Millrose Properties, Inc. (NYSE:MRP) Q1 2026 Earnings Call Transcript
Operator: Hello, everyone. Thank you for joining us, and welcome to Millrose Properties First Quarter 2026 Earnings Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Brave Warrior Capital Glenn Greenberg | 8,515,897 | $238,445,116 | -1% | 5.9% |
| 2. | Permian Investment Partners Alex Duran And Scott Hendrickson | 3,879,312 | $108,620,736 | +3% | 12% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 3,000,988 | $84,027,664 | +115% | 0.07% |
| 4. | Citadel Investment Group Ken Griffin | 2,087,575 | $58,452,100 | -45% | 0.01% |
| 5. | Gotham Asset Management Joel Greenblatt | 1,563,070 | $43,765,960 | +105% | 0.13% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.62 | 307 | $8,171.14 | 2,500 | 2026-05-13 | Filing | |
| $27.18 | 725 | $19,705.36 | 2,193 | 2026-05-11 | Filing | |
| $26.60 | 1,840 | $48,944.00 | 5,065 | 2026-05-12 | Filing | |
| $27.31 | 40,000 | $1,092,480.00 | 84,000 | 2026-05-11 | Filing | |
| $27.31 | 195,000 | $5,325,840.00 | 416,000 | 2026-05-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,613,499 | $577,177,985 | 0.01% | |
| 2. | 14,849,462 | $415,784,936 | 0.02% | |
| 3. | 6,929,031 | $194,012,868 | 0% | |
| 4. | 6,526,876 | $182,752,533 | 0.01% | |
| 5. | 5,280,012 | $147,840,336 | 0.01% |