Marlowe Partners as of June 30, 2024
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freshpet (FRPT) | 26.2 | $9.3M | 72k | 129.39 | |
| Callaway Golf Company (MODG) | 24.4 | $8.7M | 567k | 15.30 | |
| Lam Research Corporation (LRCX) | 23.3 | $8.3M | 7.8k | 1064.85 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 10.4 | $3.7M | 441k | 8.39 | |
| Dollar General (DG) | 6.9 | $2.5M | 19k | 132.23 | |
| Veralto Corp Com Shs (VLTO) | 4.3 | $1.5M | 16k | 95.47 | |
| Pool Corporation (POOL) | 2.8 | $1.0M | 3.3k | 307.33 | |
| Rentokil Initial Sponsored Adr (RTO) | 1.7 | $607k | 21k | 29.65 |
