I. Basics

Sieve Capital LLC is a Dallas-based private investment firm that pursues opportunities across public and private markets through fundamental research and is registered as an investment adviser in Texas. The firm has recently become known as an activist shareholder, publicly challenging leadership and capital allocation at Americold Realty Trust and urging the removal of Chairman Mark Patterson alongside a review of strategic alternatives, including a potential sale of the company. It has also opposed the proposed acquisition of Thunderbird Entertainment Group by Blue Ant Media, arguing that the transaction would lock investors into a less liquid, more controlled structure that weakens shareholder voting power and exit options. Overall, Sieve Capital positions itself as a governance-focused investor seeking to unlock value by pressing boards for stronger corporate governance, improved capital allocation, and more shareholder-friendly strategic decisions.

Gavin Richey is a Dallas‑based investment professional and activist investor who serves as the managing member and portfolio manager of Sieve Capital LLC, a state‑registered investment adviser focused on concentrated, research‑driven public‑equity strategies. He holds a Series 65 qualification and has roughly a decade of industry experience, having previously worked at Railroad Ranch Capital from 2016 to 2023, with earlier roles at Vollero Beach Capital and a period of operating as a self‑employed investor before founding Sieve. As the public face of Sieve’s campaigns, Richey has led high‑profile activist engagements, including the current push at Americold Realty Trust to remove Chairman Mark Patterson and initiate a strategic review, positioning him as a governance‑focused, value‑oriented shareholder advocate.

II. Letters & Presentations

Americold Realty Trust, Inc - Apr 17, 2026

III. Significant companies

Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.