Situational Awareness Partners LP

Position in SEI — Solaris Energy Infrastructure, Inc.

CIK 2038540 SAN FRANCISCO, CA

Position in SEI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$62,474,687

New position

Shares Held

1,105,551

first reported quarter

Ownership

1.50%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Energy · as of Mar 31, 2026

Situational Awareness Partners LP holds $75,592,110 across 2 Oil & Gas Equipment & Services names. SEI ranks #1 (82.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SEI	Solaris Energy Infrastructure, Inc. This page	1,105,551	$62,474,687
2	PUMP	ProPetro Holding Corp.	910,300	$13,117,423

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,474,687	1,105,551	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.