Marlowe Partners as of Sept. 30, 2022
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 21.9 | $18M | 951k | 19.26 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 20.8 | $17M | 3.0M | 5.82 | |
| Lam Research Corporation (LRCX) | 20.5 | $17M | 47k | 365.99 | |
| Booking Holdings (BKNG) | 12.0 | $10M | 6.1k | 1643.17 | |
| Freshpet (FRPT) | 8.1 | $6.7M | 135k | 50.09 | |
| Pool Corporation (POOL) | 6.1 | $5.1M | 16k | 318.24 | |
| Park Hotels & Resorts Inc-wi (PK) | 6.1 | $5.1M | 452k | 11.26 | |
| salesforce (CRM) | 4.6 | $3.9M | 27k | 143.85 |
