Greenvale Capital LLP: SUNRUN INC (RUN): Quarterly 13F Position History
As of Q1 2026, Greenvale Capital LLP reported 12,000,000 shares of SUNRUN INC (RUN), worth $162.7M and representing 17.8% of its 13F equity book. Quarter-over-quarter share count change: + 1,281,037 (+12.0%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 12,000,000Shares Held (Latest Filing)
- $162.7MReported Market Value (Latest Filing)
- 17.8%Portfolio Weight (% of 13F Equity Book)
- +1,281,037Quarter-over-Quarter Share Change
- -$34.5MQuarter-over-Quarter Value Change
- 15,150,116Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 12,000,000 | +1,281,037 | +12.0% | $162.7M | 17.8% | $13.6 |
| Q4 2025 | 10,718,963 | 2,689,599 | -20.1% | $197.2M | 18.5% | $18.4 |
| Q3 2025 | 13,408,562 | 291,438 | -2.1% | $231.8M | 18.5% | $17.3 |
| Q2 2025 | 13,700,000 | 1,450,116 | -9.6% | $112.1M | 10.0% | $8.2 |
| Q1 2025 | 15,150,116 | +1,650,116 | +12.2% | $88.8M | 8.6% | $5.9 |
| Q4 2024 | 13,500,000 | +4,516,793 | +50.3% | $124.9M | 10.2% | $9.3 |
| Q3 2024 | 8,983,207 | 2,766,793 | -23.5% | $162.2M | 9.9% | $18.1 |
| Q2 2024 | 11,750,000 | +2,000,000 | +20.5% | $139.4M | 10.0% | $11.9 |
| Q1 2024 | 9,750,000 | +1,450,000 | +17.5% | $128.5M | 9.9% | $13.2 |
| Q4 2023 | 8,300,000 | +1,100,000 | +15.3% | $162.9M | 13.9% | $19.6 |
| Q3 2023 | 7,200,000 | +950,000 | +15.2% | $90.4M | 8.1% | $12.6 |
| Q2 2023 | 6,250,000 | +400,000 | +6.8% | $111.6M | 8.5% | $17.9 |
| Q1 2023 | 5,850,000 | +1,950,000 | +50.0% | $117.9M | 9.2% | $20.1 |
| Q4 2022 | 3,900,000 | +1,330,000 | +51.8% | $93.7M | 9.1% | $24.0 |
| Q3 2022 | 2,570,000 | 830,000 | -24.4% | $70.9M | 8.9% | $27.6 |
| Q2 2022 | 3,400,000 | +1,300,000 | +61.9% | $79.4M | 9.6% | $23.4 |
| Q1 2022 | 2,100,000 | — | — | $63.8M | 8.1% | $30.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Greenvale Capital LLP first disclose a RUN position in 13F-HR filings?
Greenvale Capital LLP first reported SUNRUN INC (RUN) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was Greenvale Capital LLP's most recent quarter-over-quarter share-count change in RUN?
Between Q4 2025 and Q1 2026, Greenvale Capital LLP added 1,281,037 shares of RUN (+12.0%), bringing the total reported position to 12,000,000 shares at a market value of $162.7M.
Does the implied price-per-share represent Greenvale Capital LLP's cost basis in RUN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.