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| Name: |
Marlowe Partners LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10065 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LRCX |
Lam Research Corp |
1 |
- |
$868.10 |
$8,797,000 |
11,231 |
23.89% |
-148,000 |
-3,041 |
0.008 |
Semiconductor Equipme... |
|
|
ELY |
Callaway Golf Co |
2 |
- |
$15.86 |
$8,573,000 |
597,837 |
23.29% |
-857,000 |
-83,538 |
0.322 |
Sporting Goods |
|
|
FRPT |
Freshpet, Inc. |
3 |
- |
$105.69 |
$7,446,000 |
85,822 |
20.22% |
995,000 |
-12,094 |
0.14 |
N/A |
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PLYA |
Playa Hotels & Resorts N.v. |
4 |
- |
$9.08 |
$6,503,000 |
751,743 |
17.66% |
293,000 |
-105,924 |
0.51 |
N/A |
|
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DG |
Dollar General Corp |
5 |
- |
$137.58 |
$2,543,000 |
18,705 |
6.91% |
1,792,000 |
11,603 |
0.001 |
Discount, Variety Stores |
|
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VLTO |
Veralto Corp |
6 |
New |
$94.38 |
$1,309,000 |
15,919 |
3.56% |
1,309,000 |
15,919 |
0.006 |
N/A |
|
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EXPE |
Expedia Inc |
7 |
- |
$133.14 |
$1,060,000 |
6,985 |
2.88% |
239,000 |
-976 |
0.005 |
Internet Service Prov... |
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RTOKY |
Rentokil Initial Plc (Unite... |
8 |
New |
$25.52 |
$586,000 |
20,484 |
1.59% |
586,000 |
20,484 |
0.006 |
N/A |
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