13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001802893-24-000003
Total Value
$112.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOODRX HLDGS INC | GDRX | 2,064,377 | $14.7M | 12.98% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 87,720 | $13.0M | 11.54% |
| 3 | PROG HOLDINGS INC | PRG | 347,989 | $12.0M | 10.62% |
| 4 | CASEYS GEN STORES INC | 147528103 | 36,753 | $11.7M | 10.37% |
| 5 | TJX COS INC NEW | 872540109 | 91,143 | $9.2M | 8.19% |
| 6 | PINTEREST INC | PINS | 233,471 | $8.1M | 7.17% |
| 7 | MISTER CAR WASH INC | MCW | 936,300 | $7.3M | 6.43% |
| 8 | NETFLIX INC | NFLX | 11,384 | $6.9M | 6.12% |
| 9 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 259,898 | $6.8M | 6.06% |
| 10 | WK KELLOGG CO | 92942W107 | 304,343 | $5.7M | 5.07% |
| 11 | MAPLEBEAR INC | CART | 149,500 | $5.6M | 4.94% |
| 12 | CHEWY INC | CHWY | 330,400 | $5.3M | 4.66% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 19,700 | $3.9M | 3.45% |
| 14 | TARGET CORP | TGT | 9,600 | $1.7M | 1.51% |
| 15 | PELOTON INTERACTIVE INC | PTON | 242,100 | $1.0M | 0.92% |