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Stone House Capital Management, LLC

CIK:0001589943
Hedge Fund
$118M AUM
4 holdings
Bay Harbor Islands, FL, US
Founded:2013
2 employees
Latest filing:Jun 30, 2025

Stone House Capital Management, LLC is a hedge fund headquartered in Bay Harbor Islands, Florida. Founded in 2013, the firm manages discretionary assets for a small client base—primarily institutional investors and high net worth individuals. As of recent filings, Stone House reports 2 employees and focuses on a concentrated equity strategy. The firm is registered with the SEC and maintains a compact operational structure aimed at delivering focused portfolio management.

Investment Strategy

Stone House Capital Management, LLC pursues a fundamentally-driven, value-oriented investment approach, identifying undervalued companies primarily in the U.S. public equity markets. The firm focuses on a concentrated portfolio of a few positions, relying on deep research to uncover businesses with attractive risk/reward profiles. Their holdings show significant allocations to niche sectors such as 'Wholesale Trade-durable Goods' and 'Motor Freight Transportation and Warehousing,' favoring long-term ownership and active engagement to unlock shareholder value.

Latest 13F Filing Activity

Stone House Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 2 equity positions and 1 options positions with a total 13F market value of $120M. The fund increased holdings in Rumbleon Inc., Designer Brands Inc.. Stone House Capital Management, LLC reduced exposure to Designer Brands Inc., Rumbleon Inc..

Top Buys
D
DBIDESIGNER BRANDS INC
-$7.0M
R
RMBLRUMBLEON INC
-$3.5M
Top Sells
D
DBIDESIGNER BRANDS INC
-$7.0M
R
RMBLRUMBLEON INC
-$3.5M

Top Holdings

R
RMBLRUMBLEON INC
+13.7%$16.4M
D
DBIDESIGNER BRANDS INC
+10.9%$13.1M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
RUMBLEON INC13.71%$16.4M7,104,346$7.75$2.31-$3.5M
DESIGNER BRANDS INC10.94%$13.1M5,500,000$6.67$2.38-$7.0M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
DESIGNER BRANDS INCNew
Call
$3.6M15,000$2.38$2.38+15,000+$3.6M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING SERVICES
+35.1%
RETAIL-SHOE STORES
+27.8%