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Stone House Capital Management, LLC
Stone House Capital Management, LLC is an institution, managing $83.8M across 3 long positions as of Q3 2025 with 63% Consumer Cyclical concentration, with only 3 positions, and 39% allocation to LNW.
- Portfolio Value
- $83.8M
- Positions
- 3
- Top Holding
- LNW at 39.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stone House Capital Management, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gambling, Resorts & Casinos Consumer Cyclical | $33.1M | 39.48% | -$42.5M Sold | 0.47% 394.2K shares | |
Unknown Unknown | $31.3M | 37.29% | — | 18.67% 7.1M shares | |
Apparel - Retail Consumer Cyclical | $19.5M | 23.23% | — | 11.10% 5.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stone House Capital Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-56.2% |
Analytics
Portfolio insights and performance metrics for Stone House Capital Management, LLC
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