InvestorLens

SEI — SOLARIS ENERGY INFRASTRUCTURE INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SEI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
63
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SEI position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Leopold Aschenbrenner)
  • +4 tracked investors reported holding SEI at their latest filing
  • +Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About SOLARIS ENERGY INFRASTRUCTURE INC - US (SEI)

SOLARIS ENERGY INFRASTRUCTURE INC - US (SEI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Leopold Aschenbrenner (Situational Awareness LP), valued at $91M. Across recent filings, tracked investors recorded 1 new positions, 2 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SEI

75
/100
Institutional Accumulation
Added / Increased3
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track SEI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SEI Ownership Composition

How SOLARIS ENERGY INFRASTRUCTURE INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
53% of tracked value
Institutions
4
tracked investors
Total Reported
$195.5M
combined 13F value
Types3
  • Multi-Strategy / Quant53.4%
  • Other46.5%
  • Macro0.1%
Multi-Strategy / Quant(2)
53.4%
Other(1)
46.5%
Macro(1)
0.1%

Tracked investors currently reporting SEI

1 tracked investor has since exited this position — listed separately below.

  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    1.1M
    Value
    $90.9M
    % Portfolio
    0.45%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    894.1K
    Value
    $71.9M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    403.1K
    Value
    $32.4M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    2.8K
    Value
    $225.3K
    % Portfolio
    0.00%

Previously held SEI

These investors reported SEI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management174.2K$4.9MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold SEI?
4 tracked institutional investors disclosed a position in SEI (SOLARIS ENERGY INFRASTRUCTURE INC - US) in their most recent 13F filing.
Who is the largest institutional holder of SEI?
Leopold Aschenbrenner, Situational Awareness LP, holds the largest disclosed position in SEI, valued at $91M.
Did institutional ownership of SEI increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 2 increased, 1 reduced, and 0 fully exited SEI.
Where does this SEI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.