Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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
2019   Q2 0 0.00 Sell 100.00% 0.01 $13.86–19.31 · VW $16.70i SEC
2019   Q1 35,148 0.01 Reduce 78.41% 0.02 $12.80–17.60 · VW $15.55i $578,000 SEC
2018   Q4 162,822 0.03 Reduce 63.60% 0.06 $10.50–19.20 · VW $13.96i $1,969,000 SEC
2018   Q3 447,336 0.10 $18.89 $8,450,000 SEC
2018   Q2 447,336 0.07 Add 19.29% 0.01 $13.47–20.18 · VW $16.54i $6,392,000 SEC
2018   Q1 375,000 0.08 Buy 0.08 $15.70–23.98 · VW $18.90i $6,210,000 SEC
2017   Q4 0 0.00 Sell 100.00% 0.05 $14.03–22.01 · VW $17.19i SEC
2017   Q3 222,500 0.05 Buy 0.05 $11.04–17.72 · VW $13.83i $3,878,000 SEC
Price snapshot:
Current price$67.15
52-week low$24.32
52-week high$86.19