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Snowball Research Team

activistprofile

Marlton Partners

I. Basics Marlton Partners L.P. is a Chicago-based, privately held investment firm led by James C. Elbaor. The firm
activistprofile

Daniel John Mangless

I. Basics Daniel John Mangless is an American activist investor operating from De Pere, WI. II. Letters & Presentations Letters
activistprofile

Lee Elvin Sanghwan

I. Basics Lee Elvin Sanghwan is a U.S.‐based activist investor noted for accumulating just over 6% of Salarius
activistprofile

LB Partners LLC

I. Basics LB Partners LLC is a Virginia-based investment adviser formed in January 2020, principally owned by Charles P. Cocke,
activistprofile

David E. Lazar

I. Basics David Lazar is currently the CEO of Activist Investing which specializes in "Turnaround Situations" via Activist
activistletters

Barington Capital Criticizes Victoria’s Secret (VSCO) Over Governance, Strategic Drift, and $2.4B Value Destruction

Summary Barington Capital, a >1% shareholder of Victoria’s Secret, expressed concern over the company’s significant underperformance since
activistletters

Findell Capital Targets Oportun (NASDAQ: OPRT) Board, Urges Shareholders to Replace CEO Vazquez for Stronger Governance

Company Name: Oportun Financial Corp Symbol: OPRT Filing Date: Jun-16-2025 Filer Name: Findell Capital Management LLC Findell-Oportun-Jun-16-2025Findell-Oportun-Jun-16-2025.pdf8 MBdownload-circle Source:
activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SSSS) Over Failed Strategy, Demands Governance Overhaul and Capital Return

Summary On June 16, 2025, the Hartman Shareholder Alliance issued a letter condemning Silver Star Properties REIT’s “New Direction
activistletters

Ortelius Advisors Presses for Board Overhaul at Brookdale Senior Living (BKD), Criticizes Debt, Leases, and Strategy in Proxy Campaign

Summary On June 16, 2025, Ortelius Advisors issued a letter urging Brookdale Senior Living shareholders to vote for its six
activistletters

BML Capital Opposes Ikena Oncology (IKNA)–Inmagene Merger, Urges Cash Return to Shareholders

Summary On June 16, 2025, BML Capital Management, owning 8.4% of Ikena Oncology (IKNA), publicly opposed the proposed reverse

13D weekly report - June 09, 2025 to June 13, 2025

activistletters

Findell Capital Challenges Oportun Financial (OPRT) Board, Cites Governance Failures and Urges Election of Lending Expert Warren Wilcox

Summary On June 13, 2025, Findell Capital, a 7.4% shareholder of Oportun Financial, issued a letter challenging the company’
activistletters

Vivo Capital Challenges Sinovac Biotech (SVA) Board Ahead of July 8 Vote, Citing Governance Failures and Dividend Dispute

Summary On June 13, 2025, Vivo Capital, an 8% shareholder in Sinovac Biotech, issued a letter addressing what it calls
activistletters

Hartman Group Challenges Silver Star Properties REIT (SSSS) Strategy, Urges Asset Sales and Capital Return Amid NAV Collapse

Summary On June 13, 2025, the Hartman Group criticized Silver Star Properties’ reinvestment of $395M in asset sale proceeds into
activistprofile

Knighted Pastures LLC

I. Basics Knighted is the largest provider of Third-Party Player Proposition Services for the California card room industry. Knighted aims
activistprofile

Daniel Khoshaba

I. Basics Daniel Khoshaba is a seasoned investor and entrepreneur with a track record spanning manufacturing, finance, and real estate.
activistprofile

Irrevocable Trust For Raymond Ni

I. Basics Irrevocable Trust for Raymond Ni is a North Carolina–based trust Trustee Fai Lam, along with co-reporting individuals
activistcompany

The Irrevocable Trust for Raymond Ni withdrew director nomination at HF Foods Group (HFFG)

Key Summary: In May 2023, The Irrevocable Trust for Raymond Ni (11.2%) filed proxy materials nominating five directors but