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MRP

CF Capital’s Millrose Properties Inc MRP Stock Holding History

CF 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
Q2 		$5.38M Buy
179,200
+49,200
+38% +$1.42M 6.46% 7
2026
Q1 		$3.64M Buy
130,000
+2,811
+2% +$84.7K 4.38% 9
2025
Q4 		$3.8M Buy
+127,189
New +$3.99M 1.89% 20
2025
Q3 		– Sell
-166,750
Closed -$4.76M – 56
2025
Q2 		$4.76M Sell
166,750
-157,383
-49% -$4.16M 6.08% 5
2025
Q1 		$8.04M Buy
+324,133
New +$7.59M 8.19% 3

Other funds holding MRP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
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
Norges Bank Oslo, Norway $1T AUM
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

CF Capital's MRP Position: Q2 2026 in Review

CF Capital increased its Millrose Properties Inc (MRP) stake by 38% in Q2 2026, buying an estimated $1.42M and bringing the position to 179,200 shares worth $5.38M. The position accounts for 6.46% of the portfolio, ranked #7.

CF Capital first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.04M in Q1 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • CF Capital held 179,200 shares of Millrose Properties Inc worth $5.38M as of Q2 2026.
  • CF Capital bought 49,200 Millrose Properties Inc shares in Q2 2026, an estimated $1.42M.
  • Millrose Properties Inc made up 6.46% of CF Capital's portfolio in Q2 2026, its #7 holding.
  • CF Capital first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
  • CF Capital's Millrose Properties Inc position peaked at $8.04M in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on CF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.