activistcompany
Snowball Research Team
activistcompany
Baker Bros. Advisors secured Board seat in Replimune Group (REPL)
activistletters
Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc
Summary
Sherwood Group, owning 29.9% of Barnwell, seeks to remove the remaining board and install five new directors, citing
activistletters
Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences
Summary
Kent Lake Partners, owning ~7.5% of Quanterix, opposes the proposed merger with Akoya Biosciences. They argue the deal
activistletters
Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors
Summary
Deep Track Capital, owning 14.34% of Dynavax, is nominating four directors to the board, citing poor capital allocation,
activismweekly
13D weekly report - Mar 03, 2025 to Mar 07, 2025
activistcompany
Impactive Capital Comments on Clear Message Sent by WEX Inc. (WEX) Shareholders That Board Change Is Needed
activistletters
Elliott Investment Management L.P. Issues Detailed Investor Presentation On Phillips 66
Summary
Elliott Investment Management nominated seven directors to Phillips 66’s board, citing poor operational execution, weak capital allocation, and
activistletters
Vision One Fund, LP Issues Detailed Investor Presentation On Ingevity Corp
Summary
Vision One Fund urged Ingevity (NGVT) to explore strategic alternatives, including a potential sale, citing poor stock performance, weak
activistcompany
Ortelius Calls for Urgent Board Overhaul at Brookdale Senior Living Inc (BKD) to Unlock Shareholder Value
activistletters
Ortelius Advisors, L.P. Sent Letter to the Stockholders of Brookdale Senior Living Inc.
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Summary
Ortelius Advisors (1.3% holder) is nominating six directors to Brookdale Senior Living’s board, citing seven years of
activistcompany
Shareholders elected two company’s director nominees and two Elliott nominees to the Board of Phillips 66 (PSX)
activistcompany
Mill Road Capital Seeks Board Nominees and Strategic Alternatives for Landsea Homes Corp (LSEA)
activistcompany
Ranbir Singh entered into a cooperation agreement with Navitas Semiconductor Corp (NVTS)
activistcompany
Select Equity Group Urges Signet Jewelers (SIG) to explore Strategic Review and Potential Sale
activistletters
Ancora Sent Letter to the Board of Directors of U.S. Steel
Summary
Ancora urges U.S. Steel to delay its 2025 annual meeting until after there’s clarity on the blocked
activistletters
Select Equity Group, L.P. Sent Letter To The Board Of Directors Of Signet Jewelers Ltd
Summary
Select Equity Group (owns ~10% of Signet) is urging the board to explore a sale of the company due
activistcompany
ESL Partners Urges Board to Pursue Sale of Lands’ End to Maximize Shareholder Value
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