BWC
MRP

Blue Whale Capital’s Millrose Properties Inc MRP Stock Holding History

Blue Whale Capital’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 		– Sell
-834,287
Closed -$24.9M – 29
2025
Q4 		$24.9M Sell
834,287
-1,432,857
-63% -$44.9M 1.28% 22
2025
Q3 		$76.2M Buy
2,267,144
+1,068,075
+89% +$34.5M 4.21% 10
2025
Q2 		$34.2M Buy
1,199,069
+609,083
+103% +$16.1M 2.24% 17
2025
Q1 		$15.6M Buy
+589,986
New +$13.8M 1.27% 20

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

Blue Whale Capital's MRP Position: Q1 2026 in Review

Blue Whale Capital sold out of Millrose Properties Inc (MRP) in Q1 2026, closing a stake of 834,287 shares — an estimated $24.9M sold.

Blue Whale Capital first reported a position in MRP in Q1 2025 and held it in 4 quarters. The position peaked at $76.2M in Q3 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Blue Whale Capital reported no remaining Millrose Properties Inc position as of Q1 2026 after selling out during the quarter.
  • Blue Whale Capital sold 834,287 Millrose Properties Inc shares in Q1 2026, an estimated $24.9M.
  • Blue Whale Capital first reported a position in Millrose Properties Inc in Q1 2025 and held it in 4 quarters.
  • Blue Whale Capital's Millrose Properties Inc position peaked at $76.2M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.