Marlowe Partners as of June 30, 2023
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 22.8 | $9.8M | 492k | 19.85 | |
| Lam Research Corporation (LRCX) | 21.1 | $9.1M | 14k | 642.86 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 16.0 | $6.8M | 841k | 8.14 | |
| Booking Holdings (BKNG) | 15.4 | $6.6M | 2.4k | 2700.33 | |
| Pool Corporation (POOL) | 10.3 | $4.4M | 12k | 374.64 | |
| Freshpet (FRPT) | 8.4 | $3.6M | 55k | 65.81 | |
| Union Pacific Corporation (UNP) | 6.0 | $2.6M | 13k | 204.62 |
