Marlowe Partners as of Dec. 31, 2019
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Playa Hotels & Resorts Nv (PLYA) | 16.5 | $32M | 3.8M | 8.40 | |
| Lam Research Corporation (LRCX) | 11.1 | $21M | 73k | 292.40 | |
| Autodesk (ADSK) | 10.6 | $20M | 111k | 183.46 | |
| Jones Lang LaSalle Incorporated (JLL) | 9.0 | $17M | 100k | 174.09 | |
| Hd Supply | 6.6 | $13M | 318k | 40.22 | |
| Wyndham Hotels And Resorts (WH) | 6.4 | $12M | 196k | 62.81 | |
| Cyrusone | 6.2 | $12M | 183k | 65.43 | |
| Kansas City Southern | 6.1 | $12M | 76k | 153.17 | |
| Activision Blizzard | 6.0 | $12M | 196k | 59.42 | |
| Constellation Brands (STZ) | 5.9 | $11M | 60k | 189.74 | |
| Dupont De Nemours (DD) | 5.3 | $10M | 158k | 64.20 | |
| Booking Holdings (BKNG) | 3.0 | $5.7M | 2.8k | 2053.71 | |
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $5.0M | 3.7k | 1339.36 | |
| Qts Realty Trust | 2.2 | $4.2M | 78k | 54.27 | |
| IAC/InterActive | 1.4 | $2.7M | 11k | 249.09 | |
| Interxion Holding | 1.2 | $2.3M | 27k | 83.83 |
