activistletters
Land & Buildings Urges National Health Investors (NHI) Shareholders to Vote GOLD Proxy, Citing Conflicts and Long-Term Underperformance
Company Name: National Health Investors Inc
Symbol: NHI
Filing Date: May-02-2025
Filer Name: Land & Buildings Investment Management, LLC
Download
activistletters
Lyft (LYFT) Faces Engine Capital’s Push for Board Refresh Amid Value Destruction and Shareholder Dilution
Summary
The Engine Capital presentation (April 29, 2025) argues that Lyft has destroyed shareholder value, underperformed Uber and the market,
activistletters
Engine Capital Challenges Lyft (LYFT) Board Over Dual-Class Structure, Seeks Governance and Capital Allocation Fixes
Company Name: Lyft, Inc.
Symbol: LYFT
Filing Date: Apr-29-2025
Filer Name: Engine Capital, L.P.
Download PresentationEngine-Lyft-Apr-29-2025.pdf2 MBdownload-circle
Source:
activistletters
Trium Capital Calls on Acelyrin (SLRN) Shareholders to Vote Against Alumis Merger, Citing Cash Discount and Conflicts
Summary
Trium Capital, a shareholder of Acelyrin, opposes the proposed merger with Alumis, arguing it significantly undervalues Acelyrin’s assets—
activistletters
Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns
Download LetterAcelyrin-Trium-Apr-29-2025.pdf248 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1962918/000196386025000015/Exhibit1.pdf
activistletters
Harley-Davidson (HOG) Faces H Partners’ “Free The Eagle” Campaign Targeting Zeitz and Long-Tenured Directors
Summary
The H Partners presentation (April 29, 2025) attacks Harley-Davidson’s leadership and board for severe underperformance and misleading claims.
activistletters
H Partners Blasts Harley-Davidson (HOG) Board for $2B Value Destruction, Urges Shareholder Action
Company Name: Harley-Davidson, Inc.
Symbol: HOG
Filing Date: Apr-29-2025
Filer Name: H Partners Management, LLC
Download PresentationHarley-H Partners-Apr-29-2025.pdf487 KBdownload-circle
activistletters
H Partners Challenges Harley-Davidson (HOG) Leadership, Seeks CEO Change and Stronger Governance via Withhold Campaign
Summary
H Partners, a 9.1% shareholder of Harley-Davidson, is urging shareholders to vote WITHHOLD on the re-election of CEO
activistletters
H Partners Slams Harley-Davidson (NYSE: HOG) Leadership, Urges Shareholders to Withhold Votes From Zeitz and Long-Tenured Directors Over Governance and Value Destruction
Download LetterHarley-H Partners-Apr-28-2025.pdf424 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/793952/000092189525001189/ex1todfan14a10304005_042825.pdf
activistletters
Keros Therapeutics (KROS) Faces ADAR1 Capital Letter Alleging Fiduciary Breaches Amid Strategic Alternatives Review
Summary
ADAR1 Capital Management, the largest shareholder of Keros Therapeutics, sent a letter to the board demanding that it waive
activistletters
ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block
Board of Directors
Keros Therapeutics, Inc.
c/o Esther Cho, General Counsel
1050 Waltham Street, Suite 302
Lexington, Massachusetts 02421
activistletters
Phillips 66 (PSX) Faces Elliott’s Criticism Over Peer Benchmarking, Governance, and Underperformance
Summary
The Elliott presentation (April 28, 2025) targeting Phillips 66 argues that management is misrepresenting performance through flawed metrics and
activistletters
Elliott Slams Phillips 66 (PSX) for Flawed TSR Calculations, Demands Accountability from CEO Mark Lashier
Company Name: Phillips 66
Symbol: PSX
Filing Date: Apr-28-2025
Filer Name: Elliott Investment Management L.P.
Download PresentationElliott-Phillips-Apr-28-2025.pdf19 MBdownload-circle
activistletters
Ortelius Advisors Pushes for Board Overhaul at Brookdale Senior Living (BKD) After Stock Underperformance and CEO Exit
Summary
Ortelius Advisors, owning a significant stake in Brookdale Senior Living, is urging shareholders to support its six independent director
activistletters
Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps
Fellow Brookdale Senior Living Stockholders,
Over the past seven years, investors in Brookdale Senior Living Inc. (“Brookdale” or the “Company”
activistletters
BML Capital Presses ESSA Pharma (EPIX) for Shareholder Payout via Liquidation, Sale, or Special Dividend
Summary
On April 24, 2025, BML Capital Management, which holds 9.5% of ESSA Pharma’s outstanding shares, sent a
activistletters
BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges
April 24, 2025
Board of Directors
ESSA Pharma Inc.
999 West Broadway
Vancouver, British Columbia
Canada V5Z iK5
c/o
activistletters
National Health Investors (NHI) Faces Land & Buildings’ Challenge Over “Country Club” Board and Poor Oversight
Summary
The presentation by Land & Buildings (April 24, 2025) criticizes National Health Investors (NHI) for poor governance and underperformance.
