Back to Situational Awareness LP Situational Awareness LP

SEISEI
4 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in SOLARIS ENERGY INFRASTRUCTUR

Situational Awareness LP holds 1.1M shares of SEI (SOLARIS ENERGY INFRASTRUCTUR), worth $90.9M as of 2026-Q2. The position was increased (+2.2% shares). SEI represents 0.4% of Situational Awareness LP's portfolio.

Current Value

$90.9M

Current Shares

1.1M

Total Value Change

+$44.9M

Total Shares Change

-20,679

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+2.2%
$90.9M0.4%$80.46
37
2026-Q1
Decreased
1.1M
-40.8%
$62.5M0.5%$47.60
0
2025-Q4
Increased
1.9M
+62.3%
$85.8M1.6%$46.10
69
2025-Q3
New
1.2M
-
$46M1.1%$41.28
70

Other major holders of SEI: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC

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