SOLARIS ENERGY INFRASTRUCTUR (SEI)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Exited this quarter: Century Management.

Insider trading · Form 4

1 insiders bought on the open market in the last 90 days (2 purchases, $501.0K), against 0 sales by 0 insiders ($0). Latest buy: Sep 8, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Insiders

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

Financial Screens

· Dividend Growth — Dividends raised for more than 10 years

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Key figures

· Dividend Growth — Dividend per share: 0.48 · Dividend yield: 0.6% · Straight dividend years: 8 · 10-yr dividend growth: —

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 4.79 · Operating cash flow: $209.1M · Net income: $30.2M

· Shareholder Yield — Shareholder yield: 966.5% · of which dividends: 966.5% · of which buybacks: 0.0%

· Insider Net Buying — Buy txns: 2 · Sell txns: 0 · Buy value: $501.0K · Latest buy: Sep 8, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.