SHCM
Stone House Capital Management Portfolio holdings
AUM
$116M
This Quarter Return
+17.89%
1 Year Return
-18.72%
3 Year Return
+66.74%
5 Year Return
+126.62%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+34%)
Cap. Flow
+$33.8M
Cap. Flow
% of AUM
14.07%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
RDNW
RideNow Group, Inc. Class B Common Stock
RDNW
|
$33.8M |
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
| $135M | 56.44% | 1,650,000 | – | – |
|
2
RH
RH
$4.23B
| $52.5M | 21.86% | 180,000 | – | – |
|
|
RDNW
3
RideNow Group, Inc. Class B Common Stock
RDNW
$147M
| $52.1M | 21.7% | 6,398,144 +4,148,144 | +184% | +$33.8M |
|