IECM
MRP

Intrinsic Edge Capital Management’s Millrose Properties Inc MRP Stock Holding History

Intrinsic Edge 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 		$9.46M Buy
+314,800
New +$9.11M 0.98% 43
2025
Q3 		– Sell
-70,000
Closed -$2M – 129
2025
Q2 		$2M Buy
+70,000
New +$1.85M 0.28% 82

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

Intrinsic Edge Capital Management's MRP Position: Q2 2026 in Review

Intrinsic Edge Capital Management opened a new position in Millrose Properties Inc (MRP) in Q2 2026: 314,800 shares worth $9.46M. The stake represents 0.98% of the portfolio and ranks #43 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in MRP as recently as Q2 2025.

Intrinsic Edge Capital Management first reported a position in MRP in Q2 2025 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Intrinsic Edge Capital Management held 314,800 shares of Millrose Properties Inc worth $9.46M as of Q2 2026.
  • Millrose Properties Inc was a new Intrinsic Edge Capital Management position in Q2 2026.
  • Millrose Properties Inc made up 0.98% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #43 holding.
  • Intrinsic Edge Capital Management first reported a position in Millrose Properties Inc in Q2 2025 and has held it in 2 quarters since.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.