MRP NYSE
Millrose Properties, Inc.
1W: +3.7%
1M: -4.6%
3M: -13.3%
YTD: -16.4%
1Y: -25.0%
$24.31
+0.40 (+1.67%)
Weekly Expected Move ±7.1%
$20
$22
$24
$26
$27
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $228.7M held by 274 funds, 175 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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11 relationships11
As Filer
counterparties named
0
As Counterparty
mentioned by others
3
Rel. Types
2025-02-07
Earliest Filing
2025-02-11
Latest Filing
partner: 7
acquirer: 3
target: 1
Counterparties (Filed by MRP)
11 relationshipsCompanies named in MRP's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| Lennar Corporation | LEN-B | acquirer | Parent company of U.S. Home, LLC; funded option deposits for the land asset acquisition. | 2025-02-11 | View |
| U.S. Home, LLC | — | acquirer | Subsidiary of Lennar Corporation; directed Millrose to acquire the land assets. | 2025-02-11 | View |
| Rausch Coleman Companies, LLC | — | target | Target entity whose 100% stock was acquired to obtain the land assets. | 2025-02-11 | View |
| Lennar Corporation | LEN-B | acquirer | Parent company distributing Millrose stock to shareholders and contributing assets. | 2025-02-07 | View |
| Kennedy Lewis Land and Residential Advisors LLC | — | partner | External manager appointed to manage Millrose's assets and operations. | 2025-02-07 | View |
| Kennedy Lewis Investment Management LLC | — | partner | Parent company of the Manager, Kennedy Lewis Land and Residential Advisors LLC. | 2025-02-07 | View |
| U.S. Home, LLC | — | partner | Lennar subsidiary with founder rights and exclusive option to acquire homesites. | 2025-02-07 | View |
| Lennar Homes Holding, LLC | — | partner | Lennar subsidiary entering into founder rights, option, and construction agreements. | 2025-02-07 | View |
| CalAtlantic Group, LLC | — | partner | Lennar subsidiary entering into founder rights, option, and construction agreements. | 2025-02-07 | View |
| Lennar-Millrose HOPP'R, LLC | — | partner | Lennar subsidiary licensing the HOPP'R platform to Millrose Holdings. | 2025-02-07 | View |
| Millrose Holdings, LLC | MRP | partner | Millrose subsidiary receiving the HOPP'R license. | 2025-02-07 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-10-27 | Earnings Release; Regulation FD; Other Events; Exhibits | View | |
| 2026-10-06 | Material Agreement; Financial Obligation; Exhibits | Agreement | View |
| 2026-09-23 | Other Events; Exhibits | View | |
| 2026-09-23 | Regulation FD; Other Events; Exhibits | View | |
| 2026-09-22 | Other Events; Exhibits | View | |
| 2026-09-21 | Material Agreement; Financial Obligation; Exhibits | Agreement | View |
| 2026-09-01 | Material Agreement; Exhibits | Agreement | View |
| 2026-08-05 | Material Agreement; Exhibits | Agreement | View |
| 2026-08-04 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-06-23 | Regulation FD; Other Events; Exhibits | View | |
| 2026-05-19 | Shareholder Vote | View | |
| 2026-05-06 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-03-27 | Material Agreement; Financial Obligation; Regulation FD; Exhibits | Agreement | View |
| 2026-03-23 | Regulation FD; Other Events; Exhibits | View | |
| 2026-02-27 | Regulation FD Disclosure; Financial Statements and Exhibits | View | |
| 2026-02-26 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-12-22 | Regulation FD Disclosure; Other Events | View | |
| 2025-10-23 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-10-09 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-09-22 | Regulation FD Disclosure; Other Events | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR