SUNRUN INC · CUSIP 86771W105 · CIK 1768041
As of 2026-06-30, Greenvale Capital LLP reported 13.30M RUN (shares), valued at $178.01M, or 19.58% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 10.87%; reported value increased 9.40%, and weight changed +1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 19.58% | 13,304,181 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 17.84% | 12,000,000 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 18.48% | 10,718,963 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 18.54% | 13,408,562 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 10.02% | 13,700,000 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 8.64% | 15,150,116 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 10.22% | 13,500,000 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 9.93% | 8,983,207 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 9.35% | 11,750,000 | SEC filing ↗Filed Aug 21, 2024Amended |
| Q1 2024 | 9.86% | 9,750,000 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 13.87% | 8,300,000 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 8.12% | 7,200,000 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.12% | 7,200,000 | $90.43M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 13.87% | 8,300,000 | $162.93M | Shares increased 15.28%; reported value increased 80.17%, and weight changed +5.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 9.86% | 9,750,000 | $128.50M | Shares increased 17.47%; reported value decreased 21.13%, and weight changed -4.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 9.35% | 11,750,000 | $139.36M | Shares increased 20.51%; reported value increased 8.44%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 21, 2024 |
| Q3 2024 | 9.93% | 8,983,207 | $162.24M | Shares decreased 23.55%; reported value increased 16.42%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 10.22% | 13,500,000 | $124.88M | Shares increased 50.28%; reported value decreased 23.03%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 8.64% | 15,150,116 | $88.78M | Shares increased 12.22%; reported value decreased 28.91%, and weight changed -1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 10.02% | 13,700,000 | $112.07M | Shares decreased 9.57%; reported value increased 26.23%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 18.54% | 13,408,562 | $231.83M | Shares decreased 2.13%; reported value increased 106.87%, and weight changed +8.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 18.48% | 10,718,963 | $197.23M | Shares decreased 20.06%; reported value decreased 14.93%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 17.84% | 12,000,000 | $162.72M | Shares increased 11.95%; reported value decreased 17.50%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 19.58% | 13,304,181 | $178.01M | Shares increased 10.87%; reported value increased 9.40%, and weight changed +1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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