MRP — Millrose Properties Inc

Ownership history in LEUTHOLD GROUP, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in Millrose Properties Inc (MRP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q1)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,555 -26 -0.1% 0.06% $590K $32.04
2025 Q2 REDUCED 17,581 -1,369 -7.2% 0.06% $501K $26.53
2025 Q1 INITIATED 18,950 — — 0.07% $502K $24.30
% of Fund (quarterly)    MRP price (monthly, adj. close)

Other funds also holding MRP

As of 2025 Q4 — sorted by position size

Permian Investment Partners, LP 3Y 7Y 12.84% Brave Warrior Advisors, LLC 3Y 7Y 6.02% ELEMENT CAPITAL MANAGEMENT LLC 3Y 7Y 4.06% MANGROVE PARTNERS IM, LLC 3Y 7Y 3.36% GREENHAVEN ASSOCIATES INC 3Y 7Y 2.23% Cannell & Spears LLC 3Y 7Y 2.03% North Ground Capital 1.89% Waterfall Asset Management, LLC 1.69% REDMONT WEALTH ADVISORS LLC 3Y 1.37% Blue Whale Capital LLP 3Y 1.28%
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