Stone House Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Stone House Capital Management, LLC reported 3 stock positions worth $168.8 million. Its top holding was Light & Wonder (LNWO) at 61.4% of the portfolio, followed by Ridenow (RDNW, 22.8%) and Designer Brands Class A (DBI, 15.8%). Compared with Q3 2024, it sold out of 1 and added to 2. The biggest buy was Ridenow (RDNW, shares +10%) and the biggest sale an exit from Sportsman's Warehouse Holdin (SPWH).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$168.8M (Q4 2024)
SEC Filing
0001213900-25-013914 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $168.8M $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 3 stocks · $168.8M
LNWO Light & Wonder Inc. 61.42% 1,200,000 $103.7M No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 22.76% 7,075,815 $38.4M Add +10.4%
DBI Designer Brands Inc. Class A 15.82% 5,000,000 $26.7M Add +25.0%

Portfolio Sells Q3 2024 → Q4 2024
SPWH Sportsman's Warehouse Holdin Sold out 0.00% −2.96

Portfolio Buys Q3 2024 → Q4 2024
RDNW Ridenow Group Inc. Add +10.4% 22.76% +5.15
DBI Designer Brands Inc. Class A Add +25.0% 15.82% −1.12

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