Verdad Advisers’s Millrose Properties Inc MRP Stock Holding History

Verdad Advisers’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	–	Sell	-17,122	Closed	-$479K	–	275
2026 Q1	$479K	Buy	+17,122	New	+$516K	0.54%	65

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

Verdad Advisers's MRP Position: Q2 2026 in Review

Verdad Advisers sold out of Millrose Properties Inc (MRP) in Q2 2026, closing a stake of 17,122 shares — an estimated $479K sold.

Verdad Advisers first reported a position in MRP in Q1 2026 and held it in 1 quarter. The position peaked at $479K in Q1 2026. 520 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Verdad Advisers reported no remaining Millrose Properties Inc position as of Q2 2026 after selling out during the quarter.
Verdad Advisers sold 17,122 Millrose Properties Inc shares in Q2 2026, an estimated $479K.
Verdad Advisers first reported a position in Millrose Properties Inc in Q1 2026 and held it in 1 quarter.
Verdad Advisers's Millrose Properties Inc position peaked at $479K in Q1 2026.
520 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.