Institutions / Marlowe Partners LP
Marlowe Partners LP
CIK 1624049 · Institution · as of Mar 31, 2024
Portfolio value
$38.01M
Positions
7
As of
Mar 31, 2024
Portfolio trend
Portfolio value
$38.01M+3.2%Positions
7-12.5%Top holdings
Mar 31, 2024
| Company | Value | % of portfolio |
|---|---|---|
| Topgolf Callaway Brands Corp.CALY | $9.67M | 25.4% |
| Freshpet, Inc.FRPT | $9.40M | 24.7% |
| Lam Research Corp | $8.56M | 22.5% |
| Playa Hotels & Resorts N.V.PLYA | $5.43M | 14.3% |
| Dollar General CorpDG | $2.92M | 7.7% |
| Veralto CorpVLTO | $1.41M | 3.7% |
| Rentokil Initial PLC /Fi | $617.6K | 1.6% |
Activity
Mar 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Exit Other (per filing) | Warner Music Group Corp. common | $-24.63M | -570K -100.00% | 0 | medium |
| Q2 2022 as of | Exit Other (per filing) | Take Two Interactive Software Inc common | $-14.42M | -94K -100.00% | 0 | medium |
| Q4 2021 as of | Exit Other (per filing) | Autodesk, Inc. common | $-13.16M | -46K -100.00% | 0 | medium |
| Q2 2021 as of | Exit Other (per filing) |