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Marlowe Partners Lp Top Holdings and 13F Report (2024)

About Marlowe Partners Lp

Investment Activity

  • Marlowe Partners Lp has $38.01 million in total holdings as of March 31, 2024.
  • Marlowe Partners Lp owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About 15.29% of the portfolio was sold this quarter.
  • This quarter, Marlowe Partners Lp has purchased 8 new stocks and bought additional shares in 0 stocks.
  • Marlowe Partners Lp sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Freshpet
$9,404,009
Lam Research
$8,558,560
Dollar General
$2,919,102

Largest Sales this Quarter

Lam Research
2,422 shares (about $2.35M)
Playa Hotels & Resorts
191,567 shares (about $1.86M)
Freshpet
4,655 shares (about $539.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarlowe Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Topgolf Callaway Brands Corp. stock logo
MODG
Topgolf Callaway Brands
$9,667,0240.0%597,83725.4%Consumer Discretionary
Freshpet, Inc. stock logo
FRPT
Freshpet
$9,404,009$539,328 -5.4%81,16724.7%Consumer Staples
Lam Research Co. stock logo
LRCX
Lam Research
$8,558,560$2,353,143 -21.6%8,80922.5%Computer and Technology
Playa Hotels & Resorts stock logo
PLYA
Playa Hotels & Resorts
$5,433,707$1,858,200 -25.5%560,17614.3%Consumer Discretionary
Dollar General Co. stock logo
DG
Dollar General
$2,919,1020.0%18,7057.7%Retail/Wholesale
VERALTO CORP
$1,411,3790.0%15,9193.7%COM SHS
Rentokil Initial plc stock logo
RTO
Rentokil Initial
$617,5930.0%20,4841.6%Business Services
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$0$1,060,253 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: