Marlowe Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Marlowe Partners LP reported 8 stock positions worth $35.6 million. Its top holding was Freshpet (FRPT) at 26.2% of the portfolio, followed by Callaway Golf (CALY, 24.4%) and Lam Research (LRCX, 23.3%). Compared with Q1 2024, it opened 1 new position and reduced 5. The biggest buy was a new position in Pool (POOL) and the biggest sale Playa Hotels & Resorts (PLYA, shares −21%).
- Most Recent 13F
- Q3 2024
- Location
- NEW YORK, NY
- CIK
- 0001624049
- Portfolio Value
- $35.6M (Q2 2024)
- SEC Filing
- 0001172661-24-003013 ↗ filed Aug 1, 2024
Holdings Value
Holdings 8 stocks · $35.6M
| FRPT Freshpet Inc. | 26.22% | 72,132 | $9.3M | Reduce -11.1% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 24.37% | 566,973 | $8.7M | Reduce -5.2% |
| LRCX Lam Research Corp. | 23.26% | 7,773 | $8.3M | Reduce -11.8% |
| PLYA Playa Hotels & Resorts NV | 10.40% | 441,315 | $3.7M | Reduce -21.2% |
| DG Dollar General Corp. | 6.91% | 18,604 | $2.5M | Reduce -0.5% |
| VLTO Veralto Corp. | 4.27% | 15,919 | $1.5M | No change |
| POOL Pool Corp. | 2.85% | 3,300 | $1.0M | New |
| RTO Rentokil Initial PLC-SP ADR | 1.71% | 20,484 | $607K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| POOL Pool Corp. | New | 2.85% | +2.85 |