Marlowe Partners LP 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001624049 · New York, NY

As of Sep 30, 2024, Marlowe Partners LP reported 8 positions worth $26.1M in its SEC Form 13F filing.

Top 8 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
FRESHPET INC	FRPT	Consumer Defensive	76,003	0.4M	39.82%
LAM RESEARCH CORP	LRCX	Technology	8,373	$6.8M	26.17%
TOPGOLF CALLAWAY BRANDS CORP	MODG	Consumer Cyclical	215,528	$2.4M	9.06%
VERALTO CORP	VLTO	Industrials	15,919	.8M	6.82%
POOL CORP	POOL	Industrials	4,610	.7M	6.65%
PLAYA HOTELS & RESORTS NV	PLYA	Consumer Cyclical	178,919	.4M	5.31%
SOLVENTUM CORP	SOLV	Healthcare	15,743	.1M	4.20%
RENTOKIL INITIAL PLC	RTO	Industrials	20,484	$510.7K	1.96%