Stone House Capital Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Stone House Capital Management, LLC reported 3 stock positions worth $116.1 million. Its top holding was Light & Wonder (LNWO) at 74.6% of the portfolio, followed by Ridenow (RDNW, 14.1%) and Designer Brands Class A (DBI, 11.3%). Compared with Q1 2025, it added to 1. The biggest buy was Ridenow (RDNW, shares +0%).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$116.1M (Q2 2025)
SEC Filing
0001213900-25-076211 ↗ filed Aug 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 Q4 2024 Q1 2025: $118.0M Q1 2025 Q2 2025: $116.1M $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 · $116.1M
LNWO Light & Wonder Inc. 74.60% 900,000 $86.6M No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 14.13% 7,104,346 $16.4M Add +0.4%
DBI Designer Brands Inc. Class A 11.27% 5,500,000 $13.1M No change

Options reported separately and not counted above: DBI calls ($3.6M).

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
RDNW Ridenow Group Inc. Add +0.4% 14.13% −2.78

Options Activity Q1 2025 → Q2 2025
DBI Designer Brands Inc. Class A call New 1,500,000 $3.6M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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