SHCM
Stone House Capital Management Portfolio holdings
AUM
$116M
This Quarter Return
+35.08%
1 Year Return
-18.72%
3 Year Return
+66.74%
5 Year Return
+126.62%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+35%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Light & Wonder
LNW
$7.76B
| $143M | 94.36% | 2,440,000 | – | – |
|
2
RH
RH
$4.23B
| $8.55M | 5.64% | 32,000 | – | – |
|