activistletters
ADAR1 Capital Targets Keros Therapeutics (KROS) Board, Urges Withhold Votes Over Pipeline Failures and Cash Burn
Company Name: Keros Therapeutics, Inc.
Symbol: KROS
Filing Date: May-12-2025
Filer Name: Adar1 Capital Management, LLC
Download PresentationAdar1-Keros-May-12-2025.pdf1 MBdownload-circle
activistletters
H Partners Urges Shareholders to Withhold Votes at Harley-Davidson (HOG) Annual Meeting, Targeting CEO Zeitz and Longtime Directors for Value Destruction
Dear Fellow H-D Shareholder,
This week, H Partners’ campaign to unseat three long-tenured Harley-Davidson, Inc. (“Harley-Davidson”, “Harley”, “H-D” or the
activistletters
ADAR1 Capital Slams Keros Therapeutics (KROS) Strategy, Urges Board Overhaul and Cash Return Amid Pipeline Concerns
Dear Fellow Stockholders,
Keros Therapeutics (“Keros” or the “Company”) is at a crossroads. Two of the Company’s three drug
activistletters
BML Capital Urges AN2 Therapeutics (ANTX) to Pursue Sale or Liquidation After Phase 3 Failure, Threatens Withhold Vote at Annual Meeting
Board of Directors
AN2 Therapeutics, Inc.
1800 El Camino Real, Suite D
Mello Park, CA 94027
c/o Eric Easom,
activistletters
Findell Capital Targets Oportun Financial (OPRT) Governance, Seeks Board Seat to End CEO Control and Refocus Strategy
Fellow Oportun Stockholders:
We are the largest stockholder of Oportun Financial Corporation (“Oportun” or the “Company”), with an approximately 9.
activistletters
Al Hartman Blasts Silver Star (SLVS) Asset Sale at Fire Sale Price, Calls for Board Resignations Over $7.4M Value Destruction
Dear Silver Star Shareholder,
We believe that Silver Star has made another huge blunder in the recent liquidation of a
activistletters
Oportun Financial (OPRT): Findell Capital Nominates Director, Slams Governance and Costly Strategy
Download LetterFindell-May-05-2025.pdf4 MBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1538716/000092189525001281/ex991todfan13982002_050525.pdf
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
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
