Hawk Ridge Capital Management’s Millrose Properties Inc MRP Stock Holding History

Hawk Ridge 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 Q2	$14.7M	Sell	489,509 -179,600	-27%	-$5.2M	0.47%	29
2026 Q1	$18.7M	Buy	669,109 +11,100	+2%	+$334K	0.68%	36
2025 Q4	$19.7M	Sell	658,009 -382,400	-37%	-$12M	0.91%	30
2025 Q3	$35M	Sell	1,040,409 -637,600	-38%	-$20.6M	1.67%	25
2025 Q2	$47.8M	Buy	1,678,009 +1,390,949	+485%	+$36.8M	2%	22
2025 Q1	$7.61M	Buy	+287,060	New	+$6.72M	0.36%	34

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

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Hawk Ridge Capital Management's MRP Position: Q2 2026 in Review

Hawk Ridge Capital Management reduced its Millrose Properties Inc (MRP) stake by 27% in Q2 2026, selling an estimated $5.2M and leaving 489,509 shares worth $14.7M. The position accounts for 0.47% of the portfolio, ranked #29.

Hawk Ridge Capital Management first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $47.8M in Q2 2025. 522 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Hawk Ridge Capital Management held 489,509 shares of Millrose Properties Inc worth $14.7M as of Q2 2026.
Hawk Ridge Capital Management sold 179,600 Millrose Properties Inc shares in Q2 2026, an estimated $5.2M.
Millrose Properties Inc made up 0.47% of Hawk Ridge Capital Management's portfolio in Q2 2026, its #29 holding.
Hawk Ridge Capital Management first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
Hawk Ridge Capital Management's Millrose Properties Inc position peaked at $47.8M in Q2 2025.
522 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Hawk Ridge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.