Snowball Research
Snowball Research
Designer and creator.
⌘K
  • Home
  • Blog (Thoughts)
  • Free trial
  • About
  • Monthly reports
  • Red flags
  • #Activism
  • Activism Weekly
  • Activist Profile
  • Letter/presentation
  • #Management changes
  • New CEO
  • New CFO
  • Short-tenure exits
  • CEO & CFO exit under 2yrs
Subscribe Sign in

Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Vail Resorts (MTN): Late Apex Partners Demands Board and C-Suite Overhaul, Citing Strategy Failures and Market Share Losses

March 17, 2025 Vail Resorts, Inc. 390 Interlocken Crescent Broomfield, Colorado, 80021 Dear Members of the Board: We write to
Mar 17, 2025
activistletters

Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc

To Our Fellow Stockholders of Barnwell Industries Stockholders: This Consent Statement and the enclosed BLUE consent card are being furnished
Mar 12, 2025
activistletters

Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences

Company Name: QUANTERIX CORP Symbol: QTRX Filing Date: Mar-11-2025 Filer Name: KENT LAKE PR LLC Download PresentationKent Lake Quanterix -
Mar 11, 2025
activistletters

Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors

Notes Investor Feedback Supporting Deep Track’s Course of Action and Sharing Concerns with Company’s Capital Allocation Strategy, Poor
Mar 10, 2025
activistletters

Elliott Investment Management L.P. Issues Detailed Investor Presentation On Phillips 66

Company Name: PHILLIPS 66 Symbol: PSX Filing Date: Mar-06-2025 Filer Name: ELLIOTT INVESTMENT MANAGEMENT L.P. Download PresentationElliott Investment -
Mar 6, 2025
activistletters

Vision One Fund, LP Issues Detailed Investor Presentation On Ingevity Corp

Company Name: INGEVITY CORP Symbol: NGVT Filing Date: Mar-06-2025 Filer Name: VISION ONE FUND, LP Download PresentationVision One Fund Ingevity
Mar 6, 2025
activistletters

Ortelius Advisors, L.P. Sent Letter to the Stockholders of Brookdale Senior Living Inc.

Believes New and Energized Board Will Drive Urgent Change and Unlock Significant Value for Stockholders Fellow Stockholders, Ortelius Advisors, L.
Mar 5, 2025
activistletters

Ancora Sent Letter to the Board of Directors of U.S. Steel

Ancora Urges U.S. Steel’s Board of Directors to Delay the 2025 Annual Meeting of Stockholders Asserts Shareholders Need
Feb 27, 2025
activistletters

Select Equity Group, L.P. Sent Letter To The Board Of Directors Of Signet Jewelers Ltd

To the Board of Signet Jewelers, Select Equity has had a long history as a major shareholder of Signet, most
Feb 27, 2025
activistletters

Vision One Fund, LP Issues Detailed Investor Presentation On Ingevity Corp

Company Name: INGEVITY CORP Symbol: NGVT Filing Date: Feb-25-2025 Filer Name: VISION ONE FUND, LP Download PresentationVision One-Fep-25-2025.pdf7 MBdownload-circle
Feb 25, 2025
activistletters

Letter from Edward S. Lampert to the Board of Directors of Lands' End, Inc.

Board of Directors Lands’ End, Inc. 1 Lands’ End Lane Dodgeville, Wisconsin Dear Lands’ End Board of Directors: I believe
Feb 25, 2025
activistletters

BML Investment Partners, L.P. Sent Letter To The Board Of Directors Of Aadi Biosciences, Inc.

Board of Directors and Shareholders Aadi Biosciences, Inc. 17383 Sunset Boulevard Suite A250 Pacific Palisades, CA 90272 Dear Board Members
Feb 24, 2025
activistletters

Deep Track issued a public letter to its fellow DVAX shareholders.

Deep Track Capital Nominates Four Highly Qualified Candidates for Election to Dynavax Technologies’ Board of Directors at 2025 Annual Meeting
Feb 19, 2025
activistletters

Ned Sherwood Sent A Letter To Shareholders Regarding Proposed Board Candidates

Dear Barnwell Industries Shareholders: On February 14, after repeated attempts to reach a mutually acceptable slate of directors for the
Feb 19, 2025
activistletters

Ancora Sent Letter to the Board of Directors of U.S. Steel

Ancora Catalyst Institutional, LP c/o Ancora Alternatives LLC 6060 Parkland Blvd, Suite 200 Cleveland, Ohio 44124 BY EMAIL AND
Feb 18, 2025
activistletters

Barington Capital Sent Letter to Matthews International Shareholders

Barington Capital Responds to Matthews International’s Desperate Effort to Manipulate Board Election Urges Shareholders Not to be Fooled by
Feb 18, 2025
activistletters

Letter AGAINST the Proposed QTRX-AKYA Merger

* Dear Fellow Quanterix Shareholders: Kent Lake has been an institutional investor in Quanterix (“QTRX”, “The Company”) since 2022 and has
Feb 13, 2025
activistletters

Barington Capital Sent Letter to Matthews International Shareholders

Barington Capital Sends Letter to Matthews International Shareholders Urging Them to Vote GOLD “FOR” the Election of ALL of Barington’
Feb 12, 2025
Snowball Research © 2025. Published with Ghost & Braun
  • Sign up