Guru Ownership Trend
Guru Analysis for Millrose Properties, Inc. (MRP)
Millrose Properties, Inc. (MRP), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.53 M.
Top institutional holders include Glenn Greenberg and Louis Moore Bacon.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 6.02% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $125.27 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 275.0%. Conversely, Cliff Asness reduced exposure by 16.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Millrose Properties, Inc. (MRP)
Major holders include Glenn Greenberg ($256.89 M), Louis Moore Bacon ($30.42 M), Joel Greenblatt ($22.83 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 12.35 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $125.27 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited MRP. The total reported sell value was $4.88 M.
Yes, 3 managers opened new positions in MRP, and 3 increased their existing holdings. The total reported buy value was $130.15 M.
