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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Jack in the Box, Inc. (JACK) Faces Governance Clash as Biglari Capital Challenges Board Leadership and Chairman Accountability

Company Name: Jack in the Box Inc. Symbol: JACK Filing Date: Feb-09-2026 Filer Name: Biglari Capital Corp Download PresentationBiglari Capital
Feb 9, 2026
activistletters

Erez Asset Management Urges Veris Residential, Inc. (VRE) to Pursue Strategic Alternatives, Citing Persistent NAV Discount

December 1, 2025 Veris Residential, Inc. 210 Hudson Street, Suite 400 Jersey City, NJ 07311 Attention: Tammy Jones and Mahbod
Feb 5, 2026
activistletters

Biglari Capital Targets Board Accountability at Jack in the Box (JACK), Citing Governance Failures and Value Destruction

Summary Biglari Capital calls on Jack in the Box shareholders to vote AGAINST Chairman David Goebel, blaming an entrenched board
Feb 2, 2026
activistletters

Jack in the Box (JACK) Faces Governance Showdown as Biglari Capital Urges Shareholders to Vote Against Chairman

Company Name: Jack in the Box Inc. Symbol: JACK Filing Date: Feb-02-2026 Filer Name: Biglari Capital Corp Download PresentationBiglari Capital
Feb 2, 2026
activistletters

Endeavor Investor Group Calls for Leadership Change and Strategic Reset at Mawson Infrastructure Group (MIGI)

Summary Endeavor Investor Group, a significant shareholder, argues Mawson’s HPC and digital infrastructure assets are materially undervalued due to
Jan 22, 2026
activistletters

Mawson Infrastructure Group (MIGI) Faces Pressure From Endeavor Investor Group Over Governance Failures and Capital Allocation

Dear Fellow Shareholders: The Endeavor Investor Group (together with its affiliates, “Endeavor” or “we”) is a significant stockholder of Mawson
Jan 22, 2026
activistletters

Star Equity Holdings (STRR) Sends Proposal to GEE Group (JOB), Highlighting Valuation Upside and Strategic Alternatives

Summary: Star Equity Holdings sent a non-binding, confidential letter to GEE Group on January 6, 2026 proposing a potential merger,
Jan 22, 2026
activistletters

GEE Group (JOB) Draws Merger Interest From Star Equity Holdings (STRR) as Jeffrey Eberwein Pushes Strategic Combination

Company Name: GEE Group Inc. Symbol: JOB Filing Date: Jan-22-2026 Filer Name: Star Equity Fund, LP Star Equity Fund, LPStar
Jan 22, 2026
activistletters

Tredegar Corporation (NYSE: TG) Pressured by John D. Gottwald to Sell Bonnell and Surface Protection Films, Exit Public Markets

Summary On January 14, 2026, John D. Gottwald issued an open letter to Tredegar’s board arguing that, despite confidence
Jan 14, 2026
activistletters

John D. Gottwald Urges Tredegar Corporation (TG) to Sell Bonnell and Surface Protection Films and Exit Public Markets

Dear Board of Directors: As highly as I think of Bapi DasGupta, the newly appointed CEO of Tredegar, the only
Jan 14, 2026
activistletters

Galloway Capital Presses Chicago Rivet (CVR) on Market Mispricing, Calls for Enhanced Investor Outreach

Summary Galloway Capital Partners, which owns about 6.45% of Chicago Rivet & Machine Co., argues that the company is
Dec 29, 2025
activistletters

Chicago Rivet & Machine Co. (CVR): Galloway Capital Urges Stronger Investor Relations to Unlock Undervaluation

December 29, 2025 Chicago Rivet & Machine Co. 27755 Diehl Road, Suite 200 Warrenville, IL 60555. Attn: Gregory D. Rizzo,
Dec 29, 2025
activistletters

Ampco Pittsburgh (AP) Draws Activist Support From Galloway Capital Partners as Letter Highlights Valuation Gap and M&A Options

Summary Galloway Capital Partners disclosed that it has built a 5.19% stake in Ampco Pittsburgh over the past 18
Dec 19, 2025
activistletters

Galloway Capital Partners Builds 5.19% Stake in Ampco Pittsburgh (AP), Urges Board to Explore Strategic Alternatives

December 19, 2025 Ampco Pittsburgh Corp. 726 Bell Avenue, Suite # 301 Carnegie, PA 15106 Attn: J. Brett McBrayer, Chief Executive
Dec 19, 2025
activistletters

STAAR Surgical (STAA) Faces Intensifying Pushback as Broadwood Partners Opposes Sale and Presses for Independence

Summary Broadwood strongly opposed STAAR Surgical’s proposed sale to Alcon, arguing the deal materially undervalues the company and reflects
Dec 17, 2025
activistletters

Broadwood Partners Urges STAAR Surgical (STAA) Shareholders to Reject Alcon Deal, Calls for Board and Leadership Changes

STAAR Surgical Company 25510 Commercentre Dr. Lake Forest, CA 92630 Dear Members of the Board: Since the announcement of STAAR’
Dec 17, 2025
activistletters

OraSure Technologies (OSUR) Faces Proxy Fight as Altai Capital Seeks Board Seats Over Governance and Strategic Failures

Summary Altai Capital disclosed a 5.2% stake in OraSure and sharply criticized the Board for clinging to a failed
Dec 17, 2025
activistletters

Altai Capital Escalates at OraSure Technologies (OSUR), Nominates Directors and Slams Strategy and Capital Allocation

December 17, 2025 VIA EMAIL Mr. John P. Kenny Chairman of the Board OraSure Technologies, Inc. 150 Webster St. Bethlehem,
Dec 17, 2025
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