Value Aligned Research Advisors, LLC
Position in SEI — Solaris Energy Infrastructure, Inc.
CIK 1963565
PRINCETON, NJ
Position in SEI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$50,688,622
+$5,824,707 QoQ
Shares Held
896,985
-8.1% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SEI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Value Aligned Research Advisors, LLC holds $87,091,994 across 2 Oil & Gas Equipment & Services names. SEI ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
This page
|
896,985 | $50,688,622 | |
| 2 | LBRT |
Liberty Energy Inc.
|
1,264,006 | $36,403,372 |
All Filings in SEI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,688,622 | 896,985 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,863,915 | 975,939 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||