Which superinvestors hold Solaris Energy Infrastructur (SEI)?

Per the latest SEC 13F filings, 2 superinvestors hold Solaris Energy Infrastructur (SEI): Polen Capital, Arnold Van Den Berg. Combined value held is about $5.6M, with Polen Capital the largest holder.

Solaris Energy Infrastructur

Held by 2 superinvestors (SEI).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Valuation

Valuation · two methods

Earnings Power & Asset Floor

Two intrinsic-value methods and a tangible asset floor — deterministic, not price forecasts or recommendations.

This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

2 superinvestors hold it · $5.6M combined

This quarter1 added1 trimmed

Largest holder Polen Capital

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

Next · is it cheap

Want to see which stocks look cheap against a conservative value band?

Browse all valued stocks, ranked by value band

Superinvestors Holding This Security

Investor	Value	Shares	Weight (prev→now)
Polen Capital	$4.7M	83,675	0.0% → 0.0% ▲
Arnold Van Den Berg	$840,191	14,868	0.2% → 0.2% ▼

Polen Capital
Value$4.7MWeight (prev→now)0.0% → 0.0% ▲
Arnold Van Den Berg
Value$840,191Weight (prev→now)0.2% → 0.2% ▼

Ownership overview

Solaris Energy Infrastructur (SEI) is held by 2 of the superinvestors tracked on Compounder, with a combined $5.6M in reported 13F value. The largest position belongs to Polen Capital, where it makes up 0.0% of the portfolio.

Other notable holders by value include Arnold Van Den Berg (0.2% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in SEI, 1 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 1 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker: SEI
Total value held: $5.6M
Largest holder: Polen Capital
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

Stay Updated

Curated 13F moves and valuation insights, straight to your inbox.