Stone House Capital Management, LLC — Q2 2025 13F-HR

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Q2 2025 · 13F-HR

Stone House Capital Management, LLCholdings as filed

Filed 2025-08-14 · accession 0001213900-25-076211

$119.7M

Reported value

Positions

2025-06-30

Period end

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The Brief · Stone House Capital Management, LLC · Q2 2025

AI · grounded in 13F

Stone House Capital Management, LLC established three new positions to reach a total AUM of $119.7M. The fund's largest move was a new position in Light & Wonder Inc LNWO valued at $86.6M. It also initiated stakes in Designer Brands Inc DBI for $16.7M and RumbleOn Inc RDNW for $16.4M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
80874P109	LNWO	LIGHT & WONDER INC	$86.6M	72.4%	900,000	Common	SOLE
781386305	RDNW	RUMBLEON INC	$16.4M	13.7%	7,104,346	Common	SOLE
250565108	DBI	DESIGNER BRANDS INC	$13.1M	10.9%	5,500,000	Common	SOLE
250565108	DBI	DESIGNER BRANDS INC	$3.6M	2.98%	1,500,000	CALL	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.