Millrose Properties, Inc.
MRP
Jodie situation report
Millrose Properties, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- Percent of total revenues derived from Lennar (reported $140.3M, 72% of total revenues for Q1 2026).
Invalidation: The isolated read changes if MRP's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind MRP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LEN72.0% of MRPcustomerMay 6, 2026 ▾
“For the three months ended March 31, 2026, the Company derived a substantial portion of its revenues from Lennar, which represented $ 140.3 million, or 72 %, of the Company's total revenues, and 76 % of the Company's total option fee revenues.”
LENLennar CorporationpartnerMay 6, 2026 ▾
“Spin-Off means the partial, taxable spin-off of Millrose Properties, Inc., a previously wholly-owned subsidiary of Lennar, that was effected by distributing approximately 80% of the outstanding shares of Millrose common stock to holders of Lennar common stock…”
Depended on by
LEN-BLennar CorporationpartnerJun 29, 2026 ▾
“During the six months ended May 31, 2025, cash used in operating activities was impacted by an increase in inventories due to land purchases, land development and construction costs of $1.6 billion, an increase in deposits and pre-acquisition costs on real es…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
Live connections
MRP is currently a Leader in the organic co-movement group Residential Land REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MRP; it is not active in the latest market snapshot.