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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

Waterfall Asset Management increased its stake in Millrose Properties (MRP +0.11%), adding 219,984 shares in the first...
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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

Waterfall Asset Management increased its stake in Millrose Properties (MRP +0.11%), adding 219,984 shares in the first quarter, an estimated $6.62 million trade based on quarterly average pricing,...
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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

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Waterfall Asset Management increased its stake in Millrose...

Financial Analysts Journal, Q1 2026, Vol. 82 No. 1

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The Best Defensive Strategies: Two Centuries of Evidence Guido...

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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

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Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

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