Marlowe Partners
Latest statistics and disclosures from Marlowe Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MODG, LRCX, FRPT, PLYA, EXPE, and represent 97.70% of Marlowe Partners's stock portfolio.
- Added to shares of these 6 stocks: FRPT, MODG, EXPE, DG, LRCX, PLYA.
- Started 2 new stock positions in DG, EXPE.
- Reduced shares in these 3 stocks: BKNG (-$6.6M), , UNP.
- Sold out of its positions in BKNG, POOL, UNP.
- Marlowe Partners was a net seller of stock by $-6.3M.
- Marlowe Partners has $33M in assets under management (AUM), dropping by -23.90%.
- Central Index Key (CIK): 0001624049
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Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 6 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 28.9 | $9.4M | +38% | 681k | 13.84 |
|
| Lam Research Corporation (LRCX) | 27.4 | $8.9M | 14k | 626.77 |
|
|
| Freshpet (FRPT) | 19.8 | $6.5M | +78% | 98k | 65.88 |
|
| Playa Hotels & Resorts Nv SHS (PLYA) | 19.0 | $6.2M | 858k | 7.24 |
|
|
| Expedia Group Com New (EXPE) | 2.5 | $821k | NEW | 8.0k | 103.07 |
|
| Dollar General (DG) | 2.3 | $751k | NEW | 7.1k | 105.80 |
|
Past Filings by Marlowe Partners
SEC 13F filings are viewable for Marlowe Partners going back to 2014
- Marlowe Partners 2023 Q3 filed Nov. 13, 2023
- Marlowe Partners 2023 Q2 filed Aug. 11, 2023
- Marlowe Partners 2023 Q1 filed May 12, 2023
- Marlowe Partners 2022 Q4 filed Feb. 13, 2023
- Marlowe Partners 2022 Q3 filed Nov. 14, 2022
- Marlowe Partners 2022 Q2 filed Aug. 15, 2022
- Marlowe Partners 2022 Q1 filed May 13, 2022
- Marlowe Partners 2021 Q4 filed Feb. 14, 2022
- Marlowe Partners 2021 Q3 filed Nov. 15, 2021
- Marlowe Partners 2021 Q2 filed Aug. 13, 2021
- Marlowe Partners 2021 Q1 filed May 14, 2021
- Marlowe Partners 2020 Q4 filed Feb. 12, 2021
- Marlowe Partners 2020 Q3 filed Nov. 13, 2020
- Marlowe Partners 2020 Q2 filed Aug. 13, 2020
- Marlowe Partners 2020 Q1 filed May 14, 2020
- Marlowe Partners 2019 Q4 filed Feb. 13, 2020