Director
    Sale
    $379K 5,200 shares at $72.88 10% of stake
    Traded May 12 Filed May 13
    ↗
  3. Christopher P. Wirtz Chief Accounting Officer
    Sale
    $54K 700 shares at $77.22 1.9% of stake
    Traded May 13 Filed May 13
    ↗
  4. Christopher M Powell Chief Legal Officer
    Sale
    $2.8M 36,852 shares at $74.63 24% of stake
    Traded May 11 Filed May 12
    ↗
  5. Aj Teague Director
    Buy
    $451K 6,175 shares at $72.98
    Traded May 8 Filed May 11
    ↗
  6. Ray N Walker Jr. Director
    Sale
    $4.1M 56,841 shares at $72.11 91% of stake
    Traded May 8 Filed May 11
    ↗
  7. W Howard Keenan Jr. Director
    Sale
    $149M 2,000,000 shares at $74.50 100% of stake
    Traded May 6 Filed May 7
    ↗
  8. KTR Management Company, LLC 10% owner, +1 joint filer
    Sale
    $142M 2,000,000 shares at $70.75 100% of stake
    Traded Apr 30 Filed May 4
    ↗
  9. Amanda M Brock CEO
    Buy
    $150K 3,669 shares at $40.89 +2.7% to stake
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  10. Cynthia M. Durrett Chief Administrative Officer
    Sale
    $2.1M 47,011 shares at $44.62 26% of stake
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  11. Laurie H Argo Director
    Sale
    $102K 2,300 shares at $44.25 4.4% of stake
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  12. Aj Teague Director
    Buy
    $199K 4,620 shares at $43.12
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  13. James R Burke Director
    Sale
    $598K 11,277 shares at $53.03 66% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗
  14. KTR Management Company, LLC 10% owner, +1 joint filer
    Sale
    $106M 2,114,783 shares at $50.15 100% of stake
    Traded Nov 4, 2025 Filed Nov 6, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 19 stock grants, 5 share withholdings for taxes, 3 conversions, and 3 other transactions.

Congress

1 member of Congress traded SEI in the last three years: 2 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Jan 9 filed Feb 13
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Sep 2, 2025 filed Sep 12, 2025
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 6, 2025 filed Jun 6, 2025

SEC filings

Recent issuer filings from EDGAR, 24 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 1.01,2.01,3.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 3.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K/A 2.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $24.34M $15.81M $30.17M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $67.14M $250.98M $483.02M
Total non-current assets * $0.401B $0.872B $1.66B
Total assets $0.468B $1.12B $2.14B
Total current liabilities $37.2M $65.53M $163.3M
Total non-current liabilities * $0.116B $0.391B $1.15B
Total equity $205.98M $355.62M $564.34M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $89.92M $59.37M $209.1M
Cash from investing -$62M -$305.03M -$686.36M
Cash from financing -$30.92M $399.7M $670.7M
Net change in cash -$3M $154.03M $193.45M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.