SIR Capital Management, L.P.

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 1434997 NEW YORK, NY

Position in SEI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,262,780

+$1,679,615 QoQ

Shares Held

163,914

-0.6% QoQ

Ownership

0.223%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

SIR Capital Management, L.P. holds $128,101,506 across 10 Oil & Gas Equipment & Services names. SEI ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co	961,400	$37,484,986
2	LBRT	Liberty Energy Inc.	1,073,065	$30,904,272
3	PUMP	ProPetro Holding Corp.	903,130	$13,014,103
4	RES	Rpc Inc	1,596,443	$11,302,816
5	SEI	Solaris Energy Infrastructure, Inc. This page	163,914	$9,262,780
6	WHD	Cactus, Inc.	165,729	$7,850,582
7	ACDC	ProFrac Holding Corp.	1,104,261	$6,846,418
8	AESI	Atlas Energy Solutions Inc.	442,690	$5,808,092

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.