Balyasny Asset Management
MRP

Balyasny Asset Management’s Millrose Properties Inc MRP Stock Holding History

Balyasny Asset Management’s Portfolio MRP Stock Details MRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.9M Buy
+282,058
New +$8.49M 0.01% 1142
2025
Q3 		– Sell
-9,753
Closed -$278K – 3558
2025
Q2 		$278K Buy
+9,753
New +$258K ﹤0.01% 2498

Other funds holding MRP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's MRP Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Millrose Properties Inc (MRP) in Q1 2026: 282,058 shares worth $7.9M. The stake represents 0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in MRP as recently as Q2 2025.

Balyasny Asset Management first reported a position in MRP in Q2 2025 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Balyasny Asset Management held 282,058 shares of Millrose Properties Inc worth $7.9M as of Q1 2026.
  • Millrose Properties Inc was a new Balyasny Asset Management position in Q1 2026.
  • Millrose Properties Inc made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1142 holding.
  • Balyasny Asset Management first reported a position in Millrose Properties Inc in Q2 2025 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.