Which hedge funds own MRP? MILLROSE PPTYS INC, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in MRP (MILLROSE PPTYS INC) in their Q2 2026 13F filings, worth $644.6m in total. The largest holder by portfolio weight is Permian Investment Partners, LP at 13.6% of its book. 11 opened a new position this quarter: Intrinsic Edge Capital Management LLC, LDR Capital Management LLC, Madison Avenue Partners, LP, West Family Investments, Inc.. 13 exited: Verdad Advisers, LP, Oak Thistle LLC, Quantbot Technologies LP.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $32.5m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $27.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $645m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Verdad Advisers, LP | 0.5% | $479k |
| Oak Thistle LLC | 0.4% | $4.2m |
| Quantbot Technologies LP | 0.2% | $4.6m |
| AlphaGrep UK Ltd | 0.2% | $615k |
| Lombard Odier Asset Management (USA) Corp | 0.2% | $326k |
| Voloridge Investment Management, LLC | 0.04% | $9.4m |
| Entropy Technologies, LP | 0.03% | $648k |
| ExodusPoint Capital Management, LP | 0.03% | $2.7m |
| Boothbay Fund Management, LLC | 0.02% | $978k |
| Magnetar Financial LLC | 0.01% | $1.4m |
| Schonfeld Strategic Advisors LLC | 0.01% | $775k |
| Engineers Gate Manager LP | 0.0% | $385k |
| Marshall Wace, LLP | 0.0% | $831k |
Ownership over time
Who discovered MRP first? Beta
| Permian Investment Partners, LP high conviction | Q2 2025 | +1.8 pts |
| Brave Warrior Advisors (Glenn Greenberg) high conviction | Q1 2025 | +0.9 pts |
| North Ground Capital high conviction | Q1 2025 | +0.8 pts |
| Newtyn Management, LLC high conviction | Q1 2025 | +0.6 pts |
| Greenhaven Associates (Edgar Wachenheim) | Q1 2025 | +0.6 pts |
| Mangrove Partners IM, LLC | Q1 2025 | +0.5 pts |
| Waterfall Asset Management, LLC high conviction | Q1 2026 | +0.3 pts |
| Hawk Ridge Capital Management LP | Q2 2025 | +0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.