Marlowe Partners as of March 31, 2024
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 25.4 | $9.7M | 598k | 16.17 | |
| Freshpet (FRPT) | 24.7 | $9.4M | 81k | 115.86 | |
| Lam Research Corporation | 22.5 | $8.6M | 8.8k | 971.57 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 14.3 | $5.4M | 560k | 9.70 | |
| Dollar General (DG) | 7.7 | $2.9M | 19k | 156.06 | |
| Veralto Corp Com Shs (VLTO) | 3.7 | $1.4M | 16k | 88.66 | |
| Rentokil Initial Sponsored Adr (RTO) | 1.6 | $618k | 21k | 30.15 |
