Marlowe Partners as of Sept. 30, 2023
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 6 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 28.9 | $9.4M | 681k | 13.84 | |
| Lam Research Corporation | 27.4 | $8.9M | 14k | 626.77 | |
| Freshpet (FRPT) | 19.8 | $6.5M | 98k | 65.88 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 19.0 | $6.2M | 858k | 7.24 | |
| Expedia Group Com New (EXPE) | 2.5 | $821k | 8.0k | 103.07 | |
| Dollar General (DG) | 2.3 | $751k | 7.1k | 105.80 |
