Rip Road Capital Partners LP

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...