13D weekly report - March 16, 2026 to March 20, 2026

Goldenwise Capital highlights undervaluation and signals engagement with potential board representation at Phunware, Inc. (PHUN)

Steamboat Capital Partners

Steamboat Capital Partners entered into a cooperation agreement with Medifast (MED)

Timothy O'Connell

Timothy O'Connell pushes for strategic review and potential board change at Airgain, Inc. (AIRG)

First Industrial Realty Trust (FR) Faces Activist Pressure from Land & Buildings as Investor Urges Vote Against Directors Over Governance and $2B Valuation Gap

Medifast Inc. (MED) Targeted by Steamboat Capital Partners as Activist Flags Deep Undervaluation and Urges Cost-Cutting Turnaround

Janus Henderson Group (JHG) Faces Trian Fund Management Opposition as Activist Slams Victory Capital (VCTR) Deal for Financing Gaps and Governance Risks

Sturm, Ruger & Company (RGR) Targeted by Beretta Holding as Activist Pushes Board Change and Criticizes Governance Failures

OraSure Technologies (OSUR) Targeted by Altai Capital in Proxy Fight, Nominates Directors and Pushes Strategic Review Amid Performance and Governance Concerns

13D weekly report - March 09, 2026 to March 13, 2026

Gregory (Greg) B. Fortunoff

Gregory Fortunoff delivered a letter to the Board of Kingstone Companies (KINS)

Starboard urges CarMax (KMX) to improve digital execution and cut SG&A to unlock value