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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

TAFE sent letter to the shareholders of AGCO Corp

Fellow Shareholders, Tractors and Farm Equipment Ltd. (together with certain of its affiliates, “TAFE” or “we”) is the largest shareholder
Sep 30, 2024
activistletters

Elliott Sent Second Open Letter to Southwest’s Shareholders

Declares Intent to Call a Special Meeting in Coming Weeks, Given Urgent Need for Leadership Change Southwest’s Use of
Sep 24, 2024
activistletters

Michael Porcelain Sent Letter to Comtech's Stockholders

Issue Open Letter to Comtech Stockholders Advocating for an Independent Evaluation of Strategic Options for Comtech’s 911 Public Safety
Sep 23, 2024
activistletters

Mehran Nia letter to the Board of Directors of CarParts.com, Inc.

Dear Members of the Board, * David Meniane * Warren B. Phelps III * Henry Maier * Dr. Lisa Costa * Nanxi Liu * Jay K.
Sep 9, 2024
activistletters

Mehran Nia letter to the Board of Directors of CarParts.com, Inc.

Mehran Nia letter to Board of Directors, April 15, 2024 CarParts.com Co-founder Advocates for Board Intervention to Halt Business
Sep 9, 2024
activistletters

Mehran Nia letter to the Board of Directors of CarParts.com, Inc.

Dear Board of Directors of CarParts.com, Inc. (Nasdaq:PRTS), * David Meniane * Warren B. Phelps III * Henry Maier * Dr. Lisa
Sep 9, 2024
activistletters

Mehran Nia letter to the Board of Directors of CarParts.com, Inc.

Dear Board of Directors of CarParts.com, Inc. (Nasdaq:PRTS), * David Meniane * Warren B. Phelps III * Henry Maier * Dr. Lisa
Sep 9, 2024
activistletters

Starboard Value LP sent Letter To The Shareholders Of News Corp

Dear Fellow Shareholders, Starboard Value LP (together with its affiliates, “Starboard” or “we”) is a large shareholder of News Corporation
Sep 9, 2024
activistletters

Politan Provides Update on Why Masimo Shareholders Should Support Urgently Needed Board Change at Company’s 2024 AGM

Sends Letter to Shareholders Reiterating Why Voting for Both Politan’s “Highly Credible and Capable” Nominees Is Essential in Order
Sep 6, 2024
activistletters

Riot Issues Open Letter to Fellow Bitfarms Shareholders Ahead of Upcoming Special Meeting

Details the Need for Further Change at Bitfarms in Order to Fix Broken Governance and Enhance Value for All Shareholders
Sep 4, 2024
activistletters

Alejandro Weinstein Sent Letter to the Board of Directors of Procaps Group, S.A.

To: The Board of Directors of Procaps Group, S.A. (the “Board”) Procaps Group, S.A 9, rue De Bitbourg
Sep 4, 2024
activistletters

Value Base Ltd. Issues Detailed Investor Presentation On Cognyte Software Ltd.

Company Name: Cognyte Software Ltd. Symbol: CGNT Filing Date: Aug-27-2024 Filer Name: Value Base Ltd. Download PresentationValue Base Ltd -
Aug 27, 2024
activistletters

Elliott Sends Open Letter to Its Fellow Southwest Shareholders

Reiterates Framework for a Comprehensive Solution at Southwest Calls for Southwest Board to Put Company’s Best Interests Ahead of
Aug 26, 2024
activistletters

GAMCO: Glass Lewis Firmly Opposes Dril-Quip Merger

Greenwich, CT - GAMCO Asset Management Inc. ("GAMCO"), an affiliate of GAMCO Investors, Inc. (OTCQX: GAMl), on behalf
Aug 26, 2024
activistletters

Value Base Urges Cognyte Shareholders to Vote for its Highly Qualified Director Candidate and Against Certain Company Proposals

• Value Base urges shareholders to vote FOR director candidate Mr. Tal Yaacobi, AGAINST the reelection of Mr. Earl Shanks and
Aug 21, 2024
activistletters

GAMCO: Dril-Quip's 'ISS For Merger' Claim Is Contrary To ISS's Actual Position

Greenwich, CT - GAMCO Asset Management Inc. ("GAMCO"), an affiliate of GAMCO Investors, Inc. (OTCQX: GA.MI),on
Aug 20, 2024
activistletters

Gamco Investors, Inc Sent a Letter To Chariman Of The Board Of Dril-Quip Inc

By: Mail & E-Mail Mr. John V. Lovoi Chairman of the Board Dril-Quip, Inc. 2050 West Sam Houston Parkway S.
Aug 7, 2024
activistletters

Starboard Value LP Issues Detailed Investor Presentation On Autodesk, Inc.

Company Name: Autodesk, Inc. Symbol: ADSK Filing Date: Aug-06-2024 Filer Name: Starboard Value LP Download PresentationStarboard Value _ADSK_Presentation_08.
Aug 6, 2024
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