JO
MRP

John Overdeck’s Millrose Properties Inc MRP Stock Holding History

John Overdeck’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 		$43.4M Sell
1,443,419
-1,557,569
-52% -$45.1M 0.03% 623
2026
Q1 		$84M Buy
3,000,988
+1,134,179
+61% +$34.2M 0.07% 325
2025
Q4 		$55.8M Buy
1,866,809
+1,392,191
+293% +$43.7M 0.08% 312
2025
Q3 		$16M Buy
+474,618
New +$15.3M 0.02% 727

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

John Overdeck's MRP Position: Q2 2026 in Review

John Overdeck reduced its Millrose Properties Inc (MRP) stake by 52% in Q2 2026, selling an estimated $45.1M and leaving 1,443,419 shares worth $43.4M. The position accounts for 0.03% of the portfolio, ranked #623.

John Overdeck first reported a position in MRP in Q3 2025 and has held it in 4 quarters since. The position peaked at $84M in Q1 2026. 519 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • John Overdeck held 1,443,419 shares of Millrose Properties Inc worth $43.4M as of Q2 2026.
  • John Overdeck sold 1,557,569 Millrose Properties Inc shares in Q2 2026, an estimated $45.1M.
  • Millrose Properties Inc made up 0.03% of John Overdeck's portfolio in Q2 2026, its #623 holding.
  • John Overdeck first reported a position in Millrose Properties Inc in Q3 2025 and has held it in 4 quarters since.
  • John Overdeck's Millrose Properties Inc position peaked at $84M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.