SCM
RUN icon

SIR Capital Management’s Sunrun RUN Stock Holding History

SIR 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
2025
Q1 		– Sell
-181,959
Closed -$1.68M – 93
2024
Q4 		$1.68M Sell
181,959
-120,378
-40% -$1.5M 0.17% 63
2024
Q3 		$5.46M Sell
302,337
-162,251
-35% -$2.88M 0.53% 48
2024
Q2 		$5.51M Sell
464,588
-1,091,288
-70% -$13.4M 0.55% 57
2024
Q1 		$20.5M Buy
1,555,876
+1,455,511
+1,450% +$20M 2.06% 19
2023
Q4 		$1.97M Buy
+100,365
New +$1.27M 0.2% 62

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

SIR Capital Management's RUN Position: Q1 2025 in Review

SIR Capital Management sold out of Sunrun (RUN) in Q1 2025, closing a stake of 181,959 shares — an estimated $1.68M sold.

SIR Capital Management first reported a position in RUN in Q4 2023 and held it in 5 quarters. The position peaked at $20.5M in Q1 2024. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • SIR Capital Management reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • SIR Capital Management sold 181,959 Sunrun shares in Q1 2025, an estimated $1.68M.
  • SIR Capital Management first reported a position in Sunrun in Q4 2023 and held it in 5 quarters.
  • SIR Capital Management's Sunrun position peaked at $20.5M in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on SIR Capital Management's 13F filing for Q1 2025, filed 15 May 2025.