What smart money is saying about Millrose Properties, Inc.
MRO
No fund has written a full thesis on Millrose Properties, Inc. in our archive, but 2 fund letters report a position in it — most recently Middle Coast Investing Equity Portfolios in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Millrose Properties, Inc. on record in the archive was reported in Q3 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“We closed our positions in Gogo (GOGO) and Portillo’s (PTLO), and sold our remaining bond in a bond portfolio (Marathon Oil).”
Millrose Properties, Inc. - September 2026
“Millrose Properties is a residential land finance real estate investment trust that provides capital to homebuilders by acquiring and developing land and allowing builders to purchase finished homesites on a just in time basis rather than tying up significant capital in land inventories.”
Millrose Properties, Inc.
Read the letters behind these Millrose Properties, Inc. positions
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