Stone House Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Stone House Capital Management, LLC reported 3 stock positions worth $118.0 million. Its top holding was Light & Wonder (LNWO) at 66.1% of the portfolio, followed by Designer Brands Class A (DBI, 17.0%) and Ridenow (RDNW, 16.9%). Compared with Q4 2024, it added to 1 and reduced 1. The biggest buy was Designer Brands Class A (DBI, shares +10%) and the biggest sale Light & Wonder (LNWO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Bay Harbor Islands, FL
- CIK
- 0001589943
- Portfolio Value
- $118.0M (Q1 2025)
- SEC Filing
- 0001213900-25-043835 ↗ filed May 15, 2025
Holdings Value
Holdings 3 stocks · $118.0M
Portfolio Sells Q4 2024 → Q1 2025
| LNWO Light & Wonder Inc. | Reduce -25.0% | 66.07% | +4.66 |
Portfolio Buys Q4 2024 → Q1 2025
| DBI Designer Brands Inc. Class A | Add +10.0% | 17.02% | +1.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $79.8M | RDNW, DBI |
| Q1 2026 | 2 | $81.5M | RDNW, DBI |
| Q4 2025 | 2 | $80.1M | DBI, RDNW |
| Q3 2025 | 3 | $83.8M | LNWO, RDNW, DBI |
| Q2 2025 | 3 | $116.1M | LNWO, RDNW, DBI |
| Q1 2025 | 3 | $118.0M | LNWO, DBI, RDNW |
| Q4 2024 | 3 | $168.8M | LNWO, RDNW, DBI |
| Q3 2024 | 4 | $174.2M | LNWO, RDNW, DBI, SPWH |
| Q2 2024 | 3 | $240.6M | LNWO, PRKS, RDNW |
| Q1 2024 | 4 | $275.8M | LNWO, RH, RDNW, PRKS |