Stone House Capital Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Stone House Capital Management, LLC reported 2 stock positions worth $80.1 million. Its top holding was Designer Brands Class A (DBI) at 51.0% of the portfolio, followed by Ridenow (RDNW, 49.0%). Compared with Q3 2025, it sold out of 1. The biggest sale was an exit from Light & Wonder (LNWO).

Most Recent 13F
Q2 2026
Location
Bay Harbor Islands, FL
CIK
0001589943
Portfolio Value
$80.1M (Q4 2025)
SEC Filing
0001213900-26-017017 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $80.1M $80.1M Q4 2025 Q1 2026: $81.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 2 stocks · $80.1M
DBI Designer Brands Inc. Class A 51.03% 5,500,000 $40.9M No change
RDNW Ridenow Group Inc. 48.97% 7,104,346 $39.2M No change

Options reported separately and not counted above: DBI calls ($11.1M).

Portfolio Sells Q3 2025 → Q4 2025
LNWO Light & Wonder Inc. Sold out 0.00% −39.48

Portfolio Buys Q3 2025 → Q4 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