Marlowe Partners as of Dec. 31, 2023
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 23.9 | $8.8M | 11k | 783.26 | |
| Callaway Golf Company (MODG) | 23.3 | $8.6M | 598k | 14.34 | |
| Freshpet (FRPT) | 20.2 | $7.4M | 86k | 86.76 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 17.7 | $6.5M | 752k | 8.65 | |
| Dollar General (DG) | 6.9 | $2.5M | 19k | 135.95 | |
| Veralto Corp Com Shs (VLTO) | 3.6 | $1.3M | 16k | 82.26 | |
| Expedia Group Com New (EXPE) | 2.9 | $1.1M | 7.0k | 151.79 | |
| Rentokil Initial Sponsored Adr (RTO) | 1.6 | $586k | 21k | 28.61 |
