Maple Rock Capital Partners’s Sunrun RUN Stock Holding History

Maple Rock Capital Partners’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.7M	Sell	3,002,100 -2,320,848	-44%	-$38.6M	1.32%	25
2025 Q4	$97.9M	Sell	5,322,948 -2,116,900	-28%	-$40.6M	3.24%	8
2025 Q3	$129M	Sell	7,439,848 -692,800	-9%	-$9.27M	5.08%	4
2025 Q2	$66.5M	Buy	8,132,648 +3,974,464	+96%	+$31.3M	3.26%	9
2025 Q1	$24.4M	Buy	4,158,184 +560,584	+16%	+$4.62M	0.89%	29
2024 Q4	$33.3M	Buy	3,597,600 +1,732,000	+93%	+$21.5M	1%	24
2024 Q3	$33.7M	Buy	1,865,600 +10,600	+0.6%	+$188K	0.95%	23
2024 Q2	$22M	Hold	1,855,000	–	–	0.75%	30
2024 Q1	$24.4M	Buy	1,855,000 +700,000	+61%	+$9.62M	1.36%	26
2023 Q4	$22.7M	Buy	+1,155,000	New	+$14.7M	1.29%	29

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Maple Rock Capital Partners's RUN Position: Q1 2026 in Review

Maple Rock Capital Partners reduced its Sunrun (RUN) stake by 44% in Q1 2026, selling an estimated $38.6M and leaving 3,002,100 shares worth $40.7M. The position accounts for 1.32% of the portfolio, ranked #25.

Maple Rock Capital Partners first reported a position in RUN in Q4 2023 and has held it in 10 quarters since. The position peaked at $129M in Q3 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

Maple Rock Capital Partners held 3,002,100 shares of Sunrun worth $40.7M as of Q1 2026.
Maple Rock Capital Partners sold 2,320,848 Sunrun shares in Q1 2026, an estimated $38.6M.
Sunrun made up 1.32% of Maple Rock Capital Partners's portfolio in Q1 2026, its #25 holding.
Maple Rock Capital Partners first reported a position in Sunrun in Q4 2023 and has held it in 10 quarters since.
Maple Rock Capital Partners's Sunrun position peaked at $129M in Q3 2025.
397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Maple Rock Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.