Marlowe Partners as of Sept. 30, 2020
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hd Supply | 16.7 | $29M | 698k | 41.24 | |
| Autodesk (ADSK) | 15.2 | $26M | 113k | 231.01 | |
| Lam Research Corporation | 13.0 | $22M | 67k | 331.75 | |
| Constellation Brands Cl A (STZ) | 7.4 | $13M | 67k | 189.51 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 7.0 | $12M | 2.9M | 4.19 | |
| Cyrusone | 7.0 | $12M | 171k | 70.03 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 6.1 | $10M | 69k | 150.48 | |
| Kansas City Southern Com New | 5.9 | $10M | 56k | 180.84 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.3 | $9.1M | 318k | 28.74 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.6 | $8.0M | 83k | 95.66 | |
| Take-Two Interactive Software (TTWO) | 4.1 | $7.1M | 43k | 165.23 | |
| Equinix (EQIX) | 3.2 | $5.5M | 7.2k | 760.13 | |
| Liberty Media Corp Del Com C Braves Grp | 2.9 | $5.0M | 237k | 21.01 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.7 | $1.2M | 122k | 9.99 | |
| Apple Hospitality Reit Com New (APLE) | 0.7 | $1.1M | 119k | 9.61 | |
| Dupont De Nemours (DD) | 0.3 | $531k | 9.6k | 55.43 |
