Stone House Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Stone House Capital Management, LLC reported 4 stock positions worth $275.8 million. Its top holding was Light & Wonder (LNWO) at 61.1% of the portfolio, followed by RH (RH, 22.7%) and Ridenow (RDNW, 15.0%). Compared with Q4 2023, it opened 1 new position. The biggest buy was a new position in United Parks & Resorts (PRKS).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$275.8M (Q1 2024)
SEC Filing
0001213900-24-043284 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $275.8M $275.8M Q1 2024 Q2 2024: $240.6M Q2 2024 Q3 2024: $174.2M Q3 2024 Q4 2024: $168.8M Q4 2024 Q1 2025: $118.0M Q1 2025 Q2 2025: $116.1M Q2 2025 Q3 2025: $83.8M Q3 2025 Q4 2025: $80.1M Q4 2025 Q1 2026: $81.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 4 stocks · $275.8M
LNWO Light & Wonder Inc. 61.07% 1,650,000 $168.4M No change
RH RH 22.73% 180,000 $62.7M No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 14.98% 6,398,144 $41.3M No change
PRKS United Parks & Resorts Inc. 1.22% 60,000 $3.4M New

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
PRKS United Parks & Resorts Inc. New 1.22% +1.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$79.8MRDNW, DBI
Q1 2026 2$81.5MRDNW, DBI
Q4 2025 2$80.1MDBI, RDNW
Q3 2025 3$83.8MLNWO, RDNW, DBI
Q2 2025 3$116.1MLNWO, RDNW, DBI
Q1 2025 3$118.0MLNWO, DBI, RDNW
Q4 2024 3$168.8MLNWO, RDNW, DBI
Q3 2024 4$174.2MLNWO, RDNW, DBI, SPWH
Q2 2024 3$240.6MLNWO, PRKS, RDNW
Q1 2024 4$275.8MLNWO, RH, RDNW, PRKS