activistcompany
Palogic Value Fund Urges OpenLending (LPRO) to Explore Strategic Alternatives
Key Summary: On April 14, 2025, Palogic Value Fund (5.8%) expressed concerns about OpenLending’s executive turnover, limited market
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We focus exclusively on U.S. and Canadian stocks under $5 billion.
Our flagship: the Idea Generation Report. Each month, we spotlight 10–15 companies with compelling change narratives, found through rigorous, qualitative work.
We also summarize key developments such as shareholder activism, divestments, exploration of strategic alternatives, notable fund letters, and significant management changes.
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activistcompany
Starboard nominated Peter A. Feld to the Board of Qorvo, Inc (QRVO)
Key Summary: On April 14, 2025, Starboard nominated Peter A. Feld to the Board.
Market Cap: $5.5 billion | Qorvo,
activistcompany
Daniel J. Mangless nominated Board candidates to Zevra Therapeutics (ZVRA)
Key Summary: Daniel J. Mangless, who successfully elected three nominees to the Board at the 2023 AGM, filed proxy materials
activistcompany
H Partners Launches Withhold Campaign Against Harley-Davidson (HOG) Board
Key Summary: H Partners Management disclosed an 8% stake in Harley-Davidson in December 2021, raising concerns about executive compensation, governance,
activistcompany
Meruelo Offers Board Role After Discussing Debt Plans with Bausch Health Companies (BHC)
Key Summary: On March 31, 2025, Mr. Meruelo (9.99%) discussed debt refinancing and future plans with CEO Thomas Appio
activistcompany
Pontifax Management entered into a Letter Agreement with Keros Therapeutics, Inc (KROS)
Key Summary: On April 11, 2025, ADAR1 Capital called Keros undervalued but questioned the viability of KER-012 and KER-065, urging
activistcompany
The Founders Group, comprising Ransom and Valerie Wuller, Luis Dussan, and Pamela Bauer nominated Board candidates to AEye, Inc (LIDR)
Key Summary: On April 11, 2025, the Founders Group, comprising Ransom and Valerie Wuller, Luis Dussan, and Pamela Bauer nominated