CS
MRP

Cannell & Spears’s Millrose Properties Inc MRP Stock Holding History

Cannell & Spears’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 		$103M Buy
3,677,670
+49,618
+1% +$1.49M 2.02% 10
2025
Q4 		$108M Buy
3,628,052
+999,646
+38% +$31.4M 2.03% 9
2025
Q3 		$88.3M Buy
2,628,406
+25,151
+1% +$813K 1.67% 11
2025
Q2 		$74.2M Buy
2,603,255
+423,889
+19% +$11.2M 1.5% 11
2025
Q1 		$57.8M Buy
+2,179,366
New +$51M 1.24% 19

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cannell & Spears's MRP Position: Q1 2026 in Review

Cannell & Spears increased its Millrose Properties Inc (MRP) stake by 1.4% in Q1 2026, buying an estimated $1.49M and bringing the position to 3,677,670 shares worth $103M. The position accounts for 2.02% of the portfolio, ranked #10.

Cannell & Spears first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $108M in Q4 2025. 481 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Cannell & Spears held 3,677,670 shares of Millrose Properties Inc worth $103M as of Q1 2026.
  • Cannell & Spears bought 49,618 Millrose Properties Inc shares in Q1 2026, an estimated $1.49M.
  • Millrose Properties Inc made up 2.02% of Cannell & Spears's portfolio in Q1 2026, its #10 holding.
  • Cannell & Spears first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
  • Cannell & Spears's Millrose Properties Inc position peaked at $108M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.