Stone House Capital Management, LLC — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Stone House Capital Management, LLCholdings as filed

Filed 2026-02-17 · accession 0001213900-26-017017

$91.2M

Reported value

Positions

2025-12-31

Period end

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The Brief · Stone House Capital Management, LLC · Q4 2025

AI · grounded in 13F

Stone House Capital Management, LLC closed its entire position in Light & Wonder Inc LNWO, reducing its holdings by $33.09M. The fund added no new positions during the period. Total assets under management stood at $91.23M with two remaining positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
250565108	DBI	DESIGNER BRANDS INC	$40.9M	44.8%	5,500,000	Common	SOLE
781386305	RDNW	RIDENOW GROUP INC	$39.2M	43.0%	7,104,346	Common	SOLE
250565108	DBI	DESIGNER BRANDS INC	$11.1M	12.2%	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.