HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 LAM RESEARCH CORP |
11,231 | -3,041 | $8,797 |
| LRCX | 11,231 | -3,041 | $8,797 |
| TOPGOLF CALLAWAY BRANDS CORP |
597,837 | -83,538 | $8,573 |
| MODG | 597,837 | -83,538 | $8,573 |
| FRESHPET INC |
85,822 | -12,094 | $7,446 |
| FRPT | 85,822 | -12,094 | $7,446 |
| PLAYA HOTELS & RESORTS NV |
751,743 | -105,924 | $6,503 |
| PLYA | 751,743 | -105,924 | $6,503 |
| DOLLAR GEN CORP NEW |
18,705 | +11,603 | $2,543 |
| DG | 18,705 | +11,603 | $2,543 |
| VERALTO CORP |
15,919 | +15,919 | $1,309 |
| VLTO | 15,919 | +15,919 | $1,309 |
| EXPEDIA GROUP INC |
6,985 | -976 | $1,060 |
| EXPE | 6,985 | -976 | $1,060 |
| RENTOKIL INITIAL PLC |
20,484 | +20,484 | $586 |
| RTO | 20,484 | +20,484 | $586 |
See Summary: Marlowe Partners LP Top Holdings
See Details: Top 10 Stocks Held By Marlowe Partners LP
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| VLTO | +15,919 | +$1,309 |
| RTO | +20,484 | +$586 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| EXPE | -7,961 | -$821 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DG | +11,603 | +$1,792 |
| EXPE | -976 | +$239 |
| LRCX | -3,041 | -$148 |
| FRPT | -12,094 | +$995 |
| MODG | -83,538 | -$857 |
| PLYA | -105,924 | +$293 |
|
Size ($ in 1000's)
At 12/31/2023: $36,817 At 09/30/2023: $32,608 Marlowe Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marlowe Partners LP 13F filings. Link to 13F filings: SEC filings |
