83 is the total number of securities Marlowe Partners LP has owned. The longest Marlowe Partners LP has owned a single stock is 27 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PLYA | PLAYA HOTELS & RESORTS NV | 27 | 27 | 4.79% | 16.76% | 30.74% | Q1 2017 | Q3 2023 | 27 |
| LRCX | LAM RESEARCH CORP | 23 | 23 | 9.40% | 19.12% | 27.43% | Q1 2018 | Q3 2023 | 23 |
| ZAYO | ZAYO GROUP HLDGS INC | 17 | 17 | 7.00% | 21.01% | 40.31% | Q2 2015 | Q2 2019 | 17 |
| ZTS | ZOETIS INC | 11 | 2 | 5.05% | 16.59% | 28.02% | Q4 2014 | Q2 2020 | 13 |
| BKNG | BOOKING HOLDINGS INC | 9 | 4 | 2.98% | 10.05% | 15.40% | Q1 2019 | Q2 2023 | 13 |
| ELY | TOPGOLF CALLAWAY BRAND... | 12 | 12 | 8.78% | 20.29% | 28.92% | Q4 2020 | Q3 2023 | 12 |
| KSU | KANSAS CITY SOUTHERN | 9 | 2 | 3.28% | 6.25% | 10.31% | Q2 2017 | Q4 2020 | 11 |
| ADSK | AUTODESK INC | 9 | 9 | 7.83% | 13.32% | 17.41% | Q3 2019 | Q3 2021 | 9 |
| MSI | MOTOROLA SOLUTIONS INC | 9 | 9 | 5.51% | 11.75% | 21.42% | Q4 2014 | Q4 2016 | 9 |
| CONE | CYRUSONE INC | 9 | 9 | 2.81% | 7.67% | 11.19% | Q1 2019 | Q1 2021 | 9 |
| TTWO | TAKE-TWO INTERACTIVE S... | 8 | 1 | 2.37% | 6.64% | 10.76% | Q2 2019 | Q1 2022 | 9 |
| PK | PARK HOTELS RESORTS INC | 6 | 1 | 0.71% | 3.64% | 6.13% | Q1 2017 | Q1 2023 | 9 |
| FRPT | FRESHPET INC | 8 | 8 | 1.59% | 7.98% | 19.78% | Q4 2021 | Q3 2023 | 8 |
| EQIX | EQUINIX INC | 5 | 3 | 3.18% | 6.50% | 8.63% | Q2 2018 | Q3 2020 | 8 |
| JLL | JONES LANG LASALLE INC | 8 | 8 | 3.49% | 5.50% | 9.00% | Q2 2019 | Q1 2021 | 8 |
| WMG | WARNER MUSIC GROUP CORP | 7 | 7 | 1.19% | 10.76% | 14.83% | Q2 2020 | Q4 2021 | 7 |
| WH | WYNDHAM HOTELS & RESOR... | 7 | 7 | 4.89% | 8.30% | 11.32% | Q2 2018 | Q4 2019 | 7 |
| CBRE | CBRE GROUP INC | 5 | 2 | 1.79% | 4.63% | 8.44% | Q3 2016 | Q2 2020 | 7 |
| CARS | CARS COM INC | 6 | 6 | 8.99% | 16.33% | 22.84% | Q2 2017 | Q3 2018 | 6 |
| STZ | CONSTELLATION BRANDS INC | 4 | 2 | 5.88% | 6.93% | 7.54% | Q1 2019 | Q3 2020 | 6 |
| EBAY | EBAY INC | 5 | 1 | 1.73% | 5.20% | 10.41% | Q2 2015 | Q4 2016 | 6 |
| ST | SENSATA TECHNOLOGIES H... | 6 | 6 | 0.50% | 3.68% | 6.50% | Q1 2016 | Q2 2017 | 6 |
| RLGY | REALOGY HLDGS CORP | 6 | 6 | 0.44% | 1.90% | 3.22% | Q2 2016 | Q3 2017 | 6 |
| SPY | SPDR S&P 500 ETF TR | 2 | 1 | 31.11% | 36.01% | 40.89% | Q4 2014 | Q1 2017 | 5 |
| HDS | HD SUPPLY HLDGS INC | 5 | 5 | 5.79% | 10.23% | 16.73% | Q3 2019 | Q3 2020 | 5 |
| NWS | NEWS CORP NEW | 5 | 5 | 5.56% | 9.21% | 11.68% | Q4 2014 | Q4 2015 | 5 |
| CST | CST BRANDS INC | 5 | 5 | 3.64% | 8.79% | 13.05% | Q4 2014 | Q4 2015 | 5 |
| IMS | IMS HEALTH HLDGS INC | 5 | 5 | 3.04% | 5.79% | 10.86% | Q1 2015 | Q1 2016 | 5 |
| DD | DUPONT DE NEMOURS INC | 4 | 1 | 0.31% | 3.87% | 5.92% | Q2 2019 | Q3 2020 | 5 |
| ADI | ANALOG DEVICES INC | 3 | 1 | 0.91% | 9.04% | 12.17% | Q2 2017 | Q3 2018 | 4 |
| POOL | POOL CORP | 4 | 4 | 6.13% | 8.11% | 10.31% | Q3 2022 | Q2 2023 | 4 |
| ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.61% | 5.69% | 10.05% | Q3 2019 | Q2 2020 | 4 |
| PCLN | PRICELINE GRP INC | 4 | 4 | 1.84% | 3.34% | 5.36% | Q2 2016 | Q1 2017 | 4 |
| COTY | COTY INC | 2 | 1 | 0.44% | 2.68% | 4.93% | Q4 2014 | Q4 2016 | 4 |
| BUFF | BLUE BUFFALO PET PRODS... | 3 | 3 | 5.51% | 17.18% | 24.51% | Q2 2017 | Q4 2017 | 3 |
| CRM | SALESFORCE INC | 3 | 3 | 4.64% | 5.66% | 6.69% | Q1 2022 | Q3 2022 | 3 |
| AXTA | AXALTA COATING SYS LTD | 3 | 3 | 2.42% | 3.68% | 4.80% | Q2 2015 | Q4 2015 | 3 |
| ERA | ERA GROUP INC | 3 | 3 | 2.72% | 3.61% | 5.12% | Q4 2014 | Q2 2015 | 3 |
| GOOGL | ALPHABET INC | 3 | 3 | 2.38% | 2.50% | 2.58% | Q2 2019 | Q4 2019 | 3 |
| MG | MISTRAS GROUP INC | 3 | 3 | 1.02% | 2.36% | 4.53% | Q1 2015 | Q3 2015 | 3 |
| QTS | QTS RLTY TR INC | 2 | 1 | 1.00% | 1.93% | 2.59% | Q4 2019 | Q4 2020 | 3 |
| UNP | UNION PAC CORP | 2 | 2 | 5.37% | 5.67% | 5.97% | Q1 2023 | Q2 2023 | 2 |
| MSGS | MADISON SQUARE GRDN SP... | 2 | 2 | 3.81% | 4.93% | 6.06% | Q3 2020 | Q4 2020 | 2 |
| ST | SENSATA TECHNOLOGIES H... | 2 | 2 | 3.12% | 3.25% | 3.38% | Q2 2019 | Q3 2019 | 2 |
| BATRK | LIBERTY MEDIA CORP DEL | 2 | 2 | 2.52% | 2.71% | 2.90% | Q3 2020 | Q4 2020 | 2 |
| FNFV | FIDELITY NATIONAL FINA... | 2 | 2 | 0.41% | 2.47% | 4.54% | Q4 2014 | Q1 2015 | 2 |
| KLAC | KLA-TENCOR CORP | 2 | 2 | 1.65% | 2.46% | 3.27% | Q4 2018 | Q1 2019 | 2 |
| MON | MONSANTO CO NEW | 2 | 2 | 1.03% | 2.24% | 3.45% | Q1 2015 | Q2 2015 | 2 |
| AMC | AMC ENTMT HLDGS INC | 2 | 2 | 1.84% | 2.20% | 2.57% | Q3 2017 | Q4 2017 | 2 |
| EXPE | EXPEDIA GROUP INC | 1 | 1 | 1.68% | 2.10% | 2.52% | Q4 2021 | Q3 2023 | 2 |
| DNOW | NOW INC | 2 | 2 | 0.59% | 1.90% | 3.20% | Q4 2014 | Q1 2015 | 2 |
| ANWWQ | AEGEAN MARINE PETROLEU... | 2 | 2 | 1.37% | 1.68% | 1.99% | Q4 2014 | Q1 2015 | 2 |
| SNDR | SCHNEIDER NATIONAL INC | 1 | 1 | 1.14% | 1.41% | 1.68% | Q4 2018 | Q2 2019 | 2 |
| ATNI | ATLANTIC TELE NETWORK INC | 2 | 2 | 1.31% | 1.34% | 1.37% | Q4 2014 | Q1 2015 | 2 |
| SAP | SAP SE | 2 | 2 | 0.51% | 1.31% | 2.10% | Q1 2020 | Q2 2020 | 2 |
| INXN | INTERXION HOLDING N.V | 1 | 1 | 0.82% | 1.00% | 1.18% | Q2 2015 | Q4 2019 | 2 |
| IHS | IHS INC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2014 | Q1 2015 | 2 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 47.36% | 47.36% | 47.36% | Q1 2016 | Q1 2016 | 1 |
| EEX | EMERALD EXPOSITIONS EV... | 1 | 1 | 8.19% | 8.19% | 8.19% | Q2 2017 | Q2 2017 | 1 |
| GDDY | GODADDY INC | 1 | 1 | 5.39% | 5.39% | 5.39% | Q3 2019 | Q3 2019 | 1 |
| SERV | SERVICEMASTER GLOBAL H... | 1 | 1 | 4.60% | 4.60% | 4.60% | Q3 2016 | Q3 2016 | 1 |
| ANET | ARISTA NETWORKS INC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2019 | Q3 2019 | 1 |
| COR | CORESITE RLTY CORP | 1 | 1 | 3.52% | 3.52% | 3.52% | Q1 2020 | Q1 2020 | 1 |
| VSM | VERSUM MATLS INC | 1 | 1 | 3.32% | 3.32% | 3.32% | Q4 2018 | Q4 2018 | 1 |
| QCOM | QUALCOMM INC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2015 | Q1 2015 | 1 |
| LVLT | LEVEL 3 COMMUNICATIONS... | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2016 | Q3 2016 | 1 |
| NTCT | NETSCOUT SYS INC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2017 | Q4 2017 | 1 |
| EXP | EAGLE MATERIALS INC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2019 | Q2 2019 | 1 |
| DG | DOLLAR GEN CORP NEW | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2023 | Q3 2023 | 1 |
| TWNK | HOSTESS BRANDS INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2016 | Q4 2016 | 1 |
| PTC | PTC INC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2017 | Q3 2017 | 1 |
| LW | LAMB WESTON HLDGS INC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2016 | Q4 2016 | 1 |
| COO | COOPER COS INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2015 | Q3 2015 | 1 |
| IAC | IAC INTERACTIVECORP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2019 | Q4 2019 | 1 |
| WIN | WINDSTREAM HLDGS INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2015 | Q1 2015 | 1 |
| RL | RALPH LAUREN CORP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2015 | Q1 2015 | 1 |
| GCP | GCP APPLIED TECHNOLOGI... | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2019 | Q2 2019 | 1 |
| BEL | BELMOND LTD | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2016 | Q2 2016 | 1 |
| PCP | PRECISION CASTPARTS CORP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2015 | Q2 2015 | 1 |
| APLE | APPLE HOSPITALITY REIT... | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2020 | Q3 2020 | 1 |
| SAVE | SPIRIT AIRLS INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2019 | Q1 2019 | 1 |
| SWI | SOLARWINDS CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
| ARMK | ARAMARK | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2015 | Q1 2015 | 1 |
Download | |||||||||
The securities at the top of the list , including PLAYA HOTELS & RESORTS NV, LAM RESEARCH CORP, and ZAYO GROUP HLDGS INC, are the highest-conviction holdings of Marlowe Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Marlowe Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Marlowe Partners LP owns currently or has owned in the past.