Stone House Capital Management’s Light & Wonder LNW Stock Holding History

Stone House Capital Management’s Portfolio LNW Stock Details LNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500,000	Closed	-$19.3M	–	3
2021 Q1	$19.3M	Sell	500,000 -175,000	-26%	-$7.84M	14.65%	2
2020 Q4	$28M	Hold	675,000	–	–	18.82%	2
2020 Q3	$23.6M	Hold	675,000	–	–	19.63%	2
2020 Q2	$10.4M	Sell	675,000 -675,000	-50%	-$8.82M	20.01%	2
2020 Q1	$13.1M	Buy	+1,350,000	New	+$27.6M	39.02%	2
2018 Q4	–	Sell	-500,000	Closed	-$12.7M	–	2
2018 Q3	$12.7M	Buy	+500,000	New	+$18.1M	16.94%	2
2016 Q1	–	Sell	-4,600,000	Closed	-$41.3M	–	4
2015 Q4	$41.3M	Buy	+4,600,000	New	+$44.3M	49.75%	1

Other funds holding LNW

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stone House Capital Management's LNW Position: Q4 2025 in Review

Stone House Capital Management sold out of Light & Wonder (LNW) in Q4 2025, closing a stake of 394,188 shares — an estimated $33.1M sold.

Stone House Capital Management first reported a position in LNW in Q4 2015 and held it in 35 quarters. The position peaked at $224M in Q3 2021. 29 funds tracked by Wall St. Rank hold LNW as of Q4 2025.

Stone House Capital Management reported no remaining Light & Wonder position as of Q4 2025 after selling out during the quarter.
Stone House Capital Management sold 394,188 Light & Wonder shares in Q4 2025, an estimated $33.1M.
Stone House Capital Management first reported a position in Light & Wonder in Q4 2015 and held it in 35 quarters.
Stone House Capital Management's Light & Wonder position peaked at $224M in Q3 2021.
29 funds tracked by Wall St. Rank held Light & Wonder as of Q4 2025.

Based on Stone House Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.