Joel Greenblatt’s Millrose Properties Inc MRP Stock Holding History

Joel Greenblatt’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	$31.5M	Sell	1,049,494 -513,576	-33%	-$14.9M	0.07%	385
2026 Q1	$43.8M	Buy	1,563,070 +798,814	+105%	+$24.1M	0.13%	156
2025 Q4	$22.8M	Buy	764,256 +167,263	+28%	+$5.25M	0.08%	339
2025 Q3	$20.1M	Buy	596,993 +82,240	+16%	+$2.66M	0.09%	315
2025 Q2	$14.7M	Sell	514,753 -129,037	-20%	-$3.41M	0.09%	332
2025 Q1	$17.1M	Buy	+643,790	New	+$15.1M	0.14%	159

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

Joel Greenblatt's MRP Position: Q2 2026 in Review

Joel Greenblatt reduced its Millrose Properties Inc (MRP) stake by 33% in Q2 2026, selling an estimated $14.9M and leaving 1,049,494 shares worth $31.5M. The position accounts for 0.07% of the portfolio, ranked #385.

Joel Greenblatt first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.8M in Q1 2026. 519 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Joel Greenblatt held 1,049,494 shares of Millrose Properties Inc worth $31.5M as of Q2 2026.
Joel Greenblatt sold 513,576 Millrose Properties Inc shares in Q2 2026, an estimated $14.9M.
Millrose Properties Inc made up 0.07% of Joel Greenblatt's portfolio in Q2 2026, its #385 holding.
Joel Greenblatt first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
Joel Greenblatt's Millrose Properties Inc position peaked at $43.8M in Q1 2026.
519 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.