Situational Awareness LP Reduces Stake in Solaris Energy Infrastructure (SEI)
Situational Awareness LP has reduced its position in Solaris Energy Infrastructure Inc. (NYSE: SEI) by 40% from Q4 2025 to Q1 2026, down to 1.1 million shares. Despite the reduction, the stock is up over 46% in six months and reported a significant revenue increase of 55.3% year-over-year for Q1 2026.
Tickers: $SEI
Topics: 13F filings energy infrastructure stock position changes