Brave Warrior Advisors’s Millrose Properties Inc MRP Stock Holding History

Brave Warrior Advisors’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 Q2	$181M	Sell	6,030,725 -2,485,172	-29%	-$71.9M	3.95%	13
2026 Q1	$238M	Sell	8,515,897 -84,327	-1%	-$2.54M	5.9%	7
2025 Q4	$257M	Buy	8,600,224 +3,224,632	+60%	+$101M	6.02%	6
2025 Q3	$181M	Sell	5,375,592 -2,486,098	-32%	-$80.3M	4.19%	13
2025 Q2	$224M	Sell	7,861,690 -97,123	-1%	-$2.57M	5.14%	10
2025 Q1	$211M	Buy	+7,958,813	New	+$186M	4.83%	11

Other funds holding MRP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brave Warrior Advisors's MRP Position: Q2 2026 in Review

Brave Warrior Advisors reduced its Millrose Properties Inc (MRP) stake by 29% in Q2 2026, selling an estimated $71.9M and leaving 6,030,725 shares worth $181M. The position accounts for 3.95% of the portfolio, ranked #13.

Brave Warrior Advisors first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $257M in Q4 2025. 520 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Brave Warrior Advisors held 6,030,725 shares of Millrose Properties Inc worth $181M as of Q2 2026.
Brave Warrior Advisors sold 2,485,172 Millrose Properties Inc shares in Q2 2026, an estimated $71.9M.
Millrose Properties Inc made up 3.95% of Brave Warrior Advisors's portfolio in Q2 2026, its #13 holding.
Brave Warrior Advisors first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
Brave Warrior Advisors's Millrose Properties Inc position peaked at $257M in Q4 2025.
520 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Brave Warrior Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.