Marlowe Partners
Latest statistics and disclosures from Marlowe Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FRPT, Lam Research Corporation, MODG, VLTO, POOL, and represent 88.53% of Marlowe Partners's stock portfolio.
- Added to shares of these 4 stocks: SOLV, FRPT, POOL, Lam Research Corporation.
- Started 1 new stock position in SOLV.
- Reduced shares in these 3 stocks: MODG, DG, PLYA.
- Sold out of its position in DG.
- Marlowe Partners was a net seller of stock by $-5.7M.
- Marlowe Partners has $26M in assets under management (AUM), dropping by -26.64%.
- Central Index Key (CIK): 0001624049
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Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Freshpet (FRPT) | 39.8 | $10M | +5% | 76k | 136.77 |
|
| Lam Research Corporation | 26.2 | $6.8M | +7% | 8.4k | 816.08 |
|
| Callaway Golf Company (MODG) | 9.1 | $2.4M | -61% | 216k | 10.98 |
|
| Veralto Corp Com Shs (VLTO) | 6.8 | $1.8M | 16k | 111.86 |
|
|
| Pool Corporation (POOL) | 6.7 | $1.7M | +39% | 4.6k | 376.80 |
|
| Playa Hotels & Resorts Nv SHS (PLYA) | 5.3 | $1.4M | -59% | 179k | 7.75 |
|
| Solventum Corp Com Shs (SOLV) | 4.2 | $1.1M | NEW | 16k | 69.72 |
|
| Rentokil Initial Sponsored Adr (RTO) | 2.0 | $511k | 21k | 24.93 |
|
Past Filings by Marlowe Partners
SEC 13F filings are viewable for Marlowe Partners going back to 2014
- Marlowe Partners 2024 Q3 filed Nov. 13, 2024
- Marlowe Partners 2024 Q2 filed Aug. 1, 2024
- Marlowe Partners 2024 Q1 filed May 14, 2024
- Marlowe Partners 2023 Q4 filed Feb. 13, 2024
- Marlowe Partners 2023 Q3 filed Nov. 13, 2023
- Marlowe Partners 2023 Q2 filed Aug. 11, 2023
- Marlowe Partners 2023 Q1 filed May 12, 2023
- Marlowe Partners 2022 Q4 filed Feb. 13, 2023
- Marlowe Partners 2022 Q3 filed Nov. 14, 2022
- Marlowe Partners 2022 Q2 filed Aug. 15, 2022
- Marlowe Partners 2022 Q1 filed May 13, 2022
- Marlowe Partners 2021 Q4 filed Feb. 14, 2022
- Marlowe Partners 2021 Q3 filed Nov. 15, 2021
- Marlowe Partners 2021 Q2 filed Aug. 13, 2021
- Marlowe Partners 2021 Q1 filed May 14, 2021
- Marlowe Partners 2020 Q4 filed Feb. 12, 2021