Millrose Properties (MRP)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from MRP's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Millrose Properties's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | — | — | $600M |
| Net income | -$210M | -$246M | $380M |
| Free cash flow | — | — | — |
| EPS (diluted) | — | — | $2.44 |
| Operating margin | — | — | 80.9% |
Superinvestors who own MRP
From each investor's latest 13F filing (what a 13F shows). 7 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Glenn Greenberg Brave Warrior Advisors |
Trimmed | $181M | 4.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $70M | 0.02% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $32M | 0.07% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $11M | 0.10% | Q2 2026 |
| Robert Robotti Robotti & Company |
Added | $8M | 1.2% | Q2 2026 |
| Bill Miller Miller Value Partners |
Added | $7M | 1.6% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | $3M | 0.19% | Q2 2026 |
Insider buying
Open-market purchases by Millrose Properties's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 5, 2026 | Matthew B Gorson |
1,000 | $30.66 | $30,660 |
| Nov 12, 2025 | Carlos A Migoya |
1,000 | $32.24 | $32,240 |
| Oct 30, 2025 | Rachel Presa |
476 | $32.35 | $15,399 |
| Oct 29, 2025 | Matthew B Gorson |
2,500 | $32.69 | $81,725 |
| Oct 28, 2025 | Patrick J Bartels Jr |
7,500 | $32.52 | $243,900 |
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In the full deep dive
Questions
Are Millrose Properties insiders buying the stock?
5 open-market insider purchases of MRP in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Millrose Properties?
7 of the superinvestors Investingly tracks hold MRP in their latest 13F, including Glenn Greenberg, Cliff Asness, Joel Greenblatt.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.