Brave Warrior reports 6.03M shares (3.91%) in Millrose

Millrose Properties, Inc. amendment to a Schedule 13G/A reports that Brave Warrior Advisors, LLC beneficially owns 6,030,725 shares of Class A common stock, representing 3.91% of the class as reported 06/30/2026.

Rhea-AI Filing Summary

Millrose Properties, Inc. amendment to a Schedule 13G/A reports that Brave Warrior Advisors, LLC beneficially owns 6,030,725 shares of Class A common stock, representing 3.91% of the class as reported 06/30/2026. The filing is signed by Donna Martel-Downing as Chief Compliance Officer on 07/02/2026.

Insights

Institutional Ownership Analyst

Large registered holder reports a 3.91% stake as of 06/30/2026.

The filing lists 6,030,725 shares beneficially owned with sole voting and sole dispositive power indicated for those shares. This identifies the reporting party as a block holder with unilateral control over voting and disposition.

Such Schedule 13G/A amendments are routine disclosures; subsequent filings may show changes in percentage or holdings if the holder trades.

Key Figures

Filing type: Schedule 13G/A (Amendment No. 1) Shares beneficially owned: 6,030,725 shares Percent of class: 3.91% +3 more

6 metrics

Filing type Schedule 13G/A (Amendment No. 1) Amendment reporting beneficial ownership

Shares beneficially owned 6,030,725 shares Class A common stock as of 06/30/2026

Percent of class 3.91% Percent of Class A common stock as of 06/30/2026

Voting power Sole voting power: 6,030,725 Shares with sole power to vote

Dispositive power Sole dispositive power: 6,030,725 Shares with sole power to dispose

Signature date 07/02/2026 Date signed by Chief Compliance Officer

Key Terms

Schedule 13G/A, Beneficially owned, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment to Schedule 13G/A reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 6,030,725"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 6,030,725"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Brave Warrior Advisors report in MRP?

Brave Warrior Advisors reports 6,030,725 shares, equal to 3.91% of Millrose Properties Class A common stock as of 06/30/2026. The filing shows sole voting and dispositive power over these shares.

What form did Brave Warrior Advisors file for MRP?

They filed a Schedule 13G/A (Amendment No. 1) reporting beneficial ownership of Class A common stock. The form amends a prior 13G disclosure to reflect the reported position as of 06/30/2026.

Who signed the Schedule 13G/A for Brave Warrior Advisors?

The filing is signed by Donna Martel-Downing, listed as Chief Compliance Officer, with the signature date of 07/02/2026 on the amendment document.

Does the filing indicate shared control of the shares?

No. The filing shows 0 shared voting power and 0 shared dispositive power, indicating sole voting and sole dispositive power over the 6,030,725 shares reported.

Is the reported ownership above 5% of MRP's class?

No. The filing explicitly characterizes this as ownership of 5 percent or less of the class and reports a 3.91% stake as of 06/30/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/02/2026 - 12:28 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Millrose Properties, Inc.

(Name of Issuer)

Class A common stock, par value $0.01 per share

(Title of Class of Securities)

601137102

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 601137102

1

Names of Reporting Persons

Brave Warrior Advisors, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,030,725.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,030,725.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,030,725.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.91 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Millrose Properties, Inc.
(b)	Address of issuer's principal executive offices: 600 Brickell Avenue, Suite 1400, Miami, FL 33131
Item 2.
(a)	Name of person filing: Brave Warrior Advisors, LLC
(b)	Address or principal business office or, if none, residence: 12 East 49th Street, New York, NY 10017
(c)	Citizenship: Delaware, United States
(d)	Title of class of securities: Class A common stock, par value $0.01 per share
(e)	CUSIP No.: 601137102
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 6,030,725
(b)	Percent of class: 3.91%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 6,030,725
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 6,030,725
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Brave Warrior Advisors, LLC

Signature:	Donna Martel-Downing
Name/Title:	Donna Martel-Downing | Chief Compliance Officer
Date:	07/02/2026