Stone House Capital Management
Bay Harbor Islands, FLfiles as Stone House Capital Management, LLC
$80m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.8% of the portfolio this quarter.
Value
$80m
Stocks
2
Top 10 share
100.0%
Turnover
1.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| RideNow GroupRDNW | 59.8% | $48m | 7,166,074 | Held |
| Designer BrandsDBI | 40.2% | $32m | 5,500,000 | Held |
Options (1)
- Designer BrandsDBI
- Type
- Call
- Value
- $9m
- Contracts
- 1,500,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Designer BrandsDBI | Call | $9m | 1,500,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 31.3% since 30 June 2025.
Where the money is
Technology59.8%
Retail & consumer40.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.