$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 | Exit | SENSATA TECHNOLOGIES HLDNG P | $0 | – | -123,799 | -100.0% | -3.38% | – |
ANET | Exit | ARISTA NETWORKS INC | $0 | – | -27,166 | -100.0% | -3.54% | – |
GDDY | Exit | GODADDY 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
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PLAYA HOTELS & RESORTS NV | 30 | Q2 2024 | 30.7% |
LAM RESEARCH CORP | 26 | Q2 2024 | 27.4% |
ZAYO GROUP HLDGS INC | 17 | Q2 2019 | 40.3% |
TOPGOLF CALLAWAY BRANDS CORP | 15 | Q2 2024 | 28.9% |
ZOETIS INC | 13 | Q2 2020 | 28.0% |
BOOKING HOLDINGS INC | 13 | Q2 2023 | 15.4% |
FRESHPET INC | 11 | Q2 2024 | 26.2% |
KANSAS CITY SOUTHERN | 11 | Q4 2020 | 10.3% |
AUTODESK INC | 9 | Q3 2021 | 17.4% |
MOTOROLA SOLUTIONS INC | 9 | Q4 2016 | 21.4% |
View Marlowe Partners LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-01 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View Marlowe Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.