SIR Capital Management, L.P.

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 1434997 NEW YORK, NY

Position in SEI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,685,415

-$577,365 QoQ

Shares Held

107,947

-34.1% QoQ

Ownership

0.141%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#121

of 429 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $83,190,397 across 9 Oil & Gas Equipment & Services names. SEI ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TS	Tenaris SA	368,588	$20,452,948
2	PUMP	ProPetro Holding Corp.	835,863	$11,986,275
3	WFRD	Weatherford International plc	132,700	$10,815,050
4	SEI	Solaris Energy Infrastructure, Inc. This page	107,947	$8,685,415
5	HAL	Halliburton Co	230,200	$7,815,290
6	LBRT	Liberty Energy Inc.	297,884	$7,801,581
7	BKR	Baker Hughes Co	138,200	$7,670,100
8	TDW	Tidewater Inc	61,850	$4,121,065

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,685,415	107,947	-34.1%	Shares	Sole	2026-08-14
2026-03-31	$9,262,780	163,914	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$7,583,165	164,959	-78.4%	Shares	Sole	2026-02-13
2025-09-30	$30,532,843	763,894	-26.0%	Shares	Sole	2025-11-14
2025-06-30	$29,191,234	1,031,857	+2.8%	Shares	Sole	2025-08-12
2025-03-31	$21,852,110	1,004,233	+89.8%	Shares	Sole	2025-05-15
2024-12-31	$15,227,670	529,106	+34.6%	Shares	Sole	2025-02-14
2024-09-30	$5,015,751	393,084	+129.1%	Shares	Sole	2024-11-14
2020-06-30	$1,273,323	171,607	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.