Situational Awareness LP reduces SEI holdings to 1.1 million shares after a 46% six-month stock rally and strong revenue growth.
Leopold Aschenbrenner’s Situational Awareness LP slashed its Solaris Energy Infrastructure Inc (NYSE:SEI) position by 40% in Q1 2026, trimming holdings to 1.1 million shares. The move follows a 62% stake increase in Q4 2025 and a 46% stock surge over the past six months.
Solaris reported Q1 2026 revenue of $196.2 million, up 55.3% year-over-year, driven by demand for mobile power infrastructure amid AI-driven grid bottlenecks. The company’s equipment solutions address interconnect queues for industrial and digital projects.
SEI’s stock performance and revenue growth reflect its role in powering AI and energy infrastructure, though the fund’s reduced stake signals a shift in positioning.