Marlowe Partners as of Dec. 31, 2018
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zayo Group Hldgs | 26.2 | $29M | 1.3M | 22.84 | |
| Lam Research Corporation (LRCX) | 23.7 | $26M | 194k | 136.17 | |
| Playa Hotels & Resorts Nv (PLYA) | 19.1 | $21M | 3.0M | 7.19 | |
| Wyndham Hotels And Resorts (WH) | 11.3 | $13M | 277k | 45.37 | |
| Equinix (EQIX) | 8.6 | $9.6M | 27k | 352.56 | |
| Versum Matls | 3.3 | $3.7M | 133k | 27.72 | |
| Kansas City Southern | 3.3 | $3.6M | 38k | 95.45 | |
| KLA-Tencor Corporation (KLAC) | 3.3 | $3.6M | 41k | 89.48 | |
| Schneider National Inc cl b (SNDR) | 1.1 | $1.3M | 68k | 18.66 |
