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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $377.25 M.
Top institutional holders include Glenn Greenberg and Joel Greenblatt.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 5.90% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $16.69 M net inflow during the quarter.
Recent activity highlights Bill Miller who increased their stake by 118.4%. Conversely, Louis Moore Bacon reduced exposure by 35.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Millrose Properties, Inc. (MRP)
Major holders include Glenn Greenberg ($238.45 M), Joel Greenblatt ($43.77 M), Cliff Asness ($24.95 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 12.95 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.69 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MRP. The total reported sell value was $14.87 M.
Yes, 0 managers opened new positions in MRP, and 5 increased their existing holdings. The total reported buy value was $31.56 M.
