Stone House Capital Management, LLC

CIK 1589943 · View on SEC EDGAR ↗

Portfolio value
$88.5M
#8,437 of 9,443 by 13F value · top 89.3%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: -1.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
2.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $411,108 · sells $0

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 75.0% still held

New positions
0
Increased
1
Decreased
0
Closed
1
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-0.2%
S&P 500 total return (same window)
+8.7%
Excess return
-8.9%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 10.9%

Sector breakdown

Retail
100.0%

Full portfolio 3 positions

Type Streak 8Q trend
RDNW RideNow Group, Inc. - Class B Common Stock $47,726,053 53.91% 7,166,074 $-2,430,630 Up ×1
DBI Designer Brands Inc. Class A Common Stock $32,065,000 36.22% 5,500,000 $770,000
DBI Designer Brands Inc. Class A Common Stock $8,745,000 9.88% 1,500,000 Call option $210,000

Top movers (QoQ)

Security Action Shares Δ Value Δ
RDNW Bought more +62K -$2.4M
DBI Price move only +0 +$770K
DBI Price move only +0 +$210K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
LNWO Dec. 31, 2025 394,188 $33,088,141 No longer tracked