Stone House Capital Management, LLC Activity Q4 2015-Q3 2023

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Q3 2023
 Value Shares↓ Weighting
SGMS SellLIGHT & WONDER INC$117,694,500
-7.5%
1,650,000
-10.8%
65.72%
+3.1%
RH BuyRH$47,584,800
+15.5%
180,000
+44.0%
26.57%
+28.7%
ILPT ExitINDUSTRIAL LOGISTICS PPTYS T$0–-1,000,000–-1.65%–
Q2 2023
 Value Shares↓ Weighting
SGMS NewLIGHT & WONDER INC$127,206,000–1,850,000–63.76%–
RH NewRH$41,198,750–125,000–20.65%–
RMBL NewRUMBLEON INC$27,810,000–2,250,000–13.94%–
ILPT NewINDUSTRIAL LOGISTICS PPTYS T$3,300,000–1,000,000–1.65%–
Q4 2022
 Value Shares↓ Weighting
RH ExitRH$0–-32,000–-7.00%–
SGMS ExitLIGHT & WONDER INC$0–-2,440,000–-93.00%–
Q3 2022
 Value Shares↓ Weighting
SGMS BuyLIGHT & WONDER INC$104,627,000
-7.2%
2,440,000
+1.7%
93.00%
-1.7%
RH BuyRH$7,874,000
+23.6%
32,000
+6.7%
7.00%
+30.9%
Q2 2022
 Value Shares↓ Weighting
SGMS NewLIGHT & WONDER INC$112,776,000–2,400,000–94.66%–
RH NewRH$6,368,000–30,000–5.34%–
Q4 2021
 Value Shares↓ Weighting
TWTR ExitTWITTER INC$0–-325,000–-8.05%–
SGMS ExitSCIENTIFIC GAMES CORP$0–-2,700,000–-91.95%–
Q3 2021
 Value Shares↓ Weighting
SGMS NewSCIENTIFIC GAMES CORP$224,289,000–2,700,000–91.95%–
TWTR SellTWITTER INC$19,627,000
-28.7%
325,000
-18.8%
8.05%
-30.8%
ExitSCIENTIFIC GAMES CORP$0–-2,700,000–-88.37%–
Q2 2021
 Value Shares↓ Weighting
NewSCIENTIFIC GAMES CORP$209,088,000–2,700,000–88.37%–
TWTR NewTWITTER INC$27,524,000–400,000–11.63%–
Q4 2020
 Value Shares↓ Weighting
TWTR ExitTWITTER INC$0–-75,000–-2.78%–
TA ExitTRAVELCENTERS OF AMERICA INC$0–-300,000–-4.88%–
SGMS ExitSCIENTIFIC GAMES CORPcall$0–-675,000–-19.63%–
SGMS ExitSCIENTIFIC GAMES CORP$0–-2,500,000–-72.71%–
Q3 2020
 Value Shares↓ Weighting
SGMS BuySCIENTIFIC GAMES CORP$87,275,000
+145.4%
2,500,000
+8.7%
72.71%
+6.6%
TA SellTRAVELCENTERS OF AMERICA INC$5,862,000
-4.8%
300,000
-25.0%
4.88%
-58.7%
TWTR NewTWITTER INC$3,338,000–75,000–2.78%–
Q2 2020
 Value Shares↓ Weighting
SGMS NewSCIENTIFIC GAMES CORP$35,558,000–2,300,000–68.18%–
SGMS NewSCIENTIFIC GAMES CORPcall$10,436,000–675,000–20.01%–
TA NewTRAVELCENTERS OF AMERICA INC$6,160,000–400,000–11.81%–
Q4 2019
 Value Shares↓ Weighting
SGMS ExitSCIENTIFIC GAMES CORP$0–-2,615,000–-100.00%–
Q3 2019
 Value Shares↓ Weighting
SGMS BuySCIENTIFIC GAMES CORP$53,215,000
+19.3%
2,615,000
+16.2%
100.00%
+17.7%
TLRA ExitTELARIA INC$0–-1,050,000–-15.04%–
Q2 2019
 Value Shares↓ Weighting
SGMS NewSCIENTIFIC GAMES CORP$44,595,000–2,250,000–84.96%–
TLRA NewTELARIA INC$7,896,000–1,050,000–15.04%–
Q4 2018
 Value Shares↓ Weighting
AFSI ExitAMTRUST FINL SVCS INCput$0–-25,000–-0.48%–
PAR ExitPAR TECHNOLOGY CORP$0–-500,000–-14.82%–
SGMS ExitSCIENTIFIC GAMES CORPcall$0–-500,000–-16.94%–
SGMS ExitSCIENTIFIC GAMES CORP$0–-2,000,000–-67.76%–
Q3 2018
 Value Shares↓ Weighting
SGMS BuySCIENTIFIC GAMES CORP$50,800,000
-42.6%
2,000,000
+11.1%
67.76%
-21.4%
SGMS NewSCIENTIFIC GAMES CORPcall$12,700,000–500,000–16.94%–
PAR SellPAR TECHNOLOGY CORP$11,110,000
-21.5%
500,000
-37.5%
14.82%
+7.5%
AFSI NewAMTRUST FINL SVCS INCput$363,000–25,000–0.48%–
Q2 2018
 Value Shares↓ Weighting
SGMS NewSCIENTIFIC GAMES CORP$88,470,000–1,800,000–86.22%–
PAR NewPAR TECHNOLOGY CORP$14,144,000–800,000–13.78%–
Q4 2016
 Value Shares↓ Weighting
CASLQ ExitCASTLE A M & CO$0–-4,000,000–-8.25%–
USAK ExitUSA TRUCK INC$0–-835,000–-22.04%–
SGMS ExitSCIENTIFIC GAMES CORPcl a$0–-2,400,000–-69.72%–
Q3 2016
 Value Shares↓ Weighting
SGMS SellSCIENTIFIC GAMES CORPcl a$27,048,000
+17.7%
2,400,000
-4.0%
69.72%
+36.1%
USAK SellUSA TRUCK INC$8,550,000
-44.2%
835,000
-4.6%
22.04%
-35.5%
Q2 2016
 Value Shares↓ Weighting
SGMS NewSCIENTIFIC GAMES CORPcl a$22,975,000–2,500,000–51.22%–
USAK NewUSA TRUCK INC$15,321,000–875,000–34.16%–
CASLQ NewCASTLE A M & CO$6,560,000–4,000,000–14.62%–

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