RCM
SEI

Ratan Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Ratan 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
Q1 		$6.22M Sell
110,046
-140,049
-56% -$7.58M 2.31% 15
2025
Q4 		$11.5M Buy
+250,095
New +$12.1M 3.16% 12

Other funds holding SEI

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Millennium Management
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VCM
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ratan Capital Management's SEI Position: Q1 2026 in Review

Ratan Capital Management reduced its Solaris Energy Infrastructure (SEI) stake by 56% in Q1 2026, selling an estimated $7.58M and leaving 110,046 shares worth $6.22M. The position accounts for 2.31% of the portfolio, ranked #15.

Ratan Capital Management first reported a position in SEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.5M in Q4 2025. 363 funds tracked by Wall St. Rank hold SEI as of Q1 2026.

  • Ratan Capital Management held 110,046 shares of Solaris Energy Infrastructure worth $6.22M as of Q1 2026.
  • Ratan Capital Management sold 140,049 Solaris Energy Infrastructure shares in Q1 2026, an estimated $7.58M.
  • Solaris Energy Infrastructure made up 2.31% of Ratan Capital Management's portfolio in Q1 2026, its #15 holding.
  • Ratan Capital Management first reported a position in Solaris Energy Infrastructure in Q4 2025 and has held it in 2 quarters since.
  • Ratan Capital Management's Solaris Energy Infrastructure position peaked at $11.5M in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q1 2026.

Based on Ratan Capital Management's 13F filing for Q1 2026, filed 14 May 2026.