Marlowe Partners as of Dec. 31, 2022
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 22.6 | $17M | 40k | 420.30 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 22.4 | $17M | 2.6M | 6.53 | |
| Callaway Golf Company (MODG) | 21.6 | $16M | 814k | 19.75 | |
| Booking Holdings (BKNG) | 11.7 | $8.7M | 4.3k | 2015.28 | |
| Freshpet (FRPT) | 8.1 | $6.0M | 113k | 52.77 | |
| Pool Corporation (POOL) | 7.4 | $5.5M | 18k | 302.33 | |
| Park Hotels & Resorts Inc-wi (PK) | 6.1 | $4.6M | 387k | 11.79 |
