Permian Investment Partners’s Millrose Properties Inc MRP Stock Holding History

Permian Investment Partners’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	$120M	Buy	3,977,316 +98,004	+3%	+$2.84M	13.11%	3
2026 Q1	$109M	Buy	3,879,312 +85,000	+2%	+$2.56M	12%	4
2025 Q4	$113M	Buy	3,794,312 +2,040,900	+116%	+$64M	12.84%	3
2025 Q3	$58.9M	Sell	1,753,412 -1,011,571	-37%	-$32.7M	6.65%	6
2025 Q2	$78.8M	Buy	2,764,983 +1,367,732	+98%	+$36.1M	8.63%	8
2025 Q1	$37M	Buy	+1,397,251	New	+$32.7M	5.27%	7

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

Norges Bank Oslo, Norway $1T AUM

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Permian Investment Partners's MRP Position: Q2 2026 in Review

Permian Investment Partners increased its Millrose Properties Inc (MRP) stake by 2.5% in Q2 2026, buying an estimated $2.84M and bringing the position to 3,977,316 shares worth $120M. The position accounts for 13.11% of the portfolio, ranked #3.

Permian Investment Partners first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Permian Investment Partners held 3,977,316 shares of Millrose Properties Inc worth $120M as of Q2 2026.
Permian Investment Partners bought 98,004 Millrose Properties Inc shares in Q2 2026, an estimated $2.84M.
Millrose Properties Inc made up 13.11% of Permian Investment Partners's portfolio in Q2 2026, its #3 holding.
Permian Investment Partners first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
520 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Permian Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.