Hudson Bay Capital Management
SEI

Hudson Bay Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Hudson Bay Capital Management’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
+19,121
New +$1.37M ﹤0.01% 860
2026
Q1 		– Sell
-25,602
Closed -$1.18M – 1657
2025
Q4 		$1.18M Sell
25,602
-4,532
-15% -$219K ﹤0.01% 780
2025
Q3 		$1.2M Buy
+30,134
New +$942K ﹤0.01% 834

Other funds holding SEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hudson Bay Capital Management's SEI Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Solaris Energy Infrastructure (SEI) in Q2 2026: 19,121 shares worth $1.54M. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in SEI as recently as Q4 2025.

Hudson Bay Capital Management first reported a position in SEI in Q3 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Hudson Bay Capital Management held 19,121 shares of Solaris Energy Infrastructure worth $1.54M as of Q2 2026.
  • Solaris Energy Infrastructure was a new Hudson Bay Capital Management position in Q2 2026.
  • Solaris Energy Infrastructure made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #860 holding.
  • Hudson Bay Capital Management first reported a position in Solaris Energy Infrastructure in Q3 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.