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Louis Moore Bacon’s MRP Holdings & Trades

First Buy
Q1 2025
Duration Held
4 Quarters
Largest Add
Q1 2025
+1.12 M Shares
Current Position
1.02 M Shares
$30.42 M Value

Louis Moore Bacon's MRP Position Overview

Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 1.02 M shares of Millrose Properties, Inc. (MRP) worth $30.42 M, representing 0.44% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.

Based on 13F filings, Louis Moore Bacon has maintained this position in MRP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 746,923 shares. Largest reduction occurred in Q3 2025, reducing 987,326 shares.

Analysis based on 13F filings available since 2013 Q2

Louis Moore Bacon's Millrose Properties (MRP) Holding Value Over Time

Track share changes against reported price movement

Quarterly Millrose Properties (MRP) Trades by Louis Moore Bacon

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +746,923 Add 275.00% 1.02 M $29.87
Q3 2025 -987,326 Reduce 78.43% 271,610 $33.61
Q2 2025 +137,843 Add 12.30% 1.26 M $28.51
Q1 2025 +1.12 M New Buy 1.12 M $26.51

Louis Moore Bacon's Millrose Properties Investment FAQs

Louis Moore Bacon first purchased Millrose Properties, Inc. (MRP) in Q1 2025, acquiring 1,121,093 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Louis Moore Bacon has held Millrose Properties, Inc. (MRP) for 4 quarters since Q1 2025.

Louis Moore Bacon's largest addition to Millrose Properties, Inc. (MRP) was in Q1 2025, adding 1,121,093 shares worth $29.72 M.

According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 1,018,533 shares of Millrose Properties, Inc. (MRP), valued at approximately $30.42 M.

As of the Q4 2025 filing, Millrose Properties, Inc. (MRP) represents approximately 0.44% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.

Louis Moore Bacon's peak holding in Millrose Properties, Inc. (MRP) was 1,258,936 shares, as reported at the end of Q2 2025.