Marlowe Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Marlowe Partners LP reported 7 stock positions worth $38.0 million. Its top holding was Callaway Golf (CALY) at 25.4% of the portfolio, followed by Freshpet (FRPT, 24.7%) and Lam Research (LRCX, 22.5%). Compared with Q4 2023, it sold out of 1 and reduced 3. The biggest sale was Playa Hotels & Resorts (PLYA, shares −25%).
- Most Recent 13F
- Q3 2024
- Location
- NEW YORK, NY
- CIK
- 0001624049
- Portfolio Value
- $38.0M (Q1 2024)
- SEC Filing
- 0001172661-24-002299 ↗ filed May 14, 2024
Holdings Value
Holdings 7 stocks · $38.0M
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 25.43% | 597,837 | $9.7M | No change |
| FRPT Freshpet Inc. | 24.74% | 81,167 | $9.4M | Reduce -5.4% |
| LRCX Lam Research Corp. | 22.52% | 8,809 | $8.6M | Reduce -21.6% |
| PLYA Playa Hotels & Resorts NV | 14.29% | 560,176 | $5.4M | Reduce -25.5% |
| DG Dollar General Corp. | 7.68% | 18,705 | $2.9M | No change |
| VLTO Veralto Corp. | 3.71% | 15,919 | $1.4M | No change |
| RTO Rentokil Initial PLC-SP ADR | 1.62% | 20,484 | $618K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||