LAM
MRP

LECAP Asset Management’s Millrose Properties Inc MRP Stock Holding History

LECAP Asset 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
Q1 		– Sell
-17,926
Closed -$535K – 406
2025
Q4 		$535K Buy
+17,926
New +$562K 0.21% 172
2025
Q3 		– Sell
-15,871
Closed -$452K – 412
2025
Q2 		$452K Sell
15,871
-27,770
-64% -$734K 0.16% 219
2025
Q1 		$1.16M Buy
+43,641
New +$1.02M 0.27% 160

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LECAP Asset Management's MRP Position: Q1 2026 in Review

LECAP Asset Management sold out of Millrose Properties Inc (MRP) in Q1 2026, closing a stake of 17,926 shares — an estimated $535K sold.

LECAP Asset Management first reported a position in MRP in Q1 2025 and held it in 3 quarters. The position peaked at $1.16M in Q1 2025. 485 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • LECAP Asset Management reported no remaining Millrose Properties Inc position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 17,926 Millrose Properties Inc shares in Q1 2026, an estimated $535K.
  • LECAP Asset Management first reported a position in Millrose Properties Inc in Q1 2025 and held it in 3 quarters.
  • LECAP Asset Management's Millrose Properties Inc position peaked at $1.16M in Q1 2025.
  • 485 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.