Arnold Van Den Berg - Century Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    133
Portfolio value:    $436,153,108
Holdings Activity Buys Sells    History
Holding/activity history for  Solaris Energy Infrastructure, Inc. (SEI)
← All SEI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,868 0.19 Reduce 3.86% <0.01 $44.61–70.17 · VW $54.49i $840,191 SEC
2025   Q4 15,465 0.16 Reduce 2.19% <0.01 $38.50–57.17 · VW $48.11i $710,930 SEC
2025   Q3 15,811 0.16 Reduce 40.81% 0.09 $24.57–47.26 · VW $33.56i $631,969 SEC
2025   Q2 26,712 0.21 $28.29 $755,685 SEC
2025   Q1 26,712 0.18 Reduce 1.79% <0.01 $14.72–39.03 · VW $26.42i $581,255 SEC
2024   Q4 27,200 0.23 Reduce 0.15% <0.01 $12.78–32.61 · VW $23.23i $782,818 SEC
2024   Q3 27,240 0.10 Reduce 27.22% 0.03 $8.24–14.29 · VW $12.01i $347,583 SEC
2024   Q2 37,426 0.10 Add 0.11% <0.01 $8.09–9.66 · VW $8.80i $321,116 SEC
2024   Q1 37,386 0.10 Reduce 3.61% <0.01 $6.59–8.95 · VW $7.86i $324,137 SEC
2023   Q4 38,787 0.10 Add 0.22% <0.01 $7.55–10.69 · VW $8.63i $308,745 SEC
2023   Q3 38,702 0.14 Add 0.15% <0.01 $7.93–11.32 · VW $10.44i $412,564 SEC
2023   Q2 38,644 0.12 Add 17.17% 0.02 $7.15–9.30 · VW $7.99i $321,904 SEC
2023   Q1 32,980 0.10 $8.54 $281,649 SEC
2022   Q4 32,980 0.12 Add 0.64% <0.01 $9.22–13.75 · VW $11.14i $327,491 SEC
2022   Q3 32,770 0.09 $9.37 $307,000 SEC
2022   Q2 32,770 0.10 Add 0.35% <0.01 $9.70–14.61 · VW $12.07i $357,000 SEC
2022   Q1 32,655 0.08 Add 1.37% <0.01 $6.60–12.10 · VW $9.42i $369,000 SEC
2021   Q4 32,215 0.04 Buy 0.04 $6.11–8.86 · VW $7.26i $211,000 SEC
Price snapshot:
Current price$67.15
Avg. buy price$6.91
+/- since buy872.34%
52-week low$24.32
52-week high$86.19