Marlowe Partners as of Dec. 31, 2020
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 13 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 17.4 | $33M | 106k | 305.34 | |
| Lam Research Corporation (LRCX) | 17.0 | $32M | 67k | 472.27 | |
| Warner Music Group Corp Com Cl A (WMG) | 13.0 | $24M | 636k | 37.99 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 9.1 | $17M | 2.9M | 5.95 | |
| Callaway Golf Company (MODG) | 8.8 | $16M | 682k | 24.01 | |
| Cyrusone | 7.5 | $14M | 191k | 73.15 | |
| Take-Two Interactive Software (TTWO) | 7.4 | $14M | 66k | 207.80 | |
| Jones Lang LaSalle Incorporated (JLL) | 6.6 | $12M | 83k | 148.37 | |
| Kansas City Southern Com New | 4.7 | $8.8M | 43k | 204.14 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 3.8 | $7.1M | 39k | 184.09 | |
| Liberty Media Corp Del Com C Braves Grp | 2.5 | $4.7M | 189k | 24.88 | |
| Park Hotels & Resorts Inc-wi (PK) | 1.1 | $2.1M | 122k | 17.15 | |
| Qts Rlty Tr Com Cl A | 1.0 | $1.9M | 30k | 61.89 |
