Slate Path Capital’s Sunrun RUN Stock Holding History

Slate Path Capital’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 Q4	–	Sell	-2,733,850	Closed	-$47.3M	–	56
2025 Q3	$47.3M	Buy	+2,733,850	New	+$36.6M	0.73%	39

Other funds holding RUN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Slate Path Capital's RUN Position: Q4 2025 in Review

Slate Path Capital sold out of Sunrun (RUN) in Q4 2025, closing a stake of 2,733,850 shares — an estimated $47.3M sold.

Slate Path Capital first reported a position in RUN in Q3 2025 and held it in 1 quarter. The position peaked at $47.3M in Q3 2025. 410 funds tracked by Wall St. Rank hold RUN as of Q4 2025.

Slate Path Capital reported no remaining Sunrun position as of Q4 2025 after selling out during the quarter.
Slate Path Capital sold 2,733,850 Sunrun shares in Q4 2025, an estimated $47.3M.
Slate Path Capital first reported a position in Sunrun in Q3 2025 and held it in 1 quarter.
Slate Path Capital's Sunrun position peaked at $47.3M in Q3 2025.
410 funds tracked by Wall St. Rank held Sunrun as of Q4 2025.

Based on Slate Path Capital's 13F filing for Q4 2025, filed 17 Feb 2026.