MRP · Millrose Properties, Inc. · Fails to Deliver
One customer — 88% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company derived from Lennar approximately 84% of the Company's total revenues and 88% of the Company's total option fee revenues.”
One customer — 85% of revenue (the year ended December 31, 2025)
“Revenues earned under the Master Program Agreement with Lennar represented 85% of the Company's total option fee revenues.”
One customer — 84% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company derived from Lennar approximately 84% of the Company's total revenues and 88% of the Company's total option fee revenues.”
Fails to deliver — shares from a trade that were not delivered to the buyer by the settlement date — published by the SEC twice a month. Persistent fails can reflect settlement problems or naked short selling.
Fails to Deliver History
| Settlement Date | Quantity | Price | Value |
|---|---|---|---|
| 2026-09-28 | 4,058 | $27.19 | $110,337 |
| 2026-09-24 | 50,611 | $26.81 | $1,356,881 |
| 2026-09-11 | 30,461 | $29.59 | $901,341 |
| 2026-09-08 | 149 | $32.02 | $4,771 |
| 2026-09-04 | 157 | $31.72 | $4,980 |
| 2026-08-31 | 27 | $30.61 | $826 |
| 2026-08-24 | 900 | $30.39 | $27,351 |
| 2026-08-21 | 237 | $30.58 | $7,247 |
| 2026-08-12 | 62,403 | $29.73 | $1,855,241 |