Informed Momentum Co LLC

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 1510989 Solana Beach, CA

Position in SEI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,411,568

+$759,189 QoQ

Shares Held

113,459

-7.7% QoQ

Ownership

0.154%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 36.17782635136922.ToString("F0")% Shared 0.ToString("F0")% None 63.82217364863079.ToString("F0")%

Energy · as of Mar 31, 2026

Informed Momentum Co LLC holds $47,592,279 across 13 Oil & Gas Equipment & Services names. SEI ranks #1 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEI	Solaris Energy Infrastructure, Inc. This page	113,459	$6,411,568
2	EFXT	Enerflex Ltd.	303,065	$6,340,119
3	NESR	National Energy Services Reunited Corp.	280,139	$6,014,584
4	AROC	Archrock, Inc.	149,616	$5,206,636
5	LBRT	Liberty Energy Inc.	163,334	$4,704,019
6	OII	Oceaneering International Inc	127,269	$4,514,231
7	KGS	Kodiak Gas Services, Inc.	73,561	$4,290,077
8	PUMP	ProPetro Holding Corp.	168,077	$2,421,989

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,411,568	113,459	-7.7%	Shares	Sole	2026-05-13
2025-12-31	$5,652,379	122,958	+478.3%	Shares	Sole	2026-02-12
2025-09-30	$849,802	21,261	-85.5%	Shares	Sole	2025-11-14
2025-06-30	$4,142,646	146,435	+29.6%	Shares	Sole	2025-08-12
2025-03-31	$2,458,161	112,967	-43.2%	Shares	Sole	2025-05-13
2024-12-31	$5,727,248	199,001	+189.7%	Shares	Sole	2025-02-13
2024-09-30	$876,471	68,689	-19.7%	Shares	Sole	2024-11-13
2022-06-30	$930,555	85,529	-35.3%	Shares	Sole	2022-08-12
2022-03-31	$1,493,531	132,288	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.