MP
| |
Marlowe Partners LP13F | |
| Marlowe Partners LP | |
| Last update 2024-11-14 | 8 Stocks (1 new) |
| Value $26.00 Mil | Turnover 10 % |
Marlowe Partners LP Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRPT | Freshpet Inc | 76,003 | 10,394.9 | +5.37% | 39.820 | +2.03% | 0.160 | -45.30% | -45.67% | 3,925.1 | Consumer Packaged Goods | |
LRCX | Lam Research Corp | 83,730 | 6,833.0 | +7.72% | 26.170 | +1.88% | 0.000 | -8.19% | +4.65% | 96,394.3 | Semiconductors | |
MODG | Topgolf Callaway Brands Corp | 215,528 | 2,366.5 | -61.99% | 9.060 | -15.11% | 0.120 | -3.17% | -6.62% | 1,348.7 | Travel & Leisure | |
VLTO | Veralto Corp | 15,919 | 1,780.7 | 0% | 6.820 | 0% | 0.010 | -1.66% | -4.59% | 24,057.4 | Industrial Products | |
POOL | Pool Corp | 4,610 | 1,737.0 | +39.70% | 6.650 | +1.89% | 0.010 | -8.66% | -11.13% | 11,350.7 | Industrial Distribution | |
PLYA | Playa Hotels & Resorts NV | 178,919 | 1,386.6 | -59.46% | 5.310 | -6.18% | 0.150 | +3.86% | +6.25% | 1,653.3 | Travel & Leisure | |
SOLV | Solventum Corp | 15,743 | 1,097.6 | New Holding | 4.200 | +4.20% | 0.010 | -4.29% | +6.31% | 12,150.0 | Medical Devices & Instruments | |
RTO | Rentokil Initial PLC | 20,484 | 510.7 | 0% | 1.960 | 0% | 0.000 | -4.95% | -6.57% | 11,691.2 | Business Services | |
DG | Dollar General Corp | 0 | 0 | Sold Out | 0.000 | -6.91% | 0.000 | +27.26% | +22.63% | 20,160.3 | Retail - Defensive |
Marlowe Partners LP's Historical Top Holdings Breakdowns
Marlowe Partners LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MODG | Topgolf Callaway Brands Corp | 2024-09-30 | Reduce | -15.11% | 9.24 ($12.58) 16.5 | $7.34 | -41.65% | Reduce -61.99% | 215,528 | -351,445 | |
DG | Dollar General Corp | 2024-09-30 | Sold Out | -6.91% | 80.41 ($109.62) 132.42 | $91.66 | -16.38% | Sold Out | 0 | -18,604 | |
PLYA | Playa Hotels & Resorts NV | 2024-09-30 | Reduce | -6.18% | 7.24 ($7.92) 8.77 | $13.44 | 69.70% | Reduce -59.46% | 178,919 | -262,396 | |
SOLV | Solventum Corp | 2024-09-30 | New Buy | +4.20% | 48.02 ($60.14) 72.34 | $70.23 | 16.78% | New holding | 15,743 | 15,743 | |
FRPT | Freshpet Inc | 2024-09-30 | Add | +2.03% | 115.58 ($130.96) 142.19 | $80.47 | -38.55% | Add 5.37% | 76,003 | 3,871 | |
POOL | Pool Corp | 2024-09-30 | Add | +1.89% | 296.17 ($345.95) 376.8 | $301.92 | -12.73% | Add 39.7% | 4,610 | 1,310 | |
LRCX | Lam Research Corp | 2024-09-30 | Add | +1.88% | 73.16 ($86.94) 112.73 | $75.36 | -13.32% | Add 7.72% | 83,730 | 600 | |
PLYA | Playa Hotels & Resorts NV | 2024-06-30 | Reduce | -3.03% | 8.27 ($8.8) 9.66 | $13.44 | 52.73% | Reduce -21.22% | 441,315 | -118,861 | |
POOL | Pool Corp | 2024-06-30 | New Buy | +2.85% | 307.33 ($362.13) 401.3 | $301.92 | -16.63% | New holding | 3,300 | 3,300 | |
FRPT | Freshpet Inc | 2024-06-30 | Reduce | -2.75% | 103.84 ($120) 132.06 | $80.47 | -32.94% | Reduce -11.13% | 72,132 | -9,035 |
Marlowe Partners LP Total Holding History ($B)
Marlowe Partners LP's Asset Allocation
Marlowe Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Marlowe Partners LP's Hypothetical Growth since 2024-09-30
Marlowe Partners LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Marlowe Partners LP's Holdings Heat Map
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Marlowe Partners LP's Holdings Bubble Chart
Marlowe Partners LP News
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