Solaris Energy Infrastructure (SEI) Surges Following AI Data Center Deal
Solaris Energy Infrastructure, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Encompass Capital Advisors Todd J. Kantor | 2,559,543 | $117,662,192 | -13% | 4.8% |
| 2. | Situational Awareness LP Leopold Aschenbrenner | 1,866,500 | $85,803,005 | +63% | 1.56% |
| 3. | Millennium Management Israel Englander | 1,845,050 | $84,816,948 | +131% | 0.04% |
| 4. | Driehaus Capital Richard Driehaus | 1,227,721 | $56,438,334 | +28% | 0.38% |
| 5. | Citadel Investment Group Ken Griffin | 1,164,500 | $53,532,065 | +526% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.11 | 2,310 | $99,584.10 | 8,310 | 2025-12-17 | Filing | |
| $43.13 | 2,310 | $99,630.30 | 106,465 | 2025-12-17 | Filing | |
| $40.89 | 3,669 | $150,025.41 | 141,080 | 2025-12-17 | Filing | |
| $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 |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.62 | 47,011 | $2,097,630.82 | 131,152 | 2025-12-17 | Filing | |
| $44.25 | 2,300 | $101,775.00 | 50,039 | 2025-12-17 | Filing | |
| $53.03 | 11,277 | $598,019.31 | 5,696 | 2025-12-10 | Filing | |
| $50.15 | 2,114,783 | $106,056,367.45 | 0 | 2025-11-04 | Filing | |
| $29.22 | 5,000 | $146,100.00 | 16,973 | 2025-09-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 188,600,000 | $204,332,812 | 1.26% | |
| 2. | 4,311,968 | $198,221,180 | 0% | |
| 3. | 2,913,632 | $133,939,663 | 0% | |
| 4. | 118,370,000 | $128,357,469 | 0.13% | |
| 5. | Blackrock, Inc.BOND | 115,363,000 | $124,736,245 | 0% |