TWO SIGMA INVESTMENTS, LP
Position in SHLS — Shoals Technologies Group, Inc.
CIK 1179392
NEW YORK, NY
Position in SHLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,177,243
-$999,819 QoQ
Shares Held
330,888
-11.5% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Derivatives in SHLS
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$396,090
PutShares
16,300
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $513,122,741 across 12 Solar names. SHLS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENPH |
Enphase Energy, Inc.
|
5,476,240 | $207,056,634 | |
| 2 | SEDG |
Solaredge Technologies, Inc.
|
2,231,899 | $113,938,443 | |
| 3 | RUN |
Sunrun Inc.
|
7,792,810 | $105,670,503 | |
| 4 | FSLR |
First Solar, Inc.
|
155,482 | $30,670,379 | |
| 5 | CSIQ |
Canadian Solar Inc.
|
2,198,303 | $30,446,496 | |
| 6 | JKS |
JinkoSolar Holding Co., Ltd.
|
638,309 | $16,219,431 | |
| 7 | ARRY |
Array Technologies, Inc.
|
602,559 | $4,356,501 | |
| 8 | SHLS |
Shoals Technologies Group, Inc.
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|
330,888 | $2,177,243 |
All Filings in SHLS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,177,243 | 330,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,177,062 | 373,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,710,941 | 365,849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,241,216 | 527,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $648,488 | 195,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,636,467 | 657,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,624,554 | 467,835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,919,155 | 1,910,121 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $7,919,305 | 309,832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,356,005 | 59,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,432,950 | 220,225 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,331,947 | 108,211 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $396,090 | 16,300 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $214,676 | 7,700 | Call | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||