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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Ancora Issues Letter to U.S. Steel’s Board of Directors Following Failed Attempts to Resurrect the Dead Nippon Transaction

Asserts President Trump’s February 7th Remarks Make it Abundantly Clear a Sale to Nippon is Dead and Will Not
Feb 10, 2025
activistletters

Gate City Capital Management, LLC Sent Proposal Letter To The Corporate Secretary And Board Of Directors Of Intrepid Potash, Inc.

Dear Ms. Sheehan, Gate City Capital Management, LLC (“Gate City”) beneficially owns 785,642 shares, representing 5.97% of the
Feb 10, 2025
activistletters

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

Aadi Bioscience, Inc. Attn: Board of Directors c/o The Corporation Trust Company 17383 Sunset Boulevard, Suite A250 1209 Orange
Feb 4, 2025
activistletters

Beaver Hollow Wellness, LLC sent a letter to the Board of Directors of Servotronics, Inc.

Board of Directors Servotronics, Inc. 1110 Maple Street Elma, NY 14059 Subject: Formal Demand for Internal Investigation of Potential Unjust
Jan 30, 2025
activistletters

BML Capital Management, LLC Sent A 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
Jan 30, 2025
activistletters

Facts Don’t Lie: Barington Capital Sends Letter to Matthews International Shareholders Debunking the Company’s False Narratives and Reinforcing its Case for Change

THE FACTS: DEBUNKING MATTHEWS’ CULTURE OF DECEIT Matthews’ False Claim: “Our Board and CEO have strategically positioned Matthews for long-term
Jan 30, 2025
activistletters

Third Point LLC Sent A Letter To The Board Of Directors Of Soho House & Co Inc.

Dear Soho House Director: Third Point currently owns 9.9% of the Class A shares of Soho House & Co
Jan 29, 2025
activistletters

Steel Connect Issues Public Letter to DMC Global Board

Reiterates Interest in Potential Acquisition of DMC and Calls on the Company to Facilitate Comprehensive Due Diligence Urges DMC to
Jan 29, 2025
activistletters

Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc

Dear Barnwell Industries Shareholders: In a remarkable development, yesterday, BRN announced a shareholder rights plan. Make no mistake, while they
Jan 28, 2025
activistletters

Barington Capital Group, L.P. Issues Detailed Investor Presentation On Matthews International Corp

Company Name: Matthews International Corp Symbol: MATW Filing Date: Jan-22-2025 Filer Name: Barington Capital Group, L.P. Download PresentationBarington Capital
Jan 21, 2025
activistletters

Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc

Dear Barnwell Industries, Inc. Shareholders: On May 14th, 2012, more than 12 ½ years ago, I purchased my first shares in
Jan 21, 2025
activistletters

Change Must Begin at the Top

Barington Capital Sends Letter to Matthews International Shareholders Highlighting its Director Nominees’ Substantial CEO Experience, Relevant Sector Expertise and Deep
Jan 21, 2025
activistletters

Land & Buildings Calls on Aimco to Immediately Pursue a Full Company Sale Process and Highlights Significant Upside to Current Share Price

Applauds CEO Wes Powell and Aimco Board for $520 Million Brickell Assemblage Transaction and Expanding Ongoing Strategic Review Believes That
Jan 14, 2025
activistletters

Barington Capital Group Calls On The Board Of Directors Of Trimas Corporation To Retain A Financial Advisor To Pursue Strategic Alternatives For The Company

Mr. Herbert K. Parker Chairman of the Board TriMas Corporation 38505 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Dear
Jan 10, 2025
activistletters

Mantle Ridge Issues Shareholder Letter: Restoring Integrity is Necessary for Air Products and Chemicals, Inc. to Recover and Return to Prosperity

Details Some of the Company’s Omissions, Obfuscations, and Misleading Statements Concerning Air Products’ Performance, Strategy, and Key Projects Shareholder-Led
Jan 6, 2025
activistletters

Gate City Capital Management, LLC Sent Letter To Intrepid Potash Inc.

Barth Whitham Chairman of the Board Intrepid Potash Inc. 707 17th Street, Suite 4200 Denver, Colorado 80202 Dear Mr. Whitham,
Jan 6, 2025
activistletters

Fund 1 Investments, LLC Sent Letter To Vera Bradley, Inc.

Vera Bradley, Inc. 12420 Stonebridge Road Roanoke, Indiana 46783 Attention: Robert Hall cc: Board of Directors Bob, Fund 1 Investments
Jan 2, 2025
activistletters

Bamco Inc Sent Letter To Figs, Inc.

Dear Members of the Board of Directors: Baron Capital Group, Inc. (together with its affiliated investment vehicles, "Baron,"
Dec 31, 2024
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