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Solaris Energy Infrastructure, Inc.

SEI Energy
$55.8 +$0.33 (0.59%)
Market Cap: $3.82 B
Gurus Holding
7
Popularity Rank
#1224
% of Shares Held
1.22%
Net Activity (Q4 2025)
-$71.99 M

Guru Ownership Trend

Guru Analysis for Solaris Energy Infrastructure, Inc. (SEI)

Solaris Energy Infrastructure, Inc. (SEI), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $46.61 M.

Top institutional holders include Chuck Royce and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $71.99 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Steven Cohen reduced exposure by 96.0%.

Key Holders

Top 5 by Value

$15.26 M
$14.73 M
$4.66 M
$2.04 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$648,452
Total Buy Value
New Buys 1
Additions 0
-$72.64 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
1

FAQs for Solaris Energy Infrastructure, Inc. (SEI)

Major holders include Chuck Royce ($15.26 M), Paul Tudor Jones ($14.73 M), Cliff Asness ($4.66 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 835,378 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $71.99 M, with 1 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited SEI. The total reported sell value was $72.64 M.

Yes, 1 managers opened new positions in SEI, and 0 increased their existing holdings. The total reported buy value was $648,452.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Reduce -32.9% 331,965 $15.26 M Q4 2025
0.03% Reduce -31.6% 320,341 $14.73 M Q4 2025
0.00% Reduce -7.3% 101,381 $4.66 M Q4 2025
0.00% Reduce -96.0% 44,300 $2.04 M Q4 2025
0.16% Reduce -2.2% 15,465 $710,930 Q4 2025
0.00% New Buy 14,106 $648,452 Q4 2025
0.00% Reduce -1.6% 7,820 $359,485 Q4 2025
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Value
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SEC Form