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Livermore
Livermore
ZHEN

Stone House Capital Management, LLC

SEC CIK
0001589943
Latest filing
Aug 14, 2026

The latest 13F from Stone House Capital Management, LLC covers Q2 2026 (filed Aug 14, 2026): 2 long positions worth $79.8M. The top 10 holdings make up 100.0% of the portfolio, and the largest is RideNow Group, Inc. (RDNW) at 59.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
1
Est. +$411.1K
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. RDNWRideNow Group, Inc.
    59.8%$47.7MHistory
  2. DBIDesigner Brands Inc.
    40.2%$32.1MHistory

Share of portfolio

Each position's share of portfolio value

  1. RDNW59.8%
  2. DBI40.2%

Biggest buys

New and added positions, by estimated amount bought

  1. RDNWRideNow Group, Inc.
    +$411.1KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$79.8M
−$1.66M (−2.0%) vs. prior quarter
Positions
2
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
11.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $275.8M (Q1 2024)

Q1 2021: $112.2MQ2 2021: $236.6MQ3 2021: $243.9MQ4 2021: $180.4MQ1 2022: $146.9MQ2 2022: $119.1MQ3 2022: $112.5MQ4 2022: $151.5MQ1 2023: $146.4MQ2 2023: $199.5MQ3 2023: $179.1MQ4 2023: $240.0MQ1 2024: $275.8MQ2 2024: $240.6MQ3 2024: $174.2MQ4 2024: $168.8MQ1 2025: $118.0MQ2 2025: $116.1MQ3 2025: $83.8MQ4 2025: $80.1MQ1 2026: $81.5MQ2 2026: $79.8M
Q1 2021Q2 2026
13F filings of Stone House Capital Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20262$79.8MRDNWDBIvs. Q1 2026SEC
Q1 2026May 15, 20262$81.5MRDNWDBIvs. Q4 2025SEC
Q4 2025Feb 17, 20262$80.1MDBIRDNWvs. Q3 2025SEC
Q3 2025Nov 14, 20253$83.8MLNWORDNWDBIvs. Q2 2025SEC
Q2 2025Aug 14, 20253$116.1MLNWORDNWDBIvs. Q1 2025SEC
Q1 2025May 15, 20253$118.0MLNWODBIRDNWvs. Q4 2024SEC
Q4 2024Feb 14, 20253$168.8MLNWORDNWDBIvs. Q3 2024SEC
Q3 2024Nov 14, 20244$174.2MLNWORDNWDBIvs. Q2 2024SEC
Q2 2024Aug 14, 20243$240.6MLNWOPRKSRDNWvs. Q1 2024SEC
Q1 2024May 15, 20244$275.8MLNWORHRDNWvs. Q4 2023SEC
Q4 2023Feb 14, 20243$240.0MLNWORHRDNWvs. Q3 2023SEC
Q3 2023Nov 14, 20233$179.1MLNWORHRDNWvs. Q2 2023SEC
Q2 2023Aug 14, 20234$199.5MLNWORHRDNWvs. Q1 2023SEC
Q1 2023May 15, 20233$146.4MLNWORHRDNWvs. Q4 2022SEC
Q4 2022Feb 14, 20232$151.5MLNWORHvs. Q3 2022SEC
Q3 2022Nov 14, 20222$112.5MLNWORHvs. Q2 2022SEC
Q2 2022Aug 15, 20222$119.1MLNWORHvs. Q1 2022SEC
Q1 2022May 16, 20221$146.9MLNWOvs. Q4 2021SEC
Q4 2021Feb 14, 20221$180.4MLNWOvs. Q3 2021SEC
Q3 2021Nov 15, 20212$243.9MLNWOTWTRvs. Q2 2021SEC
Q2 2021Aug 16, 20212$236.6MScientific Games CorpTWTRvs. Q1 2021SEC
Q1 2021May 17, 20212$112.2MLNWOTWTR–SEC

13D and 13G filings

Companies where Stone House Capital Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Stone House Capital Management, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
RDNWRideNow Group, Inc.13D/A18.70%7.10M shares0.00 ppfrom 18.70%Mar 3, 20239 filingsAug 27, 2025SEC
DBIDesigner Brands Inc.13D/A16.10%7.00M shares−0.20 ppfrom 16.30%Sep 17, 20246 filingsSep 15, 2026SEC

Latest filings

19 filings on file made by Stone House Capital Management, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Stone House Capital Management, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
DBIDesigner Brands Inc.Sep 15, 20264:20 PM ET13D/A16.10%7.00M shares−0.20 ppfrom 16.30%Sep 15, 2026SEC
DBIDesigner Brands Inc.Jun 11, 20264:15 PM ET13D16.30%7.00M shares−1.10 ppfrom 17.40%Jun 11, 2026SEC
RDNWRideNow Group, Inc.Aug 27, 20254:48 PM ET13D/A18.70%7.10M shares0.00 ppfrom 18.70%Aug 26, 2025SEC
RDNWRideNow Group, Inc.Aug 12, 20258:05 PM ET13D/A18.70%7.10M shares−0.10 ppfrom 18.80%Aug 10, 2025SEC
DBIDesigner Brands Inc.May 15, 202511:00 AM ET13G/A17.40%7.00M shares–Mar 31, 2025SEC
SPWHSportsman's Warehouse Holdings, Inc.Feb 14, 202512:00 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
RDNWRideNow Group, Inc.Dec 23, 20246:00 PM ET13D/A18.80%7.08M shares–Dec 19, 2024SEC
DBIDesigner Brands Inc.Dec 12, 202413G/AOld format–––SEC
RDNWRideNow Group, Inc.Nov 18, 202413D/AOld format–––SEC
DBIDesigner Brands Inc.Nov 14, 202413G/AOld format–––SEC
SPWHSportsman's Warehouse Holdings, Inc.Sep 17, 202413GOld format–New–SEC
DBIDesigner Brands Inc.Sep 17, 202413GOld format–New–SEC
RDNWRideNow Group, Inc.Dec 11, 202313D/AOld format–––SEC
ILPTIndustrial Logistics Properties TrustSep 15, 202313D/AOld format–––SEC
RDNWRideNow Group, Inc.Sep 6, 202313D/AOld format–––SEC
ILPTIndustrial Logistics Properties TrustAug 31, 202313DOld format–New–SEC
RDNWRideNow Group, Inc.Aug 11, 202313DOld format–––SEC
RDNWRideNow Group, Inc.Apr 12, 202313G/AOld format–––SEC
RDNWRideNow Group, Inc.Mar 3, 202313GOld format–New–SEC