Marlowe Partners as of March 31, 2019
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 11 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zayo Group Hldgs | 23.3 | $34M | 1.2M | 28.42 | |
| Lam Research Corporation (LRCX) | 20.0 | $29M | 161k | 179.01 | |
| Playa Hotels & Resorts Nv (PLYA) | 16.3 | $24M | 3.1M | 7.63 | |
| Wyndham Hotels And Resorts (WH) | 9.6 | $14M | 277k | 49.99 | |
| Equinix (EQIX) | 8.4 | $12M | 27k | 453.15 | |
| Constellation Brands (STZ) | 7.5 | $11M | 62k | 175.32 | |
| Kansas City Southern | 5.7 | $8.3M | 71k | 115.98 | |
| Booking Holdings (BKNG) | 4.1 | $5.9M | 3.4k | 1744.93 | |
| Cyrusone | 2.8 | $4.0M | 77k | 52.44 | |
| KLA-Tencor Corporation (KLAC) | 1.6 | $2.4M | 20k | 119.39 | |
| Spirit Airlines (SAVE) | 0.7 | $931k | 18k | 52.89 |
