Stone House Capital Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Stone House Capital Management, LLC reported 4 stock positions worth $174.2 million. Its top holding was Light & Wonder (LNWO) at 62.5% of the portfolio, followed by Ridenow (RDNW, 17.6%) and Designer Brands Class A (DBI, 16.9%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Designer Brands Class A (DBI) and the biggest sale an exit from United Parks & Resorts (PRKS).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$174.2M (Q3 2024)
SEC Filing
0001213900-24-097972 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $275.8M Q1 2024 Q2 2024: $240.6M Q2 2024 Q3 2024: $174.2M $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 · $174.2M
LNWO Light & Wonder Inc. 62.48% 1,200,000 $108.9M Reduce -20.0%
RDNW Ridenow Group Inc. filed as RUMBLEON INC 17.62% 6,409,139 $30.7M Add +0.1%
DBI Designer Brands Inc. Class A 16.94% 4,000,000 $29.5M New
SPWH Sportsman's Warehouse Holdin 2.96% 1,900,000 $5.1M New

Portfolio Sells Q2 2024 → Q3 2024
PRKS United Parks & Resorts Inc. Sold out 0.00% −23.70
LNWO Light & Wonder Inc. Reduce -20.0% 62.48% −2.90

Portfolio Buys Q2 2024 → Q3 2024
DBI Designer Brands Inc. Class A New 16.94% +16.94
RDNW Ridenow Group Inc. Add +0.1% 17.62% +6.71
SPWH Sportsman's Warehouse Holdin New 2.96% +2.96

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