Marlowe Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Marlowe Partners LP reported 8 stock positions worth $26.1 million. Its top holding was Freshpet (FRPT) at 39.8% of the portfolio, followed by Lam Research (LRCX, 26.2%) and Callaway Golf (CALY, 9.1%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 2. The biggest buy was Freshpet (FRPT, shares +5%) and the biggest sale Callaway Golf (CALY, shares −62%).
- Most Recent 13F
- Q3 2024
- Location
- NEW YORK, NY
- CIK
- 0001624049
- Portfolio Value
- $26.1M (Q3 2024)
- SEC Filing
- 0001085146-24-005653 ↗ filed Nov 13, 2024
Holdings Value
Holdings 8 stocks · $26.1M
| FRPT Freshpet Inc. | 39.82% | 76,003 | $10.4M | Add +5.4% |
| LRCX Lam Research Corp. | 26.17% | 8,373 | $6.8M | Add +7.7% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 9.06% | 215,528 | $2.4M | Reduce -62.0% |
| VLTO Veralto Corp. | 6.82% | 15,919 | $1.8M | No change |
| POOL Pool Corp. | 6.65% | 4,610 | $1.7M | Add +39.7% |
| PLYA Playa Hotels & Resorts NV | 5.31% | 178,919 | $1.4M | Reduce -59.5% |
| SOLV Solventum Corp. | 4.20% | 15,743 | $1.1M | New |
| RTO Rentokil Initial PLC-SP ADR | 1.96% | 20,484 | $511K | No change |