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 Q2	$111M	Buy	3,703,408 +25,738	+0.7%	+$745K	1.98%	10
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 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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 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

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

Cannell & Spears's MRP Position: Q2 2026 in Review

Cannell & Spears increased its Millrose Properties Inc (MRP) stake by 0.7% in Q2 2026, buying an estimated $745K and bringing the position to 3,703,408 shares worth $111M. The position accounts for 1.98% of the portfolio, ranked #10.

Cannell & Spears first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Cannell & Spears held 3,703,408 shares of Millrose Properties Inc worth $111M as of Q2 2026.
Cannell & Spears bought 25,738 Millrose Properties Inc shares in Q2 2026, an estimated $745K.
Millrose Properties Inc made up 1.98% of Cannell & Spears's portfolio in Q2 2026, its #10 holding.
Cannell & Spears first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.