Latest Marlowe Partners LP Stock Portfolio
$38.01Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Marlowe Partners LP and it’s 13F Hedge Fund Stock Holdings
Marlowe Partners LP is a hedge fund based in NEW YORK, NY. On 23-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $110 Millions. In it's latest 13F Holdings report, Marlowe Partners LP reported an equity portfolio of $38 Millions as of 31 Mar, 2024.
The top stock holdings of Marlowe Partners LP are MODG, FRPT, LRCX. The fund has invested 25.4% of it's portfolio in TOPGOLF CALLAWAY BRANDS CORP and 24.7% of portfolio in FRESHPET INC.
The fund managers got completely rid off EXPEDIA GROUP INC (EXPE) stocks. They significantly reduced their stock positions in PLAYA HOTELS & RESORTS NV (PLYA), LAM RESEARCH CORP (LRCX) and FRESHPET INC (FRPT).
The top stock holdings of Marlowe Partners LP are MODG, FRPT, LRCX. The fund has invested 25.4% of it's portfolio in TOPGOLF CALLAWAY BRANDS CORP and 24.7% of portfolio in FRESHPET INC.
The fund managers got completely rid off EXPEDIA GROUP INC (EXPE) stocks. They significantly reduced their stock positions in PLAYA HOTELS & RESORTS NV (PLYA), LAM RESEARCH CORP (LRCX) and FRESHPET INC (FRPT).
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| PLAYA HOTELS & RESORTS NV | -25.48 |
| LAM RESEARCH CORP | -21.57 |
| FRESHPET INC | -5.42 |
Marlowe Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| EXPEDIA GROUP INC | -1,060,250 |
Marlowe Partners LP got rid off the above stocks
Current Stock Holdings of Marlowe Partners LP
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP NEW | 7.68 | 18,705 | 2,919,100 | UNCHANGED | 0.00 | |
| EXPE | EXPEDIA GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FRPT | FRESHPET INC | 24.74 | 81,167 | 9,404,010 | REDUCED | -5.42 | |
| LRCX | LAM RESEARCH CORP | 22.52 | 8,809 | 8,558,560 | REDUCED | -21.57 | |
| MODG | TOPGOLF CALLAWAY BRANDS CORP | 25.43 | 597,837 | 9,667,020 | UNCHANGED | 0.00 | |
| PLYA | PLAYA HOTELS & RESORTS NV | 14.30 | 560,176 | 5,433,710 | REDUCED | -25.48 | |
| RTO | RENTOKIL INITIAL PLC | 1.62 | 20,484 | 617,593 | UNCHANGED | 0.00 | |
| VERALTO CORP | 3.71 | 15,919 | 1,411,380 | UNCHANGED | 0.00 |