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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Fund 1 Investments, LLC Delivered A Letter To Lionel F. Conacher, Chairman Of Board Of The Destination XL Group, Inc.

Dec 23, 20245 min read Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 Attn: Lionel F. Conacher, Chairman
Dec 23, 2024
activistletters

COSCIENS Biopharma (CSCI): Goodwood Inc. Presses for Board Overhaul, Criticizes R&D Spending and Governance

COSCIENS Biopharma Inc. 222 Bay Street, Suite 3000 Toronto, ON M5K 1E7 Attn: Board of Directors Dear Directors: As you
Dec 20, 2024
activistletters

Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.

Letter Dated December 19, 2024 From Goodwood, Inc. To Cosciens Biopharma Inc. GOODWOOD INC. 132 Trafalgar Road Oakville, Ontario L6J
Dec 20, 2024
activistletters

JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings

JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings Believes Significant Board and Leadership Change Is Necessary
Dec 18, 2024
activistletters

180 Degree Capital (TURN): Marlton Partners Nominates Directors, Criticizes Kevin Rendino for Value Destruction and NAV Discount

Dear Fellow Shareholders, Since Kevin Rendino became the Chair and CEO of 180 Degree Capital Corp. (“TURN” or “Company”) in
Dec 17, 2024
activistletters

Marlton Partners L.P. Open Letter to Shareholders of 180 Degree Capital Corp.

Company Name: 180 DEGREE CAPITAL CORP. /NY/ Symbol: TURN Filing Date: Dec-17-2024 Filer Name: MARLTON PARTNERS, L.P. 180 DEGREE
Dec 17, 2024
activistletters

BML Investment Partners, L.P. Sent A Letter To The Board Of Directors Of Atea Pharmaceuticals, Inc.

BML Capital Management, LLC 65 E Cedar, Suite 2, Zionsville, IN 46077 December 13, 2024 Board of Directors Atea Pharmaceuticals,
Dec 16, 2024
activistletters

Q Global Capital Management, L.P. Sent A Letter To The Board Of Directors Of Modivcare Inc

Dear Members of the ModivCare Board: Currently, affiliates of Q Investments, L.P. directly hold approximately 14% of the Company’
Dec 13, 2024
activistletters

Gamco Investors, Inc. Issues Detailed Investor Presentation On Myers Industries Inc

Dec 13, 2024
activistletters

Stadium Capital Management Urges Sleep Number’s Board of Directors to Respect Shareholders’ Calls for Boardroom Changes

Calls on Long-Tenured Directors Stephen Gulis, Michael Harrison, Shelly Ibach, Brenda Lauderback and Barbara Matas to Respect the Will of
Dec 12, 2024
activistletters

Alta Fox Opportunities Fund, LP Issues Detailed Investor Presentation On Daktronics Inc

Company Name: DAKTRONICS INC /SD/ Symbol: DAKT Filing Date: Dec-11-2024 Filer Name: ALTA FOX OPPORTUNITIES FUND, LP Alta Fox Daktronics
Dec 11, 2024
activistletters

Barington Capital Group Sends Letter To Chairman Of The Board Of Matthews International Highlighting Urgent Need For New Leadership

Mr. Alvaro Garcia-Tunon Chairman of the Board of Directors Matthews International Corporation Two NorthShore Center Pittsburgh, PA 15212 Dear Mr.
Dec 10, 2024
activistletters

Nut Tree Capital Management L.P. Issues Detailed Investor Presentation On Martin Midstream Partners L.P.

Company Name: MARTIN MIDSTREAM PARTNERS L.P. Symbol: MMLP Filing Date: Dec-09-2024 Filer Name: NUT TREE CAPITAL MANAGEMENT, LP Nut
Dec 9, 2024
activistletters

Barington Capital Group LP Issues Detailed Investor Presentation On Macy's, Inc.

Company Name: MACY'S, INC. Symbol: M Filing Date: Dec-09-2024 Filer Name: BARINGTON CAPITAL GROUP LP Barington Capital Macy
Dec 9, 2024
activistletters

Barington Capital Group Calls On Macy’s To Make Changes To Its Capital Allocation Plan To Improve Shareholder Value

Believes Macy’s Shares are Undervalued and Do Not Reflect the Upside Potential in its Strategic Plan or the Attractiveness
Dec 9, 2024
activistletters

Stadium Capital Management Nominates Four Exceptionally Qualified Director Candidates to Sleep Number’s Board of Directors

Slate Includes Sleep Number’s Former Chairman and Interim CEO and Director Candidates with Significant Shareholdings, Capital Allocation and Product
Dec 2, 2024
activistletters

Nut Tree And Caspian Issued The Letter To The Martin Midstream's Unitholders

Dear MMLP Unitholders, Nut Tree Capital Management L.P. (“Nut Tree”) and Caspian Capital L.P. (“Caspian”), together with their
Nov 29, 2024
activistletters

Vote for Kellner Group Nominees Now for Desperately Needed Change before it is Too Late

Dear AIM Stockholders: Ted Kellner, as the nominating stockholder and a nominee, together with his other nominees, Todd Deutsch, Robert
Nov 27, 2024
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