OAG
RUN icon

Orbis Allan Gray’s Sunrun RUN Stock Holding History

Orbis Allan Gray’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
2025
Q1 		– Sell
-11,024,666
Closed -$102M – 84
2024
Q4 		$102M Sell
11,024,666
-222,484
-2% -$2.76M 0.55% 37
2024
Q3 		$203M Sell
11,247,150
-2,648,500
-19% -$47.1M 1.08% 32
2024
Q2 		$165M Sell
13,895,650
-335,632
-2% -$4.11M 1.03% 34
2024
Q1 		$188M Buy
14,231,282
+18,980
+0.1% +$261K 1.12% 33
2023
Q4 		$279M Buy
14,212,302
+215,050
+2% +$2.73M 1.75% 22
2023
Q3 		$176M Hold
13,997,252
– – 1.26% 25
2023
Q2 		$250M Buy
13,997,252
+828,313
+6% +$15.4M 1.79% 23
2023
Q1 		$265M Buy
13,168,939
+953,877
+8% +$22.3M 2.09% 19
2022
Q4 		$293M Hold
12,215,062
– – 2.33% 20
2022
Q3 		$337M Sell
12,215,062
-759,665
-6% -$23.6M 2.76% 16
2022
Q2 		$303M Buy
12,974,727
+2,261,929
+21% +$54.3M 2.44% 20
2022
Q1 		$325M Buy
10,712,798
+3,909,540
+57% +$109M 2.37% 18
2021
Q4 		$233M Buy
6,803,258
+2,344,953
+53% +$110M 1.73% 21
2021
Q3 		$196M Buy
4,458,305
+908,679
+26% +$43.4M 1.35% 26
2021
Q2 		$198M Buy
3,549,626
+3,527,647
+16,050% +$170M 1.25% 24
2021
Q1 		$1.33M Sell
21,979
-41,435
-65% -$2.88M 0.01% 61
2020
Q4 		$4.4M Buy
63,414
+45,395
+252% +$2.82M 0.03% 52
2020
Q3 		$1.39M Buy
+18,019
New +$848K 0.01% 54

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orbis Allan Gray's RUN Position: Q1 2025 in Review

Orbis Allan Gray sold out of Sunrun (RUN) in Q1 2025, closing a stake of 11,024,666 shares — an estimated $102M sold.

Orbis Allan Gray first reported a position in RUN in Q3 2020 and held it in 18 quarters. The position peaked at $337M in Q3 2022. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • Orbis Allan Gray reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 11,024,666 Sunrun shares in Q1 2025, an estimated $102M.
  • Orbis Allan Gray first reported a position in Sunrun in Q3 2020 and held it in 18 quarters.
  • Orbis Allan Gray's Sunrun position peaked at $337M in Q3 2022.
  • 365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Orbis Allan Gray's 13F filing for Q1 2025, filed 15 May 2025.