activistletters
First Industrial Realty Trust (FR): Land & Buildings Pushes for Asset Sales, Capital Returns, and Strategic Alternatives to Close NAV Discount
Company Name: First Industrial Realty Trust, Inc.
Symbol: FR
Filing Date: Dec-03-2025
Filer Name: Land & Buildings Investment Management, LLC
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 Master Fund Slams Board Over Dilution, Governance Failures, and Launches Bid to Elect Independent Directors
December 2, 2025
Dear Fellow Neuphoria Shareholders,
Lynx1 Master Fund LP (together with its affiliates, “Lynx1” or “we”) is currently
activistletters
Galloway Capital Pressures Noodles & Company (NDLS) to Sell Stores and Cut Debt in Activist Value Push
December 1, 2025
Joe Christina
President and Chief Executive Officer
Noodles & Company
520 Zang Street, Suite D
Broomfield, CO
activistletters
Engine Capital Pressures UniFirst (UNF) on Governance Failures and Demands Strategic Review After Rejected Takeover Offers
Company Name: UniFirst Corporation
Symbol: UNF
Filing Date: Dec-01-2025
Filer Name: Engine Capital LP
Download PresentationEngine Capital-Dec-01-2025.pdf3 MBdownload-circle
Source:
activistletters
UniFirst Corporation (UNF): Engine Capital Slams Governance Failures and Urges Immediate Strategic Review, Including a Potential Sale
UniFirst Corporation
68 Jonspin Road
Wilmington, Massachusetts 01887
Attention: Joseph M. Nowicki, Sergio A. Pupkin, Raymond C. Zemlin, Cecilia McKenney,
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 Capital Pushes Board Shake-Up After Dilution, Missteps, and Failed Phase 3 Trial
Company Name: Neuphoria Therapeutics Inc.
Symbol: NEUP
Filing Date: Nov-26-2025
Filer Name: Lynx1 Capital Management LP
Download PresentationLynx1-11-26-2025.pdf7 MBdownload-circle
activistletters
Cannae Holdings (CNNE): Carronade Capital Demands Board Overhaul Amid Value Destruction and Conflicted Governance
Company Name: Cannae Holdings, Inc.
Symbol: CNNE
Filing Date: Nov-24-2025
Filer Name: Carronade Capital Management LP.
Download PresentationCarronade-Nov-24-2025.pdf2 MBdownload-circle
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
Barington Capital Pressures Matthews International (MATW) on Strategy, Debt, and CEO Performance in Intensifying Governance Fight
November 17, 2025
Mr. Alvaro Garcia-Tunon
Chairman of the Board of Directors
Matthews International Corporation
Two NorthShore Center
Pittsburgh, PA
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
