Marlowe Partners LP Q3 2022 vs. Q4 2022 13F Holdings Comparison

Marlowe Partners LP is a large institutional investment firm that manages billions in assets. As with any institutional investor, Marlowe Partners LP is required to file a quarterly report disclosing its holdings of publicly traded securities with the SEC using Form 13F. This report is known as the 13F filing and is an important tool for investors to track the activity of institutional investors and gain insight into their investment strategies.

In this article, we compare Marlowe Partners LP's 13F holdings in Q3 2022 to Q4 2022 based on data from public filings with the SEC. We analyze the changes in the number of shares held and the corresponding dollar value of those shares to identify any trends or changes in the investment strategy of Marlowe Partners LP.

LAM RESEARCH CORP

Marlowe Partners LP decreased its holdings in Lam Research Corp by 6.7% in Q4 2022. The number of shares held decreased from 46,728 to 39,987, and the value of those shares decreased from $17,102,000 to $16,806,000.

PLAYA HOTELS & RESORTS NV

In Q4 2022, Marlowe Partners LP decreased its holdings in Playa Hotels & Resorts NV by 4%. The number of shares held decreased from 2,981,289 to 2,551,186, and the value of those shares decreased from $17,351,000 to $16,659,000.

TOPGOLF CALLAWAY BRANDS CORP

Marlowe Partners LP decreased its holdings in Topgolf Callaway Brands Corp by 12.2% in Q4 2022. The number of shares held decreased from 950,835 to 813,660, and the value of those shares decreased from $18,313,000 to $16,069,000.

BOOKING HOLDINGS INC

In Q4 2022, Marlowe Partners LP decreased its holdings in Booking Holdings Inc by 13%. The number of shares held decreased from 6,087 to 4,317, and the value of those shares decreased from $10,002,000 to $8,699,000.

FRESHPET INC

Marlowe Partners LP decreased its holdings in Freshpet Inc by 11.3% in Q4 2022. The number of shares held decreased from 134,652 to 113,417, and the value of those shares decreased from $6,745,000 to $5,985,000.

POOL CORP

In Q4 2022, Marlowe Partners LP increased its holdings in Pool Corp by 7.5%. The number of shares held increased from 16,095 to 18,214, and the value of those shares increased from $5,122,000 to $5,506,000.

PARK HOTELS & RESORTS INC

Marlowe Partners LP decreased its holdings in Park Hotels & Resorts Inc by 10.4% in Q4 2022. The number of shares held decreased from 451,666 to 386,505, and the value of those shares decreased from $5,086,000 to $4,556,000.

SALESFORCE INC

Marlowe Partners LP sold all of its shares in Salesforce Inc in Q4 2022. The number of shares held decreased from 26,994 to 0, and the value of those shares decreased from $3,883,000 to 0.

Conclusion

Marlowe Partners LP made some significant changes to its portfolio in Q4 2022, selling all of its shares in Salesforce Inc and decreasing its holdings in several other companies. While the reasons for these changes are not known, investors can use this information to gain insight into the investment strategy of Marlowe Partners LP. It is important to note that these changes are specific to Marlowe Partners LP and should not be taken as investment advice.