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SEI

Solaris Energy Infrastructure, Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
2 of 97 filed · prev 4
Median weight
0.26%
Sector
Technology
Type
equity · US

Moves3 this quarter

Streakslongest holders · 37 quarters on record

  1. Situational Leopold Aschenbrenner, founder 0.5%4 quarters
  2. Polen Dan Davidowitz, portfolio manager 0.1%3 quarters

The record for SEI begins Q2 2017: 37 quarters.

Over time26 quarters, Q2 2017 to Q2 2026

Managers holding2 Q2 2026

Largest weight0.5% Q2 2026

Holders2 of 97 filed · 2 exited

SituationalLeopold Aschenbrenner, founder0.45%1,129,621$91Madded+2%+1.17 pp4 q
PolenDan Davidowitz, portfolio manager0.06%80,324$6Mtrimmed−4%—3 q
CenturyArnold Van Den Berg, CIO———exited−0.19 pp—
BaronRon Baron, CEO———exited−0.01 pp—