Stone House Capital Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Stone House Capital Management, LLC reported 3 stock positions worth $83.8 million. Its top holding was Light & Wonder (LNWO) at 39.5% of the portfolio, followed by Ridenow (RDNW, 37.3%) and Designer Brands Class A (DBI, 23.2%). Compared with Q2 2025, it reduced 1. The biggest sale was Light & Wonder (LNWO, shares −56%).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$83.8M (Q3 2025)
SEC Filing
0001213900-25-110487 ↗ filed Nov 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 Q2 2025 Q3 2025: $83.8M $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 · $83.8M
LNWO Light & Wonder Inc. 39.48% 394,188 $33.1M Reduce -56.2%
RDNW Ridenow Group Inc. 37.29% 7,104,346 $31.3M No change
DBI Designer Brands Inc. Class A 23.23% 5,500,000 $19.5M No change

Options reported separately and not counted above: DBI calls ($5.3M).

Portfolio Sells Q2 2025 → Q3 2025
LNWO Light & Wonder Inc. Reduce -56.2% 39.48% −35.12

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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