Marlowe Partners as of June 30, 2019
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 17.5 | $30M | 161k | 187.84 | |
| Playa Hotels & Resorts Nv (PLYA) | 13.7 | $24M | 3.1M | 7.71 | |
| Wyndham Hotels And Resorts (WH) | 8.9 | $16M | 277k | 55.74 | |
| Equinix (EQIX) | 7.8 | $13M | 27k | 504.28 | |
| Zayo Group Hldgs | 7.0 | $12M | 368k | 32.91 | |
| Constellation Brands (STZ) | 6.9 | $12M | 61k | 196.95 | |
| Cyrusone | 6.8 | $12M | 205k | 57.72 | |
| Booking Holdings (BKNG) | 6.3 | $11M | 5.8k | 1874.79 | |
| Kansas City Southern | 5.5 | $9.5M | 78k | 121.82 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.8 | $6.6M | 47k | 140.69 | |
| Sensata Technolo (ST) | 3.1 | $5.4M | 110k | 49.00 | |
| Dupont De Nemours (DD) | 2.6 | $4.5M | 61k | 75.07 | |
| Eagle Materials (EXP) | 2.5 | $4.3M | 46k | 92.70 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $4.1M | 3.8k | 1082.89 | |
| Take-Two Interactive Software (TTWO) | 2.4 | $4.1M | 36k | 113.53 | |
| Schneider National Inc cl b (SNDR) | 1.7 | $2.9M | 159k | 18.24 | |
| Gcp Applied Technologies | 1.1 | $1.8M | 80k | 22.64 |
