Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Millrose Properties, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Real Estate
No intraday reading yet this session.
Millrose Properties, Inc. has 6 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either Millrose Properties, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of MRP revenue | Skew |
|---|---|---|---|
| LENLennar | 1.55% | 88.00% | 57× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For the year ended December 31, 2025, our total option fee revenues from Lennar, which include option fee revenues under the Master Program Agreement and Lennar Related Ventures, were $501.5 million, or 88% of our total annual option fee revenues.”
$528M relationship57× more of MRP’s book than LEN’s
basisMRP fy2025 · closed 2025-12 $600MLEN fy2025 · closed 2025-11 $34.2B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0002017206-26-000002cik 0002017206
“On June 24, 2025, the Company entered into the DDTL Credit Agreement with the lenders party thereto and Goldman Sachs Bank USA as administrative agent for the lenders (in such capacity, the DDTL Administrative Agent).”
FILING10-K0002017206-26-000002cik 0002017206
“On the Distribution Date, the Company entered into the Revolving Credit Agreement with a consortium of lenders party thereto and JPMorgan Chase Bank, N.A., as the Revolver Agent.”
FILING10-K0002017206-26-000002cik 0002017206
“We are externally managed and advised by KL pursuant to the Management Agreement.”
FILING10-K0002017206-26-000002cik 0002017206
“KL acts as our Manager and is responsible for employing all management, employees, and other personnel, and for overseeing all business operations.”
FILING10-K0002017206-26-000002cik 0002017206
“The homesites that we acquired from Rausch are located in some U.S. geographies where Lennar had not historically operated prior to the Rausch Transaction.”
FILING10-K0002017206-26-000002cik 0002017206
“In connection with the Spin-Off, Lennar contributed $5.5 billion in land assets and cash of $1 billion to the Company.”
FILING10-K0001193125-25-068773cik 0002017206
“Borrower A - Secured development loan; residential development projects located across multiple U.S. markets”
FILING10-K0002017206-26-000002cik 0002017206
“Borrower B - Secured development loan; residential development projects located across multiple U.S. markets”
FILING10-K0002017206-26-000002cik 0002017206
Watchlist prices, news filtered to it, and its next report on your desk.
MRP (Millrose Properties, Inc.) has 6 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GS −1.26%, in financials.