Position
Fidelity in Sunrun Inc.
Back to the book · All holders of RUN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $12M$2.30 → $4.27
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.27M | $10.8M | — | — | — | 0.0% |
| Q1 2026 | 6.08M | $14M | $2.30 | $1.3M | $1.86M | 0.0% |
| Q2 2026 | 7.34M | $31.3M | $4.27 | $12M | $5.38M | 0.0% |