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Valadez Carlos Daniel

I. Basics

Carlos Daniel Valadez is a Texas‑based activist investor and contrarian value player who built a significant position in Charles & Colvard (5–6%) via personal capital in early 2023. After accumulating ~1.8 million shares, he issued a detailed shareholder letter urging the board to enhance strategy on marketing, capital deployment, and branding.

II. Letters & Presentations

Letters

Charles & Colvard Ltd - 16-May-2023

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.
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