Marlowe Partners LP - Q1 2022 holdings

$134 Million is the total value of Marlowe Partners LP's 8 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 33.3% .

 Value Shares↓ Weighting
LRCX SellLAM RESEARCH CORP$27,953,000
-35.1%
51,995
-13.1%
20.86%
-14.5%
ELY SellCALLAWAY GOLF CO$26,788,000
-23.0%
1,143,823
-9.8%
19.99%
+1.4%
PLYA SellPLAYA HOTELS & RESORTS NV$26,315,000
+4.0%
3,042,254
-4.1%
19.64%
+36.9%
BKNG SellBOOKING HOLDINGS INC$19,499,000
-28.2%
8,303
-26.7%
14.55%
-5.5%
TTWO BuyTAKE-TWO INTERACTIVE SOFTWAR$14,420,000
+10.3%
93,793
+27.5%
10.76%
+45.2%
CRM NewSALESFORCE COM INC$7,562,00035,618
+100.0%
5.64%
FRPT BuyFRESHPET INC$5,909,000
+111.0%
57,575
+95.9%
4.41%
+177.9%
PK BuyPARK HOTELS & RESORTS INC$5,543,000
+109.7%
283,837
+102.7%
4.14%
+176.2%
EXPE ExitEXPEDIA GROUP INC$0-16,400
-100.0%
-1.68%
WMG ExitWARNER MUSIC GROUP CORP$0-570,290
-100.0%
-13.96%
Original filings

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

  • View 13F-HR filed 2022-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PLAYA HOTELS & RESORTS NV27Q3 202330.7%
LAM RESEARCH CORP23Q3 202327.4%
ZAYO GROUP HLDGS INC17Q2 201940.3%
ZOETIS INC13Q2 202028.0%
BOOKING HOLDINGS INC13Q2 202315.4%
TOPGOLF CALLAWAY BRANDS CORP12Q3 202328.9%
KANSAS CITY SOUTHERN11Q4 202010.3%
AUTODESK INC9Q3 202117.4%
MOTOROLA SOLUTIONS INC9Q4 201621.4%
CYRUSONE INC9Q1 202111.2%

View Marlowe Partners LP's complete holdings history.

Latest filings
TypeFiled
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
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-11-15

View Marlowe Partners LP's complete filings history.

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