Marlowe Partners LP
- SEC CIK
- 0001624049
- Latest filing
- Nov 13, 2024
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 8
- No 13F data for Q4 2020
- Portfolio value
- $169.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 64,896 | $38.6M | 22.9% | – | – | History |
| CALYCallaway Golf Co | COM | 1,071,839 | $28.7M | 17.0% | – | – | History |
| ADSKAutodesk, Inc. | COM | 95,526 | $26.5M | 15.7% | – | – | History |
| WMGWarner Music Group Corp. | COM CL A | 660,015 | $22.7M | 13.4% | – | – | History |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 2,866,415 | $20.9M | 12.4% | – | – | History |
| CONECyrusOne Holdco LLC | COM | 191,404 | $13.0M | 7.7% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 63,875 | $11.3M | 6.7% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 41,248 | $7.38M | 4.4% | – | – | History |