Solaris Oilfield InfrastructureSOI
Market Cap: $347M
About: Solaris Oilfield Infrastructure Inc provides oilfield products, services and infrastructure to enhance drilling, completions, efficiency and safety in North American shale plays. It designs and manufactures equipment, provides software solutions, last mile and mobilization logistics services and field technician support to E&P and oilfield service companies. The company provides Mobile Proppant Management Systems, Automated Control Systems, Solaris Software Suite and other products and services to its customers.
Employees: 338
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
1,386% more call options, than puts
Call options by funds: $104K | Put options by funds: $7K
3% less funds holding
Funds holding: 133 [Q1] → 129 (-4) [Q2]
11% less capital invested
Capital invested by funds: $228M [Q1] → $202M (-$25.9M) [Q2]
12.1% less ownership
Funds ownership: 89.77% [Q1] → 77.67% (-12.1%) [Q2]
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
22% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 51
Research analyst outlook
We haven’t received any recent analyst ratings for SOI.