Marlowe Partners as of Sept. 30, 2024
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Freshpet (FRPT) | 39.8 | $10M | 76k | 136.77 | |
Lam Research Corporation | 26.2 | $6.8M | 8.4k | 816.08 | |
Callaway Golf Company (MODG) | 9.1 | $2.4M | 216k | 10.98 | |
Veralto Corp Com Shs (VLTO) | 6.8 | $1.8M | 16k | 111.86 | |
Pool Corporation (POOL) | 6.7 | $1.7M | 4.6k | 376.80 | |
Playa Hotels & Resorts Nv SHS (PLYA) | 5.3 | $1.4M | 179k | 7.75 | |
Solventum Corp Com Shs (SOLV) | 4.2 | $1.1M | 16k | 69.72 | |
Rentokil Initial Sponsored Adr (RTO) | 2.0 | $511k | 21k | 24.93 |