I. Basics

Stone House Capital Management, LLC is a New York-based private investment firm founded by Mark Cohen in January 2010, blending institutional discipline with entrepreneurial agility to achieve risk-adjusted returns across asset classes. The firm, led by Founder and Managing Partner Mark Cohen (who holds a B.S. in Economics from Wharton), operates with a concentrated portfolio strategy and long-term value-based investment philosophy rooted in deep research and genuine conviction. As of March 2024, Stone House Capital Management manages $240.2 million in discretionary assets under management for two clients, with its largest holding being Light & Wonder Inc. (1,650,000 shares) and top holdings including Designer Brands Inc. and RideNow Group, Inc. representing 100% concentration of its portfolio.

II. Letters & Presentations

Nil

III. Live "significant" companies

Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).