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SEI

Solaris Energy Infrastructure, Inc. · XNYS

Now
2 holders · 0 updated for Q3 · 2 on earlier filings (Q3 due Nov 14)
Holders
2 now · 0 on Q3 2026
Median weight
0.26%
Sector
Technology
Type
equity · US

Moves

No moves yet in Q3 · 0 of its 2 holders have filed · due Nov 14

Streakslongest holders · 38 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: 38 quarters.

Over timeNow 2 holders · 26 complete quarters, Q2 2017 to Q2 2026

Managers holding2 Q2 2026

Largest weight0.5% Q2 2026

Holders2 now · 0 on Q3 2026 · 2 exited

SituationalQ2 2026Q3 due Nov 14Leopold Aschenbrenner, founder0.45%1,129,621$91Madded+2%−1.17 pp4 q
PolenQ2 2026Q3 due Nov 14Dan Davidowitz, portfolio manager0.06%80,324$6Mtrimmed−4%+0.03 pp3 q
CenturyQ2 2026Q3 due Nov 14Arnold Van Den Berg, CIO———exited0.00 pp—
BaronQ2 2026Q3 due Nov 14Ron Baron, CEO———exited0.00 pp—