MRP position history
The shares of Millrose Properties (MRP) that Brave Warrior Advisors, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 7,958,813 shares, $211M, 4.8% of portfolio, New
- 2025 Q2: 7,861,690 shares, $224M, 5.1% of portfolio, Reduce −1.2%
- 2025 Q3: 5,375,592 shares, $181M, 4.2% of portfolio, Reduce −31.6%
- 2025 Q4: 8,600,224 shares, $257M, 6.0% of portfolio, Add +60.0%
- 2026 Q1: 8,515,897 shares, $238M, 5.9% of portfolio, Reduce −1.0%
- 2026 Q2: 6,030,725 shares, $181M, 3.9% of portfolio, Reduce −29.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|