Permian Investment Partners, LP: MILLROSE PPTYS INC (MRP): Quarterly 13F Position History
As of Q1 2026, Permian Investment Partners, LP reported 3,879,312 shares of MILLROSE PPTYS INC (MRP), worth $108.6M and representing 12.0% of its 13F equity book. Quarter-over-quarter share count change: + 85,000 (+2.2%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 3,879,312Shares Held (Latest Filing)
- $108.6MReported Market Value (Latest Filing)
- 12.0%Portfolio Weight (% of 13F Equity Book)
- +85,000Quarter-over-Quarter Share Change
- -$4.7MQuarter-over-Quarter Value Change
- 3,879,312Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,879,312 | +85,000 | +2.2% | $108.6M | 12.0% | $28.0 |
| Q4 2025 | 3,794,312 | +2,040,900 | +116.4% | $113.3M | 12.8% | $29.9 |
| Q3 2025 | 1,753,412 | 1,011,571 | -36.6% | $58.9M | 6.7% | $33.6 |
| Q2 2025 | 2,764,983 | +1,367,732 | +97.9% | $78.8M | 11.2% | $28.5 |
| Q1 2025 | 1,397,251 | — | — | $37.0M | 5.5% | $26.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Permian Investment Partners, LP first disclose a MRP position in 13F-HR filings?
Permian Investment Partners, LP first reported MILLROSE PPTYS INC (MRP) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Permian Investment Partners, LP's most recent quarter-over-quarter share-count change in MRP?
Between Q4 2025 and Q1 2026, Permian Investment Partners, LP added 85,000 shares of MRP (+2.2%), bringing the total reported position to 3,879,312 shares at a market value of $108.6M.
Does the implied price-per-share represent Permian Investment Partners, LP's cost basis in MRP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.