Driehaus Capital Management 13F: Adds $30M to SEI Stake
The investment firm grew its stake in Solaris Energy Infrastructure by over 400,000 shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Driehaus Capital Management added 400,453 shares to its stake in Solaris Energy Infrastructure, Inc. ($SEI), a 32.62% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 1,628,174 shares worth $123.86 million at the end of the quarter.
Since the filing, $SEI is down 5.5% after 1 week, down 0.5% after 1 month and down 19.9% to date (from the $78.29 close on May 15, 2026).
Find the original: Driehaus Capital Management 13F filings on SEC EDGAR
SEI
Solaris Energy Infrastructure, Inc.
Key Points
- Driehaus Capital Management boosted its stake in Solaris Energy Infrastructure, Inc. (NYSE: SEI) by 32.6% during the period.
- The fund added 400,453 shares to end the period with 1,628,174 shares valued at roughly $123.9 million, according to its latest Form 13F filing with the SEC.
- Solaris Energy Infrastructure trades near $76.07 per share, backed by a strong buy analyst consensus and multiple target price increases.
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Driehaus Capital Grows Stake in Solaris Energy Infrastructure
Driehaus Capital Management expanded its investment portfolio by raising its stake in Solaris Energy Infrastructure, Inc. (NYSE: SEI) during the period ended May 15, 2026. According to a Form 13F filing with the Securities and Exchange Commission, the firm picked up 400,453 shares. This backward-looking filing reflects holdings as of the reporting date and might not show current positions.
Position Growth Details
The purchase expanded the firm's prior holding of 1,227,721 shares by 32.6%. That increase brought Driehaus Capital's ending share count to 1,628,174 shares. Based on the valuation rules of the filing, the total stake reached approximately $123.9 million.
Stock Performance and Moving Averages
Shares of Solaris Energy Infrastructure trade around $76.07, sitting well above their 50-day moving average of $58.72 and their 200-day moving average of $60.52. The stock has traded inside a 52-week range spanning from $35.40 to $86.19.
Recent Earnings Highlights
For its recent operational period, Solaris Energy Infrastructure reported total revenue of $762.18 million with a revenue growth rate of 46.9%. The company posted an earnings per share figure of $0.79, accompanied by a net margin of 7.2% and a return on equity of 8.1%. Investors look ahead to the next earnings release scheduled for November 2, 2026.
Dividend Payout Details
The company distributes an annual dividend of $0.48 per share, giving investors a dividend yield of 0.69% alongside a payout ratio of 60.8%.
Wall Street Analyst Updates
Several financial firms adjusted their outlooks on the stock recently. On September 28, 2026, Barclays maintained an Overweight rating and lifted its target to $116.00 from $90.00. Earlier on September 24, 2026, Citigroup maintained a Buy rating with a target of $100.00, up from $84.00, while Stifel kept a Buy rating and moved its target to $101.00. Needham maintained a Buy rating on September 15, 2026, setting a $104.00 target, and Raymond James kept an Outperform rating on September 9, 2026, raising its target to $96.00.
About Solaris Energy Infrastructure
Solaris Energy Infrastructure, Inc. builds modular equipment for power generation, control, and distribution, serving oil and natural gas well completions as well as commercial and industrial clients. Headquartered in Houston, Texas, the company operates through specialized power and logistics segments to support energy and data center needs.
Outlook and Next Steps
Market participants continue to monitor institutional moves and analyst revisions as the company heads toward its upcoming earnings report in November. Filing disclosures provide a historical window into portfolio strategies rather than real-time trading data.
Related Filing Alerts
Source: Driehaus Capital Management's 13F filing on $SEI (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Driehaus Capital Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts