Jeff Yass’s Millrose Properties Inc MRP Stock Holding History

Jeff Yass’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	$691K	Buy	+22,993	New	+$666K	﹤0.01%	9134
2026 Q1	–	Sell	-348,126	Closed	-$10.5M	–	14431
2025 Q4	$10.4M	Buy	348,126 +324,224	+1,356%	+$10.2M	﹤0.01%	2988
2025 Q3	$803K	Buy	+23,902	New	+$772K	﹤0.01%	7863
2025 Q2	–	Sell	-426,632	Closed	-$11.3M	–	13990
2025 Q1	$11.3M	Buy	+426,632	New	+$9.99M	﹤0.01%	2369

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

Jeff Yass's MRP Position: Q2 2026 in Review

Jeff Yass opened a new position in Millrose Properties Inc (MRP) in Q2 2026: 22,993 shares worth $691K. The stake represents ﹤0.01% of the portfolio and ranks #9134 among its holdings. This is a return to the name: Jeff Yass previously reported a position in MRP as recently as Q4 2025.

Jeff Yass first reported a position in MRP in Q1 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q1 2025. 519 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Jeff Yass held 22,993 shares of Millrose Properties Inc worth $691K as of Q2 2026.
Millrose Properties Inc was a new Jeff Yass position in Q2 2026.
Millrose Properties Inc made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9134 holding.
Jeff Yass first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 4 quarters since.
Jeff Yass's Millrose Properties Inc position peaked at $11.3M in Q1 2025.
519 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.