Marlowe Partners as of Dec. 31, 2021
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 9 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 24.4 | $43M | 60k | 719.15 | |
| Callaway Golf Company (MODG) | 19.7 | $35M | 1.3M | 27.44 | |
| Booking Holdings (BKNG) | 15.4 | $27M | 11k | 2399.24 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 14.3 | $25M | 3.2M | 7.98 | |
| Warner Music Group Corp Com Cl A (WMG) | 14.0 | $25M | 570k | 43.18 | |
| Take-Two Interactive Software (TTWO) | 7.4 | $13M | 74k | 177.71 | |
| Expedia Group Com New (EXPE) | 1.7 | $3.0M | 16k | 180.73 | |
| Freshpet (FRPT) | 1.6 | $2.8M | 29k | 95.29 | |
| Park Hotels & Resorts Inc-wi (PK) | 1.5 | $2.6M | 140k | 18.88 |
