Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2024 data
Marlowe Partners LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Marlowe Partners LP

•CIK: 1624049•Filing: Q3 2024

**Marlowe Partners LP** is a concentrated, actively managed fund with $26M in assets under management. The portfolio currently maintains eight distinct positions, with a significant allocation to **FRPT** at $10.4M, representing approximately 40% of the total AUM. Further notable holdings include **LRCXEUR** ($6.8M) and **CALY** ($2.4M), suggesting a focus on specific technology and industrial sectors. The fund's current structure indicates targeted, high-conviction bets across its limited basket of securities.

Total AUM
$26.1M
QoQ Performance
-26.6%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q3 2024

Top Holdings Allocation

FRPT
LRCXEUR
CALY
VLTO
POOL
PK
FRPT39.8%
LRCXEUR26.2%
CALY9.1%
VLTO6.8%
POOL6.7%
PK5.3%
SOLV4.2%
RTO2.0%

📈 Biggest Buys

SOLV
SOLVENTUM CORP
NEW
4.2% of portfolio
FRPT
FRESHPET INC
+5.4%
39.8% of portfolio
POOL
POOL CORP
+39.7%
6.7% of portfolio
LRCXEUR
LAM RESEARCH CORP
+7.7%
26.2% of portfolio

📉 Biggest Sells

CALY
TOPGOLF CALLAWAY BRANDS CORP
-62.0%
9.1% of portfolio
PK
PLAYA HOTELS & RESORTS NV
-59.5%
5.3% of portfolio

Sector Breakdown

Other93.3%
Consumer6.7%

🚪 Exited Positionssold since Q2 2024

DG
DOLLAR GEN CORP NEW
SOLD
$2.5M

Changes from Q2 2024

NEW1 new position
↑3 increased
↓2 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

FRPT39.8%
FRESHPET INC
$10.4M
LRCXEUR26.2%
LAM RESEARCH CORP
$6.8M
CALY9.1%
TOPGOLF CALLAWAY BRANDS CORP
$2.4M
VLTO6.8%
VERALTO CORP
$1.8M
POOL6.7%
POOL CORP
$1.7M

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