Snowball Research
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Activist Companies
Bradley L. Radoff and JEC II Associates reached an agreement with Sesen Bio, Inc (SESN)
Bradley L. Radoff increased his stake after reaching agreement with Newpark Resources (NR)
Roumell Asset Management reduced its stake to below 5% in Enzo Biochem (ENZ)
Hill Path Capital increased its stake after initiating discussions with Ruth's Hospitality Group (RUTH)
Hill Path Capital increased its stake after securing a Board seat in SeaWorld Entertainment (SEAS)
Philotimo Fund reaches agreement with Orion Energy Systems, Inc. (OESX)
Kanen Wealth Management/ Philotimo Fund opines ODP Corp (ODP) could trade more than 8x its current trading price
Kanen Wealth Management LLC delivers letter to Board of Lazydays Holdings (LAZY)
ICV Partners acquired Diversified Restaurant Holdings (SAUC)
Kanen Wealth Management increased its stake in Astea International (ATEA)
Kanen Wealth Management decreased its stake after securing Board seats in Aqua Metals (AQMS)
Kanen Wealth Management/ Philotimo Fund reaches agreement with 1847 Goedeker Inc (GOED)
Toro 18 Holdings withdrew its nomination at Turtle Beach (HEAR); Turtle Beach appoints William Wyatt, the Founder and CIO of The Donerail Group to the board
Key Summary: Toro 18 Group (up to 8.4%) launched a proxy campaign in early 2023, nominating directors and pushing for strategic changes, including a CEO transition and formation of
Sudbury Capital Fund requested a Board seat in Optex Systems Holdings (OPXS)
Key Summary: Henry Partners (9.8%) raised concerns in October 2019 about the company’s governance and executive pay, urging board reforms and potential new director appointments. In August 2021,
Eric Semler and William H.C. Chang secured board seats in Semler Scientific (SMLR)
Paragon Technologies solicits votes for the election of its nominees at Rubicon Technology (RBCN)
Key Summary: Between 2016 and 2022, Paragon Technologies repeatedly challenged Rubicon’s leadership through board nominations, proxy contests, and public plans to unlock shareholder value, which the company rejected. In
Paragon Technologies terminates discussions with AeroCentury (ACY)
Key Summary: Paragon Technologies urged AeroCentury to delay its June 9, 2020 annual meeting to allow fair nomination of directors. The company postponed the meeting to September 15, 2020, but