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 |
