Solaris Energy Infrastructure, Inc. (SEI): A Bear Case Theory
We came across a bearish thesis on Solaris Energy Infrastructure, Inc. on Valueinvestorsclub.com by bluewater12. In this article, we will summarize the bulls’ thesis on SEI.
Solaris Energy Infrastructure Inc. (SEI)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Encompass Capital Advisors Todd J. Kantor | 3,627,158 | $102,612,300 | -1% | 3.75% |
| 2. | Driehaus Capital Richard Driehaus | 2,244,374 | $63,493,340 | +11% | 0.51% |
| 3. | Brightline Capital Naval Khera | 1,122,000 | $31,741,380 | +1% | 13.67% |
| 4. | SIR Capital Management Vince Maddi And Shawn Brennan | 1,031,857 | $29,191,235 | +3% | 2.6% |
| 5. | Honeycomb Asset Management David Fiszel | 672,000 | $19,010,880 | 11.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.83 | 10,000 | $248,300.00 | 1,049,227 | 2025-09-09 | Filing | |
| $25.00 | 2,000 | $50,000.00 | 370,338 | 2025-09-09 | Filing | |
| $26.73 | 1,000 | $26,730.00 | 6,000 | 2025-05-23 | Filing | |
| $26.77 | 1,000 | $26,770.00 | 98,459 | 2025-05-23 | Filing | |
| $21.78 | 10,000 | $217,800.00 | 1,039,227 | 2025-05-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.22 | 5,000 | $146,100.00 | 16,973 | 2025-09-10 | Filing | |
| $30.00 | 12,750 | $382,500.00 | 130,615 | 2025-08-26 | Filing | |
| $28.86 | 10,000 | $288,600.00 | 90,956 | 2025-08-25 | Filing | |
| $29.50 | 4,000,000 | $118,000,000.00 | 0 | 2025-08-06 | Filing | |
| $30.30 | 4,000,000 | $121,200,000.00 | 0 | 2025-07-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,134,853 | $173,555,000 | 0% | |
| 2. | 2,440,849 | $69,051,617 | 0% | |
| 3. | 2,409,616 | $68,168,037 | 1.73% | |
| 4. | 1,652,614 | $46,752,463 | 0% | |
| 5. | 1,584,239 | $44,818,160 | 0% |
News See All
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Solaris Energy Infrastructure, Inc. (NYSE:SEI) Q2 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
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