Marlowe Partners as of June 30, 2017
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 11 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Playa Hotels & Resorts Nv (PLYA) | 21.8 | $35M | 2.9M | 11.95 | |
| Zayo Group Hldgs | 18.4 | $30M | 959k | 30.90 | |
| Cars (CARS) | 12.9 | $21M | 783k | 26.63 | |
| Kansas City Southern | 9.8 | $16M | 150k | 104.65 | |
| Zoetis Inc Cl A (ZTS) | 8.3 | $13M | 214k | 62.38 | |
| Emerald Expositions Events | 8.2 | $13M | 602k | 21.90 | |
| Cbre Group Inc Cl A (CBRE) | 6.8 | $11M | 303k | 36.40 | |
| Blue Buffalo Pet Prods | 5.5 | $8.9M | 388k | 22.81 | |
| Sensata Technologies Hldg Bv | 4.5 | $7.2M | 169k | 42.72 | |
| Realogy Hldgs (HOUS) | 2.9 | $4.6M | 142k | 32.45 | |
| Analog Devices (ADI) | 0.9 | $1.5M | 19k | 77.82 |
