| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -7,102 | -100.0% | -2.30% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -7,961 | -100.0% | -2.52% | – |
| PLYA | Exit | PLAYA HOTELS & RESORTS NV | $0 | – | -857,667 | -100.0% | -19.04% | – |
| FRPT | Exit | FRESHPET INC | $0 | – | -97,916 | -100.0% | -19.78% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -14,272 | -100.0% | -27.43% | – |
| ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP | $0 | – | -681,375 | -100.0% | -28.92% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PLAYA HOTELS & RESORTS NV | 27 | Q3 2023 | 30.7% |
| LAM RESEARCH CORP | 23 | Q3 2023 | 27.4% |
| ZAYO GROUP HLDGS INC | 17 | Q2 2019 | 40.3% |
| ZOETIS INC | 13 | Q2 2020 | 28.0% |
| BOOKING HOLDINGS INC | 13 | Q2 2023 | 15.4% |
| TOPGOLF CALLAWAY BRANDS CORP | 12 | Q3 2023 | 28.9% |
| KANSAS CITY SOUTHERN | 11 | Q4 2020 | 10.3% |
| AUTODESK INC | 9 | Q3 2021 | 17.4% |
| MOTOROLA SOLUTIONS INC | 9 | Q4 2016 | 21.4% |
| CYRUSONE INC | 9 | Q1 2021 | 11.2% |
View Marlowe Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.