AI Analysis · Q4 2025 · Q4 2025
SEC 13F Filing Analysis: Rip Road Capital Partners LP
1. Portfolio Overview
Rip Road Capital Partners LP reported a significant contraction in portfolio value during the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 42.6%, dropping from $98.67M to $56.59M. This reduction was driven not merely by market performance but by a substantial shift in strategy, evidenced by the exit from 9 positions.
The fund currently operates a highly conce...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
Filing history loading…