Rip Road Capital Partners LP

Hedge Fund • Long/Short

Rip Road Capital Partners LP is a Long/Short Hedge Fund based in Boston, MA led by Dennis Gerard Goldstein, reporting $116.8M in AUM as of Q3 2025 with 72% concentrated in top 10 holdings.

CIODennis Gerard Goldstein

Portfolio Value: $92.9M
Positions: 17
Top Holding: GO at 11.74%
Last Reported: Q3 2025

Address399 Boylston Street, Boston, MA, 02116, United States

Top Holdings

Largest long holdings in Rip Road Capital Partners LP's portfolio (71.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Grocery Outlet Holding Corp. GO	Grocery Stores Consumer Defensive	$10.9M	11.74%	-$1.3M Sold	0.69% 679.7K shares	Q2 2024 Held for 1y 5m
2 Take-Two Interactive Software TTWO	Electronic Gaming & Multimedia Technology	$8.7M	9.40%	-$1.4M Sold	0.02% 33.8K shares	Q4 2019 Held for 5y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.8M	8.41%	-$1.2M Sold	0.00% 32.2K shares	Q2 2024 Held for 1y 5m
4 GoodRx Holdings, Inc. GDRX	Medical - Healthcare Information Services Healthcare	$6.8M	7.33%	—	0.46% 1.6M shares	Q2 2023 Held for 2y 5m
5 Chewy CHWY	Specialty Retail Consumer Cyclical	$5.9M	6.38%	-$505.7K Sold	0.04% 146.5K shares	Q4 2023 Held for 1y 11m
6 Primo Brands PRMB	Unknown Unknown	$5.8M	6.25%	+$1.9M Bought	0.07% 262.7K shares	Q2 2025 Held for 5 months
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.3M	5.75%	-$956.2K Sold	0.00% 24.3K shares	Q2 2025 Held for 5 months
8 Oddity Tech ODD	Software - Infrastructure Technology	$5.3M	5.74%	+$1.7M Bought	0.15% 85.6K shares	Q1 2025 Held for 8 months
9 Casey's General Stores CASY	Specialty Retail Consumer Cyclical	$5.2M	5.62%	-$1.1M Sold	0.02% 9.2K shares	Q1 2020 Held for 5y 8m
10 PROG Holdings PRG	Rental & Leasing Services Industrials	$4.8M	5.12%	-$931.1K Sold	0.37% 147.1K shares	Q4 2019 Held for 5y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rip Road Capital Partners LP's latest filing

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GthenC

Market Value

$92.9M

Prior: $98.7M

Q/Q Change

-5.8%

-$5.7M

Net Flows % of MV

-7.42%

Turnover Ratio

11.01%

New Purchases

0 stocks

Added To

5 stocks

+$6.8M

Sold Out Of

2 stocks

$4.3M

Reduced Holdings

11 stocks

-$9.3M

Increased Positions

Position	Shares Δ	Change
1 Philip Morris International PM	+71.83%	14.2K → 24.4K +$1.7M
2 Chime Financial, Inc. Class A Common Stock CHYM	+68.73%	63.0K → 106.3K +$873.4K
3 Primo Brands PRMB	+49.52%	175.7K → 262.7K +$1.9M
4 Oddity Tech ODD	+47.34%	58.1K → 85.6K +$1.7M
5 RYM Agrify Corporation RYM	+18.53%	81.4K → 96.5K +$618.4K

Decreased Positions

Position	Shares Δ	Change
1 Shopify SHOP	Sold	29.5K → 0 −$3.4M
2 Sweetgreen SG	Sold	62.8K → 0 −$934.5K
3 Casey's General Stores CASY	-17.83%	11.2K → 9.2K −$1.1M
4 PROG Holdings PRG	-16.36%	175.9K → 147.1K −$931.1K
5 Maplebear Inc. CART	-16.25%	108.3K → 90.7K −$647.2K