Stone House Capital Management, LLC Portfolio Holdings

Q3 2025•3 long positions•$83.8M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Light & Wonder, Inc. LNW	Gambling, Resorts & Casinos Consumer Cyclical	$33.1M 39.48%	-$42.5M Sold	0.47% 394.2K shares	900.0K → 394.2K −$42.5M	-56.2%	$7.0B Mid Cap	Q4 2017 Held for 7y 11m
2 RDNW RideNow Group, Inc. Class B Common Stock RDNW	Unknown Unknown	$31.3M 37.29%	—	18.67% 7.1M shares	—	—	$167.4M Micro Cap	Q2 2025 Held for 5 months
3 Designer Brands DBI	Apparel - Retail Consumer Cyclical	$19.5M 23.23%	—	11.1% 5.5M shares	—	—	$175.4M Micro Cap	Q3 2024 Held for 1y 2m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Light & Wonder, Inc. LNW	Gambling, Resorts & Casinos Consumer Cyclical	$33.1M 39.48%	-$42.5M Sold	0.47% 394.2K shares	900.0K → 394.2K −$42.5M	-56.2%	$7.0B Mid Cap	Q4 2017 Held for 7y 11m
2 RDNW RideNow Group, Inc. Class B Common Stock RDNW	Unknown Unknown	$31.3M 37.29%	—	18.67% 7.1M shares	—	—	$167.4M Micro Cap	Q2 2025 Held for 5 months
3 Designer Brands DBI	Apparel - Retail Consumer Cyclical	$19.5M 23.23%	—	11.1% 5.5M shares	—	—	$175.4M Micro Cap	Q3 2024 Held for 1y 2m

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