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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

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 Source: https://www.sec.gov/
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

on Capital Sent Letter to Matthews International Shareholders Barington Capital Sends Letter to Matthews International Shareholders Urging Them to Vote
Feb 12, 2025
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
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