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SEI position history

The shares of Solaris Energy Infras (SEI) that Situational Awareness LP reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 1,150,300 shares, $46M, 1.1% of portfolio, New
  2. 2025 Q4: 1,866,500 shares, $86M, 1.6% of portfolio, Add +62.3%
  3. 2026 Q1: 1,105,551 shares, $62M, 0.46% of portfolio, Reduce −40.8%
  4. 2026 Q2: 1,129,621 shares, $91M, 0.45% of portfolio, Add +2.2%
Holdings date Value % of holdings Shares Filing date All 13F holders