What smart money is saying about Millrose Properties Inc.
MRP
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 AMG River Road Large Cap Value Select Fund in June 2025.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Millrose Properties Inc. on record in the archive was reported in Q2 2025, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- June 2025
“We eliminated Millrose Properties Inc. (Cl A) (MRP) during the quarter. We received MRP from current holding Lennar Corporation (Cl A) (LEN) as a spin-off and decided to exit the stock because its business model is vastly different than LEN.”
Millrose Properties Inc. - June 2025
“Portfolio Positioning During Q1, trading activity was below average. FAV initiated four new positions and eliminated three positions. We also exited shares of Millrose Properties Inc. (Cl A) (MRP), which we received as a spin-off from Lennar Corporation (Cl A) (LEN).”
Millrose Properties Inc.
Read the letters behind these Millrose Properties Inc. positions
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