SK
RUN icon

Seth Klarman’s Sunrun RUN Stock Holding History

Seth Klarman’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
2018
Q1 		– Sell
-2,848,082
Closed -$16.8M – 34
2017
Q4 		$16.8M Hold
2,848,082
– – 0.17% 29
2017
Q3 		$15.8M Hold
2,848,082
– – 0.2% 31
2017
Q2 		$20.3M Hold
2,848,082
– – 0.23% 34
2017
Q1 		$15.4M Hold
2,848,082
– – 0.18% 39
2016
Q4 		$15.1M Hold
2,848,082
– – 0.2% 39
2016
Q3 		$17.9M Hold
2,848,082
– – 0.26% 36
2016
Q2 		$16.9M Hold
2,848,082
– – 0.23% 32
2016
Q1 		$18.5M Hold
2,848,082
– – 0.27% 27
2015
Q4 		$33.5M Buy
2,848,082
+1,677,172
+143% +$15.3M 0.61% 23
2015
Q3 		$12.1M Buy
+1,170,910
New +$12.6M 0.2% 36

Other funds holding RUN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Seth Klarman's RUN Position: Q1 2018 in Review

Seth Klarman sold out of Sunrun (RUN) in Q1 2018, closing a stake of 2,848,082 shares — an estimated $16.8M sold.

Seth Klarman first reported a position in RUN in Q3 2015 and held it in 10 quarters. The position peaked at $33.5M in Q4 2015. 121 funds tracked by Wall St. Rank hold RUN as of Q1 2018.

  • Seth Klarman reported no remaining Sunrun position as of Q1 2018 after selling out during the quarter.
  • Seth Klarman sold 2,848,082 Sunrun shares in Q1 2018, an estimated $16.8M.
  • Seth Klarman first reported a position in Sunrun in Q3 2015 and held it in 10 quarters.
  • Seth Klarman's Sunrun position peaked at $33.5M in Q4 2015.
  • 121 funds tracked by Wall St. Rank held Sunrun as of Q1 2018.

Based on Baupost Group's 13F filing for Q1 2018, filed 14 May 2018.