TWO SIGMA INVESTMENTS, LP
Position in SEI — Solaris Energy Infrastructure, Inc.
CIK 1179392
NEW YORK, NY
Position in SEI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$109,716,764
+$60,072,336 QoQ
Shares Held
1,941,546
+79.8% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 98.42908692351354.ToString("F0")%
Shared 0.ToString("F0")%
None 1.57091307648647.ToString("F0")%
Common Shares in SEI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $607,509,076 across 30 Oil & Gas Equipment & Services names. SEI ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
This page
|
1,941,546 | $109,716,764 | |
| 2 | KGS |
Kodiak Gas Services, Inc.
|
1,796,988 | $104,800,340 | |
| 3 | HAL |
Halliburton Co
|
2,081,755 | $81,167,627 | |
| 4 | AROC |
Archrock, Inc.
|
1,585,729 | $55,183,369 | |
| 5 | LB |
LandBridge Co LLC
|
545,477 | $37,665,186 | |
| 6 | FTI |
TechnipFMC plc
|
515,862 | $35,661,540 | |
| 7 | EFXT |
Enerflex Ltd.
|
1,347,650 | $28,192,838 | |
| 8 | NOV |
NOV Inc.
|
1,228,983 | $23,117,170 |
All Filings in SEI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,716,764 | 1,941,546 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,644,428 | 1,079,931 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,262,580 | 1,007,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,085,161 | 533,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,243,403 | 332,877 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,113,533 | 212,423 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,981,705 | 233,676 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,707,607 | 315,572 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,475,317 | 400,844 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,082,739 | 512,907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,732,399 | 162,514 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $432,643 | 51,938 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $644,770 | 75,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,903,700 | 191,712 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,366,831 | 146,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,367,836 | 217,632 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,310,080 | 116,039 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $190,152 | 22,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $141,230 | 14,500 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $233,312 | 36,800 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||