activistletters
Orion Properties (ONL): The Kawa Fund nominates five directors in advance notice, launching proxy push.
Company Name: Orion Properties Inc.
Symbol: ONL
Filing Date: Nov-18-2025
Filer Name: Kawa Capital Management, Inc
Download Nomination LetterNotice of
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 withdraws $5.20 bid, blasts dilutive ATM issuances.
November 18, 2025
The Board of Directors of Neuphoria Therapeutics Inc.
100 Summit Drive
Burlington, Massachusetts 01803
Dear Members of
activistletters
Tiptree Inc. (TIPT): Veradace Partners LP challenges strategy in new presentation, pressing for governance and capital allocation improvements
Company Name: Tiptree Inc.
Symbol: TIPT
Filing Date: Nov-17-2025
Filer Name: Veradace Partners LP
Download PresentationVeradace-Nov-17-2025.pdf5 MBdownload-circle
Source:
https:
activistletters
Silver Star Properties (SLVS): Hartman Shareholder Alliance accuses board of “value destruction” after court denies meeting delay
The Pattern Continues: More Value Destruction
November 17, 2025
Dear Shareholder,
After six postponements of your court-ordered shareholder meeting and
activistletters
Novavax (NVAX): Shah Capital Slams Leadership Over Market Share Collapse, Costs, and Governance Failures
November 12, 2025
Board of Directors of Novavax Inc.
21 Firstfield Rd.
Gaithersburg, MD 20878
As ~8.3% shareholder, Shah
activistletters
Cannae Holdings (CNNE): Carronade Capital Pushes for Board Overhaul and Governance Reform to Reverse Value Destruction
Company Name: Cannae Holdings, Inc.
Symbol: CNNE
Filing Date: Nov-10-2025
Filer Name: Carronade Capital
Download PresentationCarronade-Cannae-Nov-10-2025.pdf10 MBdownload-circle
Source:
https:
activistletters
Pacira (PCRX): DOMA Perpetual Capital Demands Immediate Sale Process Citing Overspending and Severe Underperformance
DOMA Perpetual Capital Management LLC
3350 Virginia Street
Suite 530
Miami, FL 33133
November 10th, 2025
To the Board of
activistletters
Hooker Furnishings (HOFT): GVIC Presses Board for Governance Changes After Years of Value Destruction
November 6, 2025
BY UNITED PARCEL SERVICE DELIVERY AND ELECTRONIC MAIL
Hooker Furnishing Corporation
440 East Commonwealth Boulevard
Martinsville, Virginia
activistletters
Cracker Barrel (CBRL): Biglari Capital Urges Shareholders to Reject CEO and Director After $1B Value Destruction
SARDAR BIGLARI, CHAIRMAN & CEO
November 6, 2025
Dear Shareholders of Cracker Barrel Old Country Store, Inc:
You have most
activistletters
Silver Star Properties (SLVS) Hartman Shareholder Alliance Accuses Board of Value Destruction and Dodging Court-Ordered Annual Meeting
Value Destruction and Refusal to Hold Court-Ordered Annual Meeting
November 5, 2025
Dear Shareholder,
This letter provides information about Silver
activistletters
Yunqi Capital (5.1%) urges STAAR Surgical (STAA) board to terminate Alcon merger after special-meeting adjournment
Yunqi Capital Issues Letter to STAAR Surgical Board Calling for Termination of the Proposed Merger with Alcon
Questions Company’s
activistletters
Biglari Capital Targets Cracker Barrel (CBRL) Over “Failed Transformation Plan” and CEO Julie Masino’s Leadership
Company Name: Cracker Barrel Old Country Store, Inc.
Symbol: CBRL
Filing Date: Nov-03-2025
Filer Name: Biglari Capital Corp
Download PresentationBiglari-Cracker-Nov-03-2025.
activistletters
Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) for Governance Failures, Delays, and Unequal Share Distribution
Silver Star’s Deception and the Accountability You Deserve
October 27, 2025
Dear Shareholder,
"Woe to those who call
activistletters
Two Seas Capital Urges Core Scientific (CORZ) Shareholders to Reject CoreWeave Sale, Citing Major Upside as a Standalone AI Infrastructure Leader
Two Seas Capital Expresses Enthusiasm for Core Scientific’s Future Prospects
Issues Letter to Shareholders Highlighting Significant Upside Potential If
activistletters
Carronade Capital (3.2% Stakeholder) Launches Proxy Fight at Cannae Holdings (CNNE), Citing Governance Failures and Value Destruction
Carronade Capital Files Definitive Proxy Statement for Cannae’s 2025 Annual Meeting
Cannae’s Reactive Actions Do Not Go Far
activistletters
Yunqi Capital urges STAAR Surgical (STAA) to reject adjournment and move beyond Alcon $28 bid
Yunqi Capital Issues Letter to STAAR Surgical Board Opposing Adjournment of the Special Meeting and Calling for the Company to
activistletters
Biglari Capital Presses Cracker Barrel (CBRL) to Oust CEO Julie Masino After $700 Million Rebrand Failure and $1.2 Billion Value Destruction
Company Name: Cracker Barrel Old Country Store, Inc.
Symbol: CBRL
Filing Date: Oct-24-2025
Filer Name: Biglari Capital Corp
Download PresentationBiglari-Cracker-Oct-24-2025.
activistletters
Broadwood Partners (27.5% Holder) Slams STAAR Surgical (NASDAQ: STAA) and Alcon (NYSE: ALC) for Delaying Shareholder Vote on Sale
Broadwood Partners Condemns Decision by STAAR Surgical and Alcon to Delay Final Vote on Proposed Transaction
Appalled that STAAR’s
