Marlowe Partners as of June 30, 2018
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Playa Hotels & Resorts Nv (PLYA) | 22.4 | $30M | 2.8M | 10.80 | |
| Zayo Group Hldgs | 20.4 | $28M | 758k | 36.48 | |
| Lam Research Corporation (LRCX) | 16.5 | $22M | 129k | 172.85 | |
| Cars (CARS) | 15.8 | $21M | 751k | 28.39 | |
| Analog Devices (ADI) | 12.2 | $17M | 172k | 95.92 | |
| Equinix (EQIX) | 7.8 | $11M | 25k | 429.89 | |
| Wyndham Hotels And Resorts (WH) | 4.9 | $6.6M | 112k | 58.83 |
