Marlowe Partners as of March 31, 2023
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 21.4 | $16M | 30k | 530.12 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 20.6 | $15M | 1.6M | 9.60 | |
| Callaway Golf Company (MODG) | 17.7 | $13M | 604k | 21.62 | |
| Booking Holdings (BKNG) | 13.9 | $10M | 3.9k | 2652.41 | |
| Pool Corporation (POOL) | 8.6 | $6.3M | 19k | 342.44 | |
| Freshpet (FRPT) | 7.6 | $5.6M | 84k | 66.19 | |
| Union Pacific Corporation (UNP) | 5.4 | $4.0M | 20k | 201.26 | |
| Park Hotels & Resorts Inc-wi (PK) | 4.8 | $3.5M | 287k | 12.36 |
