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Rip Road Capital Partners LP

SEC CIK
0001802893
Latest filing
Feb 17, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
16
0 vs. Q3 2021
Portfolio value
$311.9M
−$26.9M (−7.9%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Rip Road Capital Partners LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRGPROG Holdings, Inc.Stock664,800$30.0M9.6%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A852,038$27.8M8.9%+86,600+11.3%AddedHistory
PINSPinterest, Inc.CL A739,036$26.9M8.6%+115,400+18.5%AddedHistory
EWCZEuropean Wax Center, Inc.CLASS A COM871,530$26.5M8.5%+162,000+22.8%AddedHistory
MCWMister Car Wash, Inc.COM1,409,200$25.7M8.2%+284,200+25.3%AddedHistory
SKINSkinHealth Systems Inc.COM CL A979,900$23.7M7.6%+338,500+52.8%AddedHistory
TTWOTake Two Interactive Software IncCOM129,100$22.9M7.4%00.0%UnchangedHistory
SESea LtdSPONSORD ADS97,078$21.7M7.0%−8,121−7.7%ReducedHistory
TJXTJX Companies IncStock216,942$16.5M5.3%−54,264−20.0%ReducedHistory
RHRHCOM28,959$15.5M5.0%00.0%UnchangedHistory
NDLSNOODLES & CoCOM CL A1,654,738$15.0M4.8%00.0%UnchangedHistory
PTONPeloton Interactive, Inc.CL A COM417,200$14.9M4.8%+207,000+98.5%AddedHistory
TGTTarget CorpStock58,603$13.6M4.3%−20,204−25.6%ReducedHistory
CASYCaseys General Stores IncCOM58,179$11.5M3.7%−21,428−26.9%ReducedHistory
CHWYChewy, Inc.CL A189,505$11.2M3.6%−79,764−29.6%ReducedHistory
SGSweetgreen, Inc.COM CL A269,500$8.62M2.8%+269,500NewHistory

Sold out since Q3 2021 (1)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Rip Road Capital Partners LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
CPNGCoupang, Inc.CL A389,700$10.9M3.2%History