Position
Marex Group plc 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 $171.3K$5.86 → $13.56
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2022 | 288.2K | $6.92M | — | — | — | 1.0% |
| Q1 2023 | 326.3K | $6.57M | $20.15 | −$1.12M | $767.2K | 0.9% |
| Q2 2023 | 355.8K | $6.35M | $17.86 | −$747.2K | $527.4K | 1.1% |
| Q3 2023 | 419.5K | $5.27M | $12.56 | −$1.89M | $799.8K | 0.7% |
| Q4 2023 | 442.9K | $8.69M | $19.63 | $2.97M | $460.3K | 0.3% |
| Q1 2024 | 397.2K | $5.23M | $13.18 | −$2.56M | −$898.5K | 0.2% |
| Q2 2024 | 332.2K | $3.94M | $11.86 | −$438.5K | −$856.1K | 0.1% |
| Q3 2024 | 426.5K | $7.7M | $18.06 | $2.06M | $1.7M | 0.2% |
| Q4 2024 | 364.3K | $3.37M | $9.25 | −$3.21M | −$1.12M | 0.1% |
| Q1 2025 | 388.7K | $2.28M | $5.86 | −$1.24M | $142.8K | 0.0% |
| Q1 2026 | 22.2K | $301.6K | $13.56 | $171.3K | −$2.15M | 0.0% |