Sunrun’s Solar Soar: A Tale of Sunshine and Sell-Offs

The Dallas-based fund, known for its restraint, filed its 13F with all the drama of a butler announcing tea. Their Sunrun stake dwindled to 1.7 million shares ($29.4M), now constituting a mere 4% of their reportable assets. One suspects they found the solar darling’s 61% annual rally somewhat vulgar – the sort of exuberance best left to day traders and debutantes.







