[SCHEDULE 13D/A] Solaris Energy Infrastructure, Inc. SEC Filing

Rhea-AI Filing Summary

Solaris Energy Infrastructure, Inc. (SEI) received an amended Schedule 13D/A from KTR Management Company, LLC and John Tuma updating their ownership and recent transactions.

On November 4, 2025, KTR converted 2,114,783 shares of Class B common stock and an equal number of Solaris LLC Units into 2,114,783 shares of Class A common stock, then sold 2,114,783 Class A shares at $50.15 per share.

After these transactions, the reporting persons beneficially own 2,000,000 shares of Class B common stock and the same number of Solaris LLC Units, representing 3.94% of the company’s Common Stock. This percentage is based on 50,802,385 shares of Common Stock, comprised of 48,802,385 Class A shares as of October 31, 2025 and 2,000,000 Class B shares held by KTR. The filing lists shared voting and dispositive power over 2,000,000 shares and no sole power.

Insights

Securities disclosure analyst

Ownership updated after a convert-and-sell; current stake 3.94%.

The amendment reports a convert-and-sell sequence: KTR exchanged 2,114,783 Class B shares with matching Solaris LLC Units for the same number of Class A shares, then sold 2,114,783 Class A at $50.15 per share on November 4, 2025. Such activity reduces the holder’s exchangeable units while monetizing part of the position.

Post-transaction, the reporting persons beneficially own 2,000,000 Class B shares and corresponding units, equating to 3.94% of Common Stock. Voting and dispositive power are listed as shared for 2,000,000 shares and zero sole power, clarifying control attributes.

The percentage base totals 50,802,385 Common shares, including 48,802,385 Class A as of October 31, 2025. Cash proceeds from the sale accrue to the selling holder; there is no indication of issuer proceeds.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 2)

Solaris Energy Infrastructure, Inc.

(Name of Issuer)

Class A Common Stock, par value $0.01 per share

(Title of Class of Securities)

83418M103

(CUSIP Number)

John Tuma
327 N. Commerce Street,
Centerville, TX, 75833
(909) 390-3962

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

11/04/2025

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. 83418M103

1

Name of reporting person

KTR Management Company, LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

TEXAS

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 2,000,000.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 2,000,000.00

11

Aggregate amount beneficially owned by each reporting person

2,000,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

3.94 %

14

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person:

(1) Represents 2,000,000 shares of Class B common stock, par value $0.00 per share ("Class B common stock"), of Solaris Energy Infrastructure, Inc., a Delaware corporation (the "Issuer"), and an equal number of units ("Solaris LLC Units") of Solaris Energy Infrastructure, LLC, a Delaware limited liability company ("Solaris LLC") and operating subsidiary of the Issuer, held by KTR Management Company, LLC, a Texas limited liability company ("KTR"). Shares of the Issuer's Class B common stock (together with a corresponding number of Solaris LLC Units) are exchangeable for shares of the Issuer's Class A common stock, par value $0.01 per share ("Class A common stock," and together with the Class B common stock, "Common Stock"), on a one-for-one basis. (2) The percentage calculation is based on an aggregate of 50,802,385 shares of Common Stock, which is comprised of (a) 48,802,385 shares of the Class A common stock as of October 31, 2025, as reported in the Issuer's most recent Quarterly Report on Form 10-Q, filed with the U.S. Securities and Exchange Commission (the "SEC") on November 6, 2025 and (b) 2,000,000 shares of the Class B common stock held by KTR.

SCHEDULE 13D

CUSIP No. 83418M103

1

Name of reporting person

John Tuma

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 2,000,000.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 2,000,000.00

11

Aggregate amount beneficially owned by each reporting person

2,000,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

3.94 %

14

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person:

(1) Represents 2,000,000 shares of Class B common stock, par value $0.00 per share ("Class B common stock") of Solaris Energy Infrastructure, Inc., a Delaware corporation (the "Issuer"), and an equal number of units ("Solaris LLC Units") of Solaris Energy Infrastructure, LLC, a Delaware limited liability company and operating subsidiary of the Issuer ("Solaris LLC"), held by KTR Management Company, LLC, a Texas limited liability company ("KTR"). Shares of Class B common stock (together with a corresponding number of Solaris LLC Units) are exchangeable for shares of the Issuer's Class A Common Stock, par value $0.01 per share ("Class A common stock," and together with shares of Class B common stock, the "Common Stock"), on a one-for-one basis. (2) The percentage calculation is based on an aggregate of 50,802,385 shares of Common Stock, which is comprised of (a) 48,802,385 shares of the Class A common stock as of October 31, 2025, as reported in the Issuer's most recent Quarterly Report on Form 10-Q, filed with the SEC on November 6, 2025 and (b) 2,000,000 shares of the Class B common stock held by KTR.

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Class A Common Stock, par value $0.01 per share
(b)	Name of Issuer: Solaris Energy Infrastructure, Inc.
(c)	Address of Issuer's Principal Executive Offices: 9651 Katy Freeway, Suite 300, Houston, TEXAS , 77024.
Item 3.	Source and Amount of Funds or Other Consideration
	On November 4, 2025, KTR (i) converted 2,114,783 shares of the Issuer's Class B common stock and an equal number of Solaris LLC Units into 2,114,783 shares of the Issuer's Class A common stock in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of Solaris LLC, dated as of May 11, 2017, as amended from time to time, pursuant to which Solaris LLC Units (together with a corresponding number of shares of the Issuer's Class B common stock) are exchangeable from time to time for shares of the Issuer's Class A common stock, and (ii) sold 2,114,783 shares of the Issuer's Class A common stock at a price per share of $50.15.
Item 5.	Interest in Securities of the Issuer
(a)	(a) - (b) The aggregate number and percentage of shares of Common Stock beneficially owned by each of the Reporting Persons and, for such Reporting Persons, the number of shares as to which there is sole power to vote or to direct the vote, shared power to vote or to direct the vote, sole power to dispose or to direct the disposition, or shared power to dispose or to direct the disposition are set forth on rows 7 through 11 and row 13 of the cover pages of this Schedule 13D/A and are incorporated herein by reference.
(c)	Except as set forth in this Schedule 13D/A, the Reporting Persons have not effected any transactions in the Common Stock during the past 60 days.
(d)	No person other than the Reporting Persons is known to have the right to receive, or the power to direct the receipt of dividends from, or proceeds from the sale of, the Issuer's securities beneficially owned by the Reporting Persons.
(e)	Not applicable.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

KTR Management Company, LLC

Signature:	/s/ John Tuma
Name/Title:	John Tuma/President
Date:	11/06/2025

John Tuma

Signature:	/s/ John Tuma
Name/Title:	John Tuma
Date:	11/06/2025

FAQ

What change did SEI’s Schedule 13D/A report for KTR Management and John Tuma?

It reported a conversion of 2,114,783 Class B shares (and units) into Class A and a sale of 2,114,783 Class A at $50.15 per share on November 4, 2025.

What is the current beneficial ownership of SEI reported by KTR and John Tuma?

They beneficially own 2,000,000 shares of Class B common stock and the same number of Solaris LLC Units, representing 3.94% of Common Stock.

What share counts were used to calculate the 3.94% stake in SEI?

An aggregate of 50,802,385 Common shares: 48,802,385 Class A as of October 31, 2025 and 2,000,000 Class B held by KTR.

Do the reporting persons have sole or shared voting power over SEI shares?

The filing lists shared voting and dispositive power over 2,000,000 shares and no sole power.

Are SEI’s Class B shares exchangeable into Class A shares?

Yes. Each Class B share, together with a corresponding Solaris LLC Unit, is exchangeable for one Class A share.

Did SEI receive any proceeds from the reported share sale?

No. The $50.15 per share sale proceeds relate to the selling holder; there is no issuer proceed.