Funds · 13F filer · Bay Harbor Islands, FL

Stone House Capital Management, LLC

$79.8M in 2 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+55.2%S&P 500 +20.9%
3y return+18.4%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since September 30, 2021: $104 against $174 in the S&P 500.2

Stone House Capital Management, LLCS&P 500 (SPY)
$52$100$17420212026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
RDNWRidenow Group Inc$47.7M59.8%
DBIDesigner Brands Inc$32.1M40.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
RDNWRidenow Group IncMarch 31, 2023+9.9%$47.7M
DBIDesigner Brands IncSeptember 30, 2024−21.0%$32.1M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−2.5%+14.8%
March 31, 2026+1.7%−4.6%
December 31, 2025+44.0%+2.4%
September 30, 2025+8.7%+7.8%
June 30, 2025−1.6%+10.5%
March 31, 2025−15.8%−4.6%
December 31, 2024−5.4%+2.1%
September 30, 2024−8.6%+5.4%
June 30, 2024−10.6%+4.0%
March 31, 2024+13.5%+10.0%
December 31, 2023+15.2%+11.2%
September 30, 2023−8.9%−3.6%
June 30, 2023+23.3%+8.3%
March 31, 2023+1.8%+7.0%
December 31, 2022+34.7%+7.1%
September 30, 2022−7.4%−5.3%
June 30, 2022−20.0%−16.5%
March 31, 2022−12.1%−4.9%
December 31, 2021−20.3%+10.7%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1589943
  2. 2
    Filed August 14, 2026 · accession 0001213900-26-089593