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 | 6,030,725 | $181,223,286 | -30% | 3.95% |
| 2. | Permian Investment Partners Alex Duran And Scott Hendrickson | 3,977,316 | $119,518,346 | +3% | 13.11% |
| 3. | AQR Capital Management Cliff Asness | 2,340,591 | $70,334,760 | +163% | 0.02% |
| 4. | Mangrove Partners Nathaniel August | 1,380,992 | $41,498,810 | 2.73% | |
| 5. | Gotham Asset Management Joel Greenblatt | 1,049,494 | $31,537,295 | -33% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.18 | 1,000 | $29,180.00 | 30,075 | 2026-08-07 | Filing | |
| $28.80 | 3,000 | $86,400.00 | 38,750 | 2026-08-10 | Filing | |
| $26.97 | 4,500 | $121,342.50 | 35,750 | 2026-05-18 | Filing | |
| $26.62 | 307 | $8,171.14 | 2,500 | 2026-05-13 | Filing | |
| $27.18 | 725 | $19,705.36 | 2,193 | 2026-05-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,238,588 | $668,269,568 | 0.01% | |
| 2. | 15,560,238 | $467,585,152 | 0.02% | |
| 3. | 8,229,447 | $247,294,893 | 0.01% | |
| 4. | 6,940,665 | $208,566,983 | 0% | |
| 5. | 6,824,473 | $205,075,414 | 0.01% |