Marlowe Partners LP

Q3 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    8

  • Value ($000)

    $26,107

  • Date Filed
    11/13/2024
  • Form type
    13F-HR
  • CIK
    0001624049
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FRPT
FRPT

FRESHPET INC

COM
358039105
$10.39M
40 %

76,003

LRCX
LRCX

LAM RESEARCH CORP

COM
512807108
$6.83M
26 %

8,373

MODG
MODG

TOPGOLF CALLAWAY BRANDS CORP

COM
131193104
$2.37M
9 %

215,528

VLTO
VLTO

VERALTO CORP

COM SHS
92338C103
$1.78M
7 %

15,919

POOL
POOL

POOL CORP

COM
73278L105
$1.74M
7 %

4,610

---

PLAYA HOTELS & RESORTS NV

SHS
N70544106
$1.39M
5 %

178,919

SOLV
SOLV

SOLVENTUM CORP

COM SHS
83444M101
$1.10M
4 %

15,743

RTO
RTO

RENTOKIL INITIAL PLC

SPONSORED ADR
760125104
$510.67K
2 %

20,484

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