MCM
RUN icon

Masters Capital Management’s Sunrun RUN Stock Holding History

Masters Capital Management’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
Q2 		$6.69M Hold
500,000
– – 0.17% 66
2026
Q1 		$6.78M Buy
+500,000
New +$8.32M 0.22% 70
2025
Q1 		– Sell
-1,000,000
Closed -$8.24M – 90
2024
Q4 		$9.25M Buy
1,000,000
+500,000
+100% +$6.21M 0.34% 60
2024
Q3 		$9.03M Sell
500,000
-475,000
-49% -$8.44M 0.44% 46
2024
Q2 		$11.6M Sell
975,000
-25,000
-3% -$306K 0.65% 47
2024
Q1 		$13.2M Hold
1,000,000
– – 0.47% 45
2023
Q4 		$19.6M Buy
+1,000,000
New +$12.7M 0.8% 31

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Masters Capital Management's RUN Position: Q2 2026 in Review

Masters Capital Management held its Sunrun (RUN) position steady in Q2 2026 at 500,000 shares worth $6.69M. The position accounts for 0.17% of the portfolio, ranked #66.

Masters Capital Management first reported a position in RUN in Q4 2023 and has held it in 7 quarters since. The position peaked at $19.6M in Q4 2023. 395 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Masters Capital Management held 500,000 shares of Sunrun worth $6.69M as of Q2 2026.
  • Masters Capital Management left its Sunrun share count unchanged in Q2 2026.
  • Sunrun made up 0.17% of Masters Capital Management's portfolio in Q2 2026, its #66 holding.
  • Masters Capital Management first reported a position in Sunrun in Q4 2023 and has held it in 7 quarters since.
  • Masters Capital Management's Sunrun position peaked at $19.6M in Q4 2023.
  • 395 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Masters Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.