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Mark Cohen's investment firm Stone House Capital has submitted two filings to the SEC regarding its positions.

Reduces USA Truck (USAK) Stake

First, in a 13G with the SEC regarding shares of USA Truck (USAK), Stone House disclosed it now owns 7.1% of USAK with 588,961 shares.

This is a reduction of 246,039 shares since the end of the second quarter when they previously owned 835,000 shares.  The filing was made due to activity on November 15th.

Per Google Finance, USA Truck is "a truckload carrier providing transportation of general commodities throughout the continental United States and into and out of portions of Mexico and Canada. The Company operates through two segments: Trucking and Strategic Capacity Solutions (SCS). The Trucking segment consists of truckload and dedicated freight services. The SCS segment consists of freight brokerage and rail intermodal services. The Company transports full dry van trailer loads of freight from origin to destination without intermediate stops or handling. The Company offers a range of truckload and logistics services to a customer base that spans a range of industries. The Company's fleet of approximately 1,832 tractors consists of 1,568 company tractors and 264 independent contractor tractors. The Company owns approximately 6,200 trailers. The Company also transports general commodities into and out of Mexico by allowing through-trailer service from its terminal in Laredo, Texas."


Also Trims A.M. Castle (CAS) Position

Second, Stone House also filed an amended 13D with the SEC regarding its stake in A.M. Castle (CAS).  Per that filing, Stone House now owns 10.9% of CAS with 3.55 million shares.

This is also a reduction of 448,065 shares since the end of the second quarter when it owned 4 million shares previously. 

The filing indicates they were selling on November 9th, 201th, 11th, and 14th at prices of between $0.4962 and $0.5313.

Per Google Finance, A.M. Castle is "a specialty metals distribution company. The Company operates through two segments: Metal and Plastics. In its Metals segment, the Company focuses on distributing engineered specialty grades and alloys of metals, as well as providing specialized processing services. Its products include alloy, aluminum, nickel, stainless steel, carbon and titanium. Inventories of these products assume various forms, such as plate, sheet, extrusions, round bar, hexagon bar, square and flat bar, tubing and coil. The Company's Plastics segment includes its subsidiary, Total Plastics, Inc. (TPI). The Plastics segment stocks and distributes a range of plastics in forms that include plate, rod, tube, clear sheet, tape, gaskets and fittings. Processing activities within this segment include cut-to-length, cut-to-shape, bending and forming according to customer specifications. The Company distributes and performs processing on both metals and plastics."