MRP
Millrose Properties
3 super-investors hold MRP worth a combined $302M. The largest position: Glenn Greenberg at 5.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 20 — ranked #644 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own MRP
Glenn Greenberg dominates the cohort's $302M combined stake in MRP, holding $238M at 5.9% of his portfolio — making it a high-conviction position by any measure. Three managers own the stock as of 2026Q1, a count that has oscillated between two and three over the past eight quarters, suggesting neither a broad buildout nor a decisive exodus. Activity this quarter was modest: Bill Miller added to his small $5M position, while Greenhaven Associates exited entirely. Joel Greenblatt holds $58M but at a negligible portfolio weight, implying a more passive or diversified posture. Interest in MRP remains narrow and concentrated, with Greenberg effectively accounting for nearly 80% of total cohort exposure.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Greenberg | 5.9% | 5q | $238M | 8,515,897 |
| 2 | Joel Greenblatt | <0.1% | 5q | $58M | 2,087,575 |
| 3 | Bill Miller | 1.3% | 2q | $5M | 180,800 |
Owners of MRP also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 1.3% | +118% | $5M | May 15, 2026 |
| Greenhaven Associates | EXIT | 2.2% | -100% | $0 | Apr 6, 2026 |
Long US equity 13F-HR filings only. CUSIP 601137102. Not investment advice.