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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Findell Capital Targets Oportun (NASDAQ: OPRT) Board, Urges Shareholders to Replace CEO Vazquez for Stronger Governance

Company Name: Oportun Financial Corp Symbol: OPRT Filing Date: Jun-16-2025 Filer Name: Findell Capital Management LLC Download PresentationFindell-Oportun-Jun-16-2025.pdf8 MBdownload-circle
Jun 16, 2025
activistletters

Silver Star Properties (SLVS) Faces Hartman Shareholder Alliance Push for Leadership Change After 70% Value Loss

Summary On June 16, 2025, the Hartman Shareholder Alliance issued a letter condemning Silver Star Properties REIT’s “New Direction
Jun 16, 2025
activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) Over Failed Strategy, Demands Governance Overhaul and Capital Return

June 16, 2025 Dear Shareholders, Silver Star Properties REIT’s so-called “New Direction Plan” has failed. Not just quietly or
Jun 16, 2025
activistletters

Ortelius Advisors Targets Brookdale Senior Living (BKD) Board, Nominates Six Directors Amid Debt and Lease Strategy Criticism

Summary On June 16, 2025, Ortelius Advisors issued a letter urging Brookdale Senior Living shareholders to vote for its six
Jun 16, 2025
activistletters

Ortelius Advisors Presses for Board Overhaul at Brookdale Senior Living (BKD), Criticizes Debt, Leases, and Strategy in Proxy Campaign

June 16, 2025 Fellow Brookdale Senior Living Stockholders, Ortelius Advisors, L.P. (“Ortelius” or “we”) is seeking your support to
Jun 16, 2025
activistletters

Ikena Oncology (IKNA): BML Capital (8.4%) Opposes Inmagene Reverse Merger, Urges Winddown and Cash Return

Summary On June 16, 2025, BML Capital Management, owning 8.4% of Ikena Oncology (IKNA), publicly opposed the proposed reverse
Jun 16, 2025
activistletters

BML Capital Opposes Ikena Oncology (IKNA)–Inmagene Merger, Urges Cash Return to Shareholders

June 16, 2025 Board of Directors Ikena Oncology Inc. 645 Summer Street, Suite 101 Boston, MA 02110 c/o Mark
Jun 16, 2025
activistletters

Findell Capital (7.4% Holder) Rebuts Oportun Financial (OPRT) Claims, Pushes for Board Refresh and Independent Oversight

Summary On June 13, 2025, Findell Capital, a 7.4% shareholder of Oportun Financial, issued a letter challenging the company’
Jun 13, 2025
activistletters

Findell Capital Challenges Oportun Financial (OPRT) Board, Cites Governance Failures and Urges Election of Lending Expert Warren Wilcox

Findell Capital Provides Facts in Response to Oportun’s Misleading Narrative NEWS PROVIDED BY Findell Capital Management, LLC Jun 13,
Jun 13, 2025
activistletters

Vivo Capital (8% Holder) Challenges Sinovac Biotech (SVA) Board Over Governance Failures and Dividend Misrepresentations

Summary On June 13, 2025, Vivo Capital, an 8% shareholder in Sinovac Biotech, issued a letter addressing what it calls
Jun 13, 2025
activistletters

Vivo Capital Challenges Sinovac Biotech (SVA) Board Ahead of July 8 Vote, Citing Governance Failures and Dividend Dispute

Vivo Capital Issues Letter to Sinovac Biotech Shareholders Addressing the Company’s False and Misleading Claims Affirms Support for Fair
Jun 13, 2025
activistletters

Hartman Shareholder Alliance Challenges Silver Star Properties (SLVS) “New Direction Plan,” Urges Capital Return and Board Change

Summary On June 13, 2025, the Hartman Group criticized Silver Star Properties’ reinvestment of $395M in asset sale proceeds into
Jun 13, 2025
activistletters

Hartman Group Challenges Silver Star Properties REIT (SLVS) Strategy, Urges Asset Sales and Capital Return Amid NAV Collapse

June 13, 2025 Dear Fellow Shareholders, Silver Star Properties is at a defining moment. As shareholders, we must decide whether
Jun 13, 2025
activistletters

Silver Star Properties (SLVS) Faces Hartman Push for Liquidity, Transparency, and End to Dilutive Financing

Summary In its June 12, 2025 letter, the Hartman Group urged Silver Star Properties shareholders to vote for its director
Jun 12, 2025
activistletters

Hartman Group Urges Silver Star Properties REIT (SLVS) Shareholders to Back Capital Return Plan, Citing Mismanagement and Dilution Risks

On June 12, 2025, the Hartman Group distributed the following letter to shareholders: Subject: Vote for a Return of Capital
Jun 12, 2025
activistletters

Hartman Shareholder Alliance Accuses Silver Star Properties (SLVS) Board of Misleading Shareholders and Falsifying Consent Vote Results

Summary In a June 9, 2025 letter, Al Hartman accused Silver Star Properties’ Board of legal violations and misleading shareholders
Jun 12, 2025
activistletters

Hartman Group Accuses Silver Star Properties REIT (SLVS) Board of Misleading Shareholders, Disputes Consent Vote Results and Calls for Change

June 9, 2025 Dear Silver Star Shareholder, Silver Star’s Board is entrenched and in a desperate attempt to retain
Jun 12, 2025
activistletters

Hartman Shareholder Alliance Blames Silver Star Properties (SLVS) Leadership for $278M Value Collapse, Urges Board Change

Summary In a June 10, 2025 letter, Al Hartman of the Hartman Shareholder Alliance blamed Silver Star Properties’ collapse in
Jun 12, 2025
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