StockDriftsStockDriftsTop 8 Marlowe Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FRPT | FRESHPET INC | 39.82% | 76.0K | $10.4M | +5.37%(+3.87K) | — | 2024-09-30 | |
| LRCX | LAM RESEARCH CORP | 26.17% | 8.4K | $6.8M | +7.72%(+600) | — | 2024-09-30 | |
| MODG | TOPGOLF CALLAWAY BRANDS CORP | 9.06% | 215.5K | $2.4M | -61.99%(-351.44K) | — | 2024-09-30 | |
| VLTO | VERALTO CORP | 6.82% | 15.9K | $1.8M | +0.00%(+0) | — | 2024-09-30 | |
| POOL | POOL CORP | 6.65% | 4.6K | $1.7M | +39.70%(+1.31K) | — | 2024-09-30 | |
| PLYA | PLAYA HOTELS & RESORTS NV | 5.31% | 178.9K | $1.4M | -59.46%(-262.40K) | — | 2024-09-30 | |
| SOLV | SOLVENTUM CORP | 4.2% | 15.7K | $1.1M | new | — | 2024-09-30 | |
| RTO | RENTOKIL INITIAL PLC | 1.96% | 20.5K | $511K | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Marlowe Partners Lp reports $26.11M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are FRPT (39.8%), LRCX (26.2%) and MODG (9.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marlowe Partners Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1624049). View Marlowe Partners Lp’s 13F filings on SEC