Stone House Capital Management, LLC — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

Stone House Capital Management, LLCholdings as filed

Filed 2025-11-14 · accession 0001213900-25-110487

$89.1M

Reported value

Positions

2025-09-30

Period end

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The Brief · Stone House Capital Management, LLC · Q3 2025

AI · grounded in 13F

Stone House Capital Management, LLC established three new positions to reach a total AUM of $89.1M. The fund's largest move was a $33.1M investment in Light & Wonder Inc LNWO. It also added RideNow Group Inc RDNW and Designer Brands Inc DBI with investments of $31.3M and $24.8M, respectively.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
80874P109	LNWO	LIGHT & WONDER INC	$33.1M	37.1%	394,188	Common	SOLE
781386305	RDNW	RIDENOW GROUP INC	$31.3M	35.1%	7,104,346	Common	SOLE
250565108	DBI	DESIGNER BRANDS INC	$19.5M	21.8%	5,500,000	Common	SOLE
250565108	DBI	DESIGNER BRANDS INC	$5.3M	5.96%	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.