activistletters
Elliott Urges Shareholders to Back Board Overhaul at Phillips 66 (PSX), Citing Governance Failures and Need for Independent Oversight
Dear Fellow Phillips 66 Shareholder:
Elliott Investment Management L.P. (along with its affiliates, “Elliott”) manages funds that together are
activistletters
Beaver Hollow Group Seeks Board Overhaul at Servotronics (SVT), Citing Mismanagement, Governance Failures, and Urging Shareholders to Vote for Change
Dear Fellow Servotronics Shareholders,
The filing of our definitive proxy statement marks a critical step in our effort to restore
activistletters
Impactive Capital Pressures WEX Inc. (WEX) for Board Refresh, Urges Shareholders to Vote Against Three Directors Over Prolonged Underperformance
Dear Fellow Shareholders,
Impactive Capital LP (together with its affiliates, “Impactive” or “we”) is a large and longstanding shareholder of
activistletters
Elliott Escalates Proxy Fight at Phillips 66 (PSX), Slams CEO/Chair Lashier and Calls for Four New Directors
Company Name: Phillips 66
Symbol: PSX
Filing Date: May-02-2025
Filer Name: Elliott Investment Management L.P.
Download PresentationElliott-Phillips-May-02-2025.pdf3 MBdownload-circle
activistletters
Land & Buildings Urges National Health Investors (NHI) Shareholders to Vote GOLD Proxy, Citing Conflicts and Long-Term Underperformance
Company Name: National Health Investors Inc
Symbol: NHI
Filing Date: May-02-2025
Filer Name: Land & Buildings Investment Management, LLC
Download
activistprofile
Starboard Value LP
I. Basics
Starboard Value LP is an investment adviser with a focused and fundamental approach to investing in publicly traded
activistletters
Engine Capital Challenges Lyft (LYFT) Board Over Dual-Class Structure, Seeks Governance and Capital Allocation Fixes
Company Name: Lyft, Inc.
Symbol: LYFT
Filing Date: Apr-29-2025
Filer Name: Engine Capital, L.P.
Download PresentationEngine-Lyft-Apr-29-2025.pdf2 MBdownload-circle
Source:
activistletters
Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns
Download LetterAcelyrin-Trium-Apr-29-2025.pdf248 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1962918/000196386025000015/Exhibit1.pdf
activistletters
H Partners Blasts Harley-Davidson (HOG) Board for $2B Value Destruction, Urges Shareholder Action
Company Name: Harley-Davidson, Inc.
Symbol: HOG
Filing Date: Apr-29-2025
Filer Name: H Partners Management, LLC
Download PresentationHarley-H Partners-Apr-29-2025.pdf487 KBdownload-circle
activistletters
H Partners Slams Harley-Davidson (NYSE: HOG) Leadership, Urges Shareholders to Withhold Votes From Zeitz and Long-Tenured Directors Over Governance and Value Destruction
Download LetterHarley-H Partners-Apr-28-2025.pdf424 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/793952/000092189525001189/ex1todfan14a10304005_042825.pdf
activistletters
ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block
Board of Directors
Keros Therapeutics, Inc.
c/o Esther Cho, General Counsel
1050 Waltham Street, Suite 302
Lexington, Massachusetts 02421
activistletters
Elliott Slams Phillips 66 (PSX) for Flawed TSR Calculations, Demands Accountability from CEO Mark Lashier
Company Name: Phillips 66
Symbol: PSX
Filing Date: Apr-28-2025
Filer Name: Elliott Investment Management L.P.
Download PresentationElliott-Phillips-Apr-28-2025.pdf19 MBdownload-circle
activistletters
Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps
Fellow Brookdale Senior Living Stockholders,
Over the past seven years, investors in Brookdale Senior Living Inc. (“Brookdale” or the “Company”
activistletters
BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges
April 24, 2025
Board of Directors
ESSA Pharma Inc.
999 West Broadway
Vancouver, British Columbia
Canada V5Z iK5
c/o
