After a sharp post-spin rally, one investor’s trim raises a question about how Millrose fits into long-term housing capital strategies.Dallas-based Permian Investment Partners cut its position in Millrose Properties (MRP 0.88%) by about 1 million shares in the third quarter, contributing to an overall position value that fell by about $19.9 million, according to a November 14 SEC filing.What HappenedAccording to an SEC filing released November 14, Permian Investment Partners reduced its stake in Millrose Pr ...