GA
MRP

Greenhaven Associates’s Millrose Properties Inc MRP Stock Holding History

Greenhaven Associates’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 		– Sell
-4,596,584
Closed -$137M – 31
2025
Q4 		$137M Sell
4,596,584
-4,689
-0.1% -$147K 2.23% 13
2025
Q3 		$155M Sell
4,601,273
-3,286,243
-42% -$106M 2.35% 11
2025
Q2 		$225M Sell
7,887,516
-501
-0% -$13.2K 3.35% 9
2025
Q1 		$209M Buy
+7,888,017
New +$185M 3.32% 8

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

Greenhaven Associates's MRP Position: Q1 2026 in Review

Greenhaven Associates sold out of Millrose Properties Inc (MRP) in Q1 2026, closing a stake of 4,596,584 shares — an estimated $137M sold.

Greenhaven Associates first reported a position in MRP in Q1 2025 and held it in 4 quarters. The position peaked at $225M in Q2 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Greenhaven Associates reported no remaining Millrose Properties Inc position as of Q1 2026 after selling out during the quarter.
  • Greenhaven Associates sold 4,596,584 Millrose Properties Inc shares in Q1 2026, an estimated $137M.
  • Greenhaven Associates first reported a position in Millrose Properties Inc in Q1 2025 and held it in 4 quarters.
  • Greenhaven Associates's Millrose Properties Inc position peaked at $225M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Greenhaven Associates's 13F filing for Q1 2026, filed 6 Apr 2026.