SunPower
SPWR on Nasdaq. Market value $65m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 76 funds in all.
Largest holders overall
- Vanguard Capital Management$3mAdded
- Carlyle Group$2mAdded
- Polar Asset Management Partners$1m
- Ardsley Advisory Partners LP$973,261Added
- DDD Partners$947,006Added
- Prelude Capital Management$876,058Added
- BlackRock$861,860Cut
- Renaissance Technologies$748,103Cut
- Westerly Capital Management$687,300Added
- Alyeska Investment Group, L.P.$577,041
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Thurman J. RodgersInsider or founderat least 19.5%−19.9 pts(filed with 5 related holders)Since 4 September 2026
What they said
The information set forth in Items 3 and 5 is hereby incorporated by reference in its entirety in this Item 4. As a director and officer and affiliate of the Issuer, Mr. Rodgers may have influence over the corporate activities of the Issuer; including activities which may relate…
Read the filing - The Vallejo Ventures Trust U/T/A 2/12/96Passive investorat least 14.0%(filed with 4 related holders)Since 4 September 2026
- Michael A. BegoPassive investorat least 9.3%(filed with 8 related holders)Since 1 July 2024
- Crosslink Capital, Inc.Passive investorat least 6.2%(filed with 1 related holder)Since 4 September 2026
- Alyeska Investment Group, L.P.Passive investorat least 4.7%−4.4 pts(filed with 2 related holders)Since 30 June 2026
- Carlyle Group Inc.Passive investorat least 4.4%−1.0 pts(filed with 15 related holders)Since 30 June 2026
- Polar Asset Management Partners Inc.Passive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
Thurman J. Rodgers Insider or founder | at least 19.5%−19.9 pts (filed with 5 related holders) | 4 September 2026 | What they saidThe information set forth in Items 3 and 5 is hereby incorporated by reference in its entirety in this Item 4. As a director and officer and affiliate of the Issuer, Mr. Rodgers may have influence over the corporate activities of the Issuer; including activities which may relate… Read the filing |
The Vallejo Ventures Trust U/T/A 2/12/96 Passive investor | at least 14.0% (filed with 4 related holders) | 4 September 2026 | |
Michael A. Bego Passive investor | at least 9.3% (filed with 8 related holders) | 1 July 2024 | |
Crosslink Capital, Inc. Passive investor | at least 6.2% (filed with 1 related holder) | 4 September 2026 | |
Alyeska Investment Group, L.P. Passive investor | at least 4.7%−4.4 pts (filed with 2 related holders) | 30 June 2026 | |
Carlyle Group Inc. Passive investor | at least 4.4%−1.0 pts (filed with 15 related holders) | 30 June 2026 | |
Polar Asset Management Partners Inc. Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $0 of shares on the open market. 1 sold $62,500.
- Gishen AdamDirectorSold
- Date
- 9 September 2026
- Shares
- 70,000
- Price
- $0.31
- Value
- $21,700
- Rodgers Thurman JChief Executive Officer, DirectorBought
- Date
- 1 July 2026
- Shares
- 7,859,436
- Price
- n/a
- Value
- n/a
- MCCRANIE J DANIELDirectorBought
- Date
- 1 July 2026
- Shares
- 93,650
- Price
- n/a
- Value
- n/a
- Gishen AdamDirectorSold
- Date
- 23 October 2025
- Shares
- 20,000
- Price
- $2.04
- Value
- $40,800
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 9 September 2026 | Gishen Adam Director | Sold | 70,000 | $0.31 | $21,700 |
| 1 July 2026 | Rodgers Thurman J Chief Executive Officer, Director | Bought | 7,859,436 | n/a | n/a |
| 1 July 2026 | MCCRANIE J DANIEL Director | Bought | 93,650 | n/a | n/a |
| 23 October 2025 | Gishen Adam Director | Sold | 20,000 | $2.04 | $40,800 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.