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Size ($ in 1000's)
At 12/31/2023: $36,817
At 09/30/2023: $32,608
Marlowe Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marlowe Partners LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Marlowe Partners LP top holdings by largest position size, as per the latest 13f filing made by Marlowe Partners LP.
In the Marlowe Partners LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Marlowe Partners LP in that top holding, then the share count change between reporting periods, and finally the Marlowe Partners LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| LAM RESEARCH CORP |
11,231 |
-3,041 |
$8,797 | | LRCX | 11,231 | -3,041 | $8,797 | | TOPGOLF CALLAWAY BRANDS CORP |
597,837 |
-83,538 |
$8,573 | | MODG | 597,837 | -83,538 | $8,573 | | FRESHPET INC |
85,822 |
-12,094 |
$7,446 | | FRPT | 85,822 | -12,094 | $7,446 | | PLAYA HOTELS & RESORTS NV |
751,743 |
-105,924 |
$6,503 | | PLYA | 751,743 | -105,924 | $6,503 | | DOLLAR GEN CORP NEW |
18,705 |
+11,603 |
$2,543 | | DG | 18,705 | +11,603 | $2,543 | | VERALTO CORP |
15,919 |
+15,919 |
$1,309 | | VLTO | 15,919 | +15,919 | $1,309 | | EXPEDIA GROUP INC |
6,985 |
-976 |
$1,060 | | EXPE | 6,985 | -976 | $1,060 |
See Full List: All Stocks Held By Marlowe Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Marlowe Partners LP
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