Marlowe Partners LP Portfolio Holdings

Marlowe Partners LP

  • $38.2 Million
  • Q1 2024

Marlowe Partners LP has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $38.2 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Callaway Golf CO with a value of $11.2M, Freshpet, Inc. with a value of $9.4M, Lam Research Corp with a value of $8.56M, Playa Hotels & Resorts N.V. with a value of $5.43M, and Dollar General Corp with a value of $2.92M.

Marlowe Partners LP is based out at New York, NY

Below you can find more details about Marlowe Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $38.2 Million
Consumer Cyclical: $16.7 Million
Consumer Defensive: $12.3 Million
Technology: $8.56 Million
Industrials: $617,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94B
$11.2 Million 29.43% of portfolio
597,837
Q4 2023 Reduced 12.26%
$6.33B
$9.4 Million 24.64% of portfolio
81,167
Q1 2024 Reduced 5.42%
$146B
$8.56 Million 22.42% of portfolio
8,809
Q1 2024 Reduced 21.57%
$1.34B
$5.43 Million 14.24% of portfolio
560,176
Q1 2024 Reduced 25.48%
$29.2B
$2.92 Million 7.65% of portfolio
18,705
Q4 2023 Added 163.38%
$14.8B
$617,000 1.62% of portfolio
20,484
Q4 2023 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $38.2 Million
  • Prior Value $38.2 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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