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Equibles

D. E. Shaw & Co., Inc.

Position in RUN — Sunrun Inc.

CIK 1009207 New York, NY
Back to RUN Full portfolio

Position in RUN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$136,838,864
+$38,375,678 QoQ
Shares Held
10,227,120
+40.8% QoQ
Ownership
4.25%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#7
of 394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in RUN Over Time

Shares Held

Position Value (USD)

Derivatives in RUN

reported options exposure · as of Jun 30, 2026
CallValue
$9,289,734
CallShares
694,300
PutValue
$2,309,388
PutShares
172,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Solar

Technology · as of Jun 30, 2026

D. E. Shaw & Co., Inc. holds $546,780,214 across 9 Solar names. RUN ranks #2 (25.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSLR
First Solar, Inc.
 1,319,431 $311,332,938
2 RUN
Sunrun Inc.
This page 		10,227,120 $136,838,864
3 CSIQ
Canadian Solar Inc.
 3,826,650 $61,302,932
4 ENPH
Enphase Energy, Inc.
 661,058 $32,550,495
5 ARRY
Array Technologies, Inc.
 424,092 $3,142,521
6 SHLS
Shoals Technologies Group, Inc.
 142,207 $1,407,849
7 TYGO
Tigo Energy, Inc.
 87,818 $204,615
8 ZEO
Zeo Energy Corp.
 125,000 $0

All Filings in RUN

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,309,388 172,600
2026-06-30 $9,289,734 694,300
2026-06-30 $136,838,864 10,227,120
2026-03-31 $98,463,186 7,261,297
2026-03-31 $7,380,708 544,300
2026-03-31 $2,485,548 183,300
2025-12-31 $26,928,400 1,463,500
2025-12-31 $24,008,320 1,304,800
2025-12-31 $182,278,642 9,906,448
2025-09-30 $27,197,170 1,573,000
2025-09-30 $164,977,237 9,541,772
2025-09-30 $22,648,171 1,309,900
2025-06-30 $9,827,452 1,201,400
2025-06-30 $8,745,238 1,069,100
2025-06-30 $12,314,769 1,505,473
2025-03-31 $4,245,570 724,500
2025-03-31 $6,281,334 1,071,900
2024-12-31 $531,440 57,453
2024-12-31 $8,309,275 898,300
2024-12-31 $8,198,275 886,300
2024-09-30 $17,469,438 967,300
2024-09-30 $673,782 37,308
2024-09-30 $14,066,934 778,900
2024-06-30 $19,501,398 1,644,300
2024-06-30 $15,960,002 1,345,700
2024-03-31 $16,871,718 1,280,100
2024-03-31 $3,940,015 298,939
2024-03-31 $18,110,638 1,374,100
2023-12-31 $86,661,816 4,414,764
2023-12-31 $10,095,709 514,300
2023-12-31 $16,412,643 836,100
2023-09-30 $7,073,792 563,200
2023-09-30 $14,907,464 1,186,900
2023-09-30 $4,593,053 365,689
2023-06-30 $9,658,688 540,800
2023-06-30 $10,671,350 597,500
2023-06-30 $1,553,855 87,002
2023-03-31 $1,631,122 80,949
2023-03-31 $13,861,185 687,900
2023-03-31 $10,810,475 536,500
2022-12-31 $10,482,328 436,400
2022-12-31 $19,213,598 799,900
2022-12-31 $24,886,088 1,036,057
2022-09-30 $17,260,304 625,600
2022-09-30 $11,031,061 399,821
2022-09-30 $4,668,228 169,200
2022-06-30 $19,802,272 847,700
2022-06-30 $2,912,992 124,700
2022-06-30 $10,407,977 445,547
2022-03-31 $128,476,731 4,230,383

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