Smead Capital Management’s Millrose Properties, Inc. MRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,186,210
Closed -$31.4M 37
2025
Q1
$31.4M Buy
+1,186,210
New +$31.4M 0.54% 29