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SCHEDULE 13D Filed 2026-06-11 Event 2026-06-11 SEC 0000921895-26-001602 →

Stone House Capital Management, LLC Designer Brands Inc. DBI

Stake: 16.30% Shares: 7,000,000 CUSIP: 250565108 Class: Class A Common Shares, without par value

Item 4 — Purpose of Transaction

The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were substantially undervalued. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. The Reporting Persons are converting from a Schedule 13G to a Schedule 13D because they believe the Shares are significantly undervalued and intend to engage in discussions with the Issuer regarding ways the existing Board of Directors (the "Board") and management can take steps to improve operational performance and investor communications and increase shareholder value. Among other things, the Reporting Persons believe the Issuer should be providing enhanced segment-level disclosure of the Topo Athletic brand, which is one of the rare few brands that has emerged and gained relevance and scale in the specialty run channel in the last two decades. No Reporting Person has any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein. Depending on various factors including, without limitation, the Issuer's financial position, results and strategic direction, actions taken by the Issuer's management and Board, other investment opportunities available to the Reporting Persons, the price levels of the Shares, conditions in the securities markets and general economic and industry conditions, the Reporting Persons may in the future take such actions with respect to their investment in the Issuer as they deem appropriate including, without limitation, engaging in communications with the Issuer's management and Board, engaging in discussions with shareholders of the Issuer or other third parties about the Issuer and the Reporting Persons' investment, making recommendations or proposals to the Issuer concerning changes to the Issuer's operations or capitalization, potential business combinations or dispositions involving the Issuer or certain of its businesses, or suggestions for improving the Issuer's financial and/or operational performance, acquiring additional Shares, disposing of some or all of their Shares, engaging in short selling of or any hedging or similar transaction with respect to the Shares, including swaps and other derivative instruments, or changing their intention with respect to any and all matters referred to in Item 4.

Cross-References

Insider Activity (last 365d)
4 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
3 13D/G filings on this issuer
2 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 8.91
5,470,830 shares short · +0.0% vs prior

Post-Filing Returns · since 2026-06-11 on DBI

+1 day
+4.9%
+5 days
-1.1%
+30 days
-17.6%
+60 days
+90 days
+180 days

Anchor price 6.51 on closest trading day on/after 2026-06-11. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-04-02 O'Donnell Andrea officer H
2026-04-02 Ferree Deborah L director, officer H
2026-04-02 SCHOTTENSTEIN JAY L director, officer, 10%+ owner H
2026-04-02 HOWE DOUGLAS M. director, officer H

Other 13D/G Filings on Designer Brands Inc.

FiledFormFilerStakeShares
2026-07-14 SCHEDULE 13G DIMENSIONAL FUND ADVISORS LP view →
2021-10-01 SC SCHOTTENSTEIN JAY L view →

Other Filings by Stone House Capital Management, LLC

FiledFormIssuerStakeShares
2025-08-27 SCHEDULE RideNow Group, Inc. RDNW 18.70% 7,104,346 view →
2023-12-11 SC RumbleOn, Inc. RDNW view →
2023-09-06 SC RumbleOn, Inc. RDNW view →

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