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Equibles

Graham Capital Management, L.P.

Position in RUN — Sunrun Inc.

CIK 1315421 ROWAYTON, CT
Back to RUN Full portfolio

Position in RUN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$201,636
-$126,624 QoQ
Shares Held
15,070
-37.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 396 holders
Holding Since
Mar 2021
13 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 Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$30,511,663
PutShares
1,764,700

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

Graham Capital Management, L.P. holds $33,882,754 across 4 Solar names. RUN ranks #4 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSLR
First Solar, Inc.
 99,200 $23,407,232
2 ENPH
Enphase Energy, Inc.
 199,018 $9,799,646
3 SEDG
Solaredge Technologies, Inc.
 8,115 $474,240
4 RUN
Sunrun Inc.
This page 		15,070 $201,636

All Filings in RUN

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $201,636 15,070
2026-03-31 $328,260 24,208
2025-09-30 $30,511,663 1,764,700
2025-06-30 $543,053 66,388
2025-06-30 $19,449,586 2,377,700
2024-06-30 $881,779 74,349
2023-09-30 $142,618 11,355
2023-03-31 $558,779 27,731
2022-12-31 $3,758,961 156,493
2022-09-30 $3,547,163 128,567
2022-06-30 $2,074,741 88,816
2021-09-30 $3,299,912 74,998
2021-06-30 $6,536,411 117,182
2021-03-31 $2,976,644 49,217