13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001802893-23-000006
Total Value
$99.9M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 95,511 | $13.4M | 13.42% |
| 2 | PROG HOLDINGS INC | PRG | 343,008 | $11.4M | 11.40% |
| 3 | CASEYS GEN STORES INC | 147528103 | 39,831 | $10.8M | 10.82% |
| 4 | TJX COS INC NEW | 872540109 | 105,123 | $9.3M | 9.35% |
| 5 | PINTEREST INC | PINS | 341,900 | $9.2M | 9.25% |
| 6 | GOODRX HLDGS INC | GDRX | 1,401,983 | $7.9M | 7.90% |
| 7 | EUROPEAN WAX CTR INC | 29882P106 | 481,977 | $7.8M | 7.81% |
| 8 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 316,100 | $7.4M | 7.44% |
| 9 | NETFLIX INC | NFLX | 19,373 | $7.3M | 7.32% |
| 10 | MAPLEBEAR INC | CART | 155,300 | $4.6M | 4.61% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 110,206 | $4.4M | 4.38% |
| 12 | SEA LTD | SE | 73,800 | $3.2M | 3.25% |
| 13 | AZEK CO INC | 05478C105 | 102,900 | $3.1M | 3.06% |