PlusTick Management opened a new position in Sunrun (NASDAQ:RUN) during the fourth quarter, acquiring 500,000 shares worth $9.20 million, according to a February 17, 2026, SEC filing.

According to a filing with the Securities and Exchange Commission dated February 17, 2026, PlusTick Management initiated a new position in Sunrun by purchasing 500,000 shares. The quarter-end value of the stake increased by $9.20 million, which incorporates both the purchase and any price movement in the period.

This was a new position for PlusTick Management; the stake accounted for 4.07% of the fund's reportable assets as of December 31, 2025.

Top holdings after the filing:

NASDAQ: SATS: $39,675,500 (17.6% of AUM)

NASDAQ: NN: $34,375,212 (15.2% of AUM)

NASDAQ: APLD: $24,520,000 (10.8% of AUM)

NASDAQ: INOD: $16,813,500 (7.4% of AUM)

NASDAQ: NBIS: $11,300,175 (5.0% of AUM)

As of Friday, Sunrun shares were priced at $12.22, up 82% over the past year and well outperforming the S&P 500’s roughly 15% gain in the same period.

Metric

Value

Price (as of Friday)

$12.22

Market Capitalization

$2.9 billion

Revenue (TTM)

$3 billion

Net Income (TTM)

($449.9 million)

Sunrun offers residential solar energy systems, battery storage, and related products, with revenue generated from system sales, installations, and ongoing maintenance services.

The firm operates a direct-to-consumer business model, utilizing multiple sales channels including online, retail, field marketing, and partnerships to acquire and serve customers.

It targets residential homeowners in the United States as its primary customer base.

Sunrun delivers residential solar and battery storage solutions to U.S. homeowners through a direct-to-consumer model. Sunrun is a leading provider of residential solar and battery storage solutions in the United States, leveraging a large-scale direct sales network and diversified product offerings. The company’s strategy centers on expanding the adoption of distributed solar energy by providing end-to-end solutions, from system design through installation and maintenance. Sunrun’s integrated approach and strong brand presence position it as a key player in the transition to renewable energy for U.S. households.

Sunrun delivered nearly $3 billion in revenue in 2025 and generated positive cash flow that it expects to continue this year. That is a meaningful pivot for a business that, not long ago, was defined by capital intensity and skepticism around profitability. At the same time, however, key metrics like subscriber growth and value creation have softened, suggesting the next phase will require tighter execution rather than just expansion. And that’s starting to reflect in the firm’s performance this year, with shares down 34% after this latest bout of earnings was released.

Within this portfolio, the position sits alongside smaller-cap, growth-oriented names, reinforcing the idea that this is a high-conviction but still opportunistic bet. It’s not the largest holding, but it is big enough to matter. Ultimately, it seems like Sunrun is starting to look like a scaled platform with real cash generation, which changes how investors should think about it.

Before you buy stock in Sunrun, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Sunrun wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!*

Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of March 21, 2026.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

This $9 Million Solar Bet Lands Amid an 82% Stock Surge and $3 Billion Revenue Year was originally published by The Motley Fool