13F HOLDINGS REPORT
Rip Road Capital Partners LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001835407-23-000006
Total Value
$83.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 95,511 | $14.1M | 16.79% |
| 2 | CASEYS GEN STORES INC | 147528103 | 39,831 | $9.7M | 11.61% |
| 3 | PROG HOLDINGS INC | PRG | 300,708 | $9.7M | 11.54% |
| 4 | NETFLIX INC | NFLX | 21,193 | $9.3M | 11.15% |
| 5 | EUROPEAN WAX CTR INC | 29882P106 | 481,977 | $9.0M | 10.73% |
| 6 | TJX COS INC NEW | 872540109 | 105,123 | $8.9M | 10.65% |
| 7 | THE BEAUTY HEALTH COMPANY | 88331L108 | 924,786 | $7.7M | 9.25% |
| 8 | GOODRX HLDGS INC | GDRX | 966,100 | $5.3M | 6.37% |
| 9 | AIRBNB INC | ABNB | 28,000 | $3.6M | 4.29% |
| 10 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 125,400 | $3.3M | 3.89% |
| 11 | AZEK CO INC | 05478C105 | 102,900 | $3.1M | 3.72% |