DCM
MRP

Disciplina Capital Management’s Millrose Properties Inc MRP Stock Holding History

Disciplina Capital Management’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 		$660 Buy
24
+1
+4% +$30 ﹤0.01% 68
2025
Q4 		$687 Buy
23
+1
+5% +$31 ﹤0.01% 67
2025
Q3 		$756 Hold
22
– – ﹤0.01% 61
2025
Q2 		$627 Hold
22
– – ﹤0.01% 62
2025
Q1 		$583 Buy
+22
New +$515 ﹤0.01% 60

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

Disciplina Capital Management's MRP Position: Q1 2026 in Review

Disciplina Capital Management increased its Millrose Properties Inc (MRP) stake by 4.3% in Q1 2026, buying an estimated $30 and bringing the position to 24 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #68.

Disciplina Capital Management first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $756 in Q3 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Disciplina Capital Management held 24 shares of Millrose Properties Inc worth $660 as of Q1 2026.
  • Disciplina Capital Management bought 1 Millrose Properties Inc share in Q1 2026, an estimated $30.
  • Millrose Properties Inc made up ﹤0.01% of Disciplina Capital Management's portfolio in Q1 2026, its #68 holding.
  • Disciplina Capital Management first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
  • Disciplina Capital Management's Millrose Properties Inc position peaked at $756 in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.