Marlowe Partners LP - Q4 2019 holdings

$193 Million is the total value of Marlowe Partners LP's 16 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .

 Value Shares↓ Weighting
ST ExitSENSATA TECHNOLOGIES HLDNG P$0-123,799
-100.0%
-3.38%
ANET ExitARISTA NETWORKS INC$0-27,166
-100.0%
-3.54%
GDDY ExitGODADDY INCcl a$0-149,833
-100.0%
-5.39%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-02-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PLAYA HOTELS & RESORTS NV30Q2 202430.7%
LAM RESEARCH CORP26Q2 202427.4%
ZAYO GROUP HLDGS INC17Q2 201940.3%
TOPGOLF CALLAWAY BRANDS CORP15Q2 202428.9%
ZOETIS INC13Q2 202028.0%
BOOKING HOLDINGS INC13Q2 202315.4%
FRESHPET INC11Q2 202426.2%
KANSAS CITY SOUTHERN11Q4 202010.3%
AUTODESK INC9Q3 202117.4%
MOTOROLA SOLUTIONS INC9Q4 201621.4%

View Marlowe Partners LP's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-29
13F-HR2024-08-01
13F-HR2024-05-14
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15

View Marlowe Partners LP's complete filings history.

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