Institutional Manager · CIK 0001589943
Stone House Capital Management, LLC
Bay Harbor Islands, FL · File #028-17314
Latest AUM
$91.2M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | LIGHT & WONDER INC | 80874P109 | -394,188 | -$33.1M | $0 |
| REDUCE | DESIGNER BRANDS INC | DBI | 0 | $0 | +$5.8M |
| REDUCE | RIDENOW GROUP INC | RDNW | 0 | $0 | +$8.0M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $91.2M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $89.1M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $119.7M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $118.0M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $168.8M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $174.2M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $240.6M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $275.8M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $179.1M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DESIGNER BRANDS INC | DBI | 5,500,000 | $40.9M | 44.80% |
| 2 | RIDENOW GROUP INC | RDNW | 7,104,346 | $39.2M | 42.99% |
| 3 | DESIGNER BRANDS INC | DBI | 1,500,000 | $11.1M | 12.22% |