Marlowe Partners as of Sept. 30, 2017
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 9 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blue Buffalo Pet Prods | 21.5 | $31M | 1.1M | 28.35 | |
| Playa Hotels & Resorts Nv (PLYA) | 19.6 | $29M | 2.7M | 10.43 | |
| Zayo Group Hldgs | 18.0 | $26M | 762k | 34.42 | |
| Cars (CARS) | 15.0 | $22M | 821k | 26.61 | |
| Kansas City Southern | 10.3 | $15M | 138k | 108.68 | |
| Cbre Group Inc Cl A (CBRE) | 8.4 | $12M | 324k | 37.88 | |
| Realogy Hldgs (HOUS) | 3.2 | $4.7M | 142k | 32.95 | |
| Ptc (PTC) | 2.0 | $2.9M | 52k | 56.28 | |
| Amc Entmt Hldgs Inc Cl A | 1.8 | $2.7M | 182k | 14.70 |
