activistletters
Land & Buildings Presses National Health Investors (NHI) on Board Governance, Calls for Director Refresh
Company Name: National Health Investors Inc
Symbol: NHI
Filing Date: Apr-24-2025
Filer Name: Land & Buildings Investment Management, LLC
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activistletters
H Partners Presses for Change at Harley-Davidson (HOG), Urges Shareholders to Withhold Votes from Zeitz, Linebarger, and Levinson over Underperformance and Poor Oversight
Summary
H Partners, Harley-Davidson’s largest investor, is urging shareholders to withhold votes from CEO/Chairman Jochen Zeitz, Presiding Director
activistletters
Harley-Davidson (HOG): H Partners Launches Withhold Campaign, Targets CEO Jochen Zeitz and Board for Governance Failures, Succession Missteps, and $2B Value Destruction
Company Name: Harley-Davidson, Inc.
Symbol: HOG
Filing Date: Apr-23-2025
Filer Name: H Partners Management, LLC
Download PresentationH Partners-Harley-Apr-23-2025.pdf5 MBdownload-circle
activistletters
Dynavax (DVAX) Faces Proxy Contest as Deep Track Capital Seeks Governance Change and Sharper Focus on Heplisav Growth
Summary
Deep Track Capital, holding 14.5% of Dynavax Technologies, has publicly criticized the company's strategic direction and
activistletters
Deep Track Capital (14.5%) Pushes for Board Change at Dynavax (NASDAQ: DVAX), Slams Acquisition Focus and Urges Heplisav-Centric Strategy
Dear Fellow Dynavax Shareholders,
Deep Track Capital, LP (together with its affiliates, “Deep Track” or “we”) is one of the
activistletters
Kent Lake Slams Quanterix (QTRX)–Akoya Deal as Bailout; Calls Out Board Conflicts, Shareholder Value Destruction, and Strategic Distraction
Summary
Kent Lake urged Quanterix shareholders to vote against the merger with Akoya, arguing it is a bailout that unfairly
activistletters
Quanterix (QTRX): Kent Lake (7.7% Holder) Urges Shareholders to Reject Akoya Merger, Citing Valuation, Governance Conflicts, and Dilution Risks
Company Name: Quanterix Corp
Symbol: QTRX
Filing Date: Apr-21-2025
Filer Name: Kent Lake PR LLC
Download PresentationKent Lake-Quanterix-Apr-21-2025.pdf2 MBdownload-circle
activistletters
Kent Lake Partners Opposes Quanterix (QTRX)–Akoya Deal, Calls Merger a Bailout That Destroys Shareholder Value
Summary
Kent Lake Partners, a 7.7% shareholder of Quanterix, urges fellow shareholders to vote AGAINST the proposed merger with
activistletters
Kent Lake Urges Quanterix (NASDAQ: QTRX) Shareholders to Reject Akoya Merger, Citing Value Destruction and Governance Concerns
Download LetterQuanterix-Kent Lake-Apr-18-2025.pdf615 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1503274/000153949725001173/exh1.pdf
activistletters
Activist Ned Sherwood Presses Barnwell Industries (BRN) for Board Change Amid Strategy and Governance Failures
Summary
Ned L. Sherwood and his group, owning nearly 30% of Barnwell Industries (BRN), filed definitive additional materials to solicit
activistletters
Barnwell Industries (BRN): Ned Sherwood Pushes Board Overhaul, Slams Governance and Capital Missteps
Company Name: Barnwell Industries Inc
Symbol: BRN
Filing Date: Apr-17-2025
Filer Name: Sherwood Ned L
Download PresentationBarnwell.pdf3 MBdownload-circle
Source:
activistletters
Askeladden Capital Calls for Change at AstroNova (ALOT) After Q4 Miss, EBITDA Slide and Inventory Bloat
Summary
Askeladden Capital, the largest shareholder of AstroNova, has nominated five board candidates, citing deep concerns over poor financial performance,
activistletters
Askeladden Capital, Largest Shareholder of AstroNova (NASDAQ: ALOT), Calls for Board Overhaul After Years of Missed Targets and Value Destruction
To fellow shareholders of AstroNova:
By now you have likely seen the fourth quarter and full-year 2025 financial results for
activistletters
Hartman Group Targets Silver Star Properties (SLVS) Board, Citing Fire-Sale Asset Sales, Occupancy Collapse, and Excessive Awards to CEO Haddock
Summary
In the April 15, 2025 letter, Al Hartman urged Silver Star shareholders to vote for the replacement of the
activistletters
Hartman Group Calls for Board Overhaul at Silver Star (SLVS), Citing 70% Value Erosion, Mismanagement, and Urgent Need for Liquidation
On April 15, 2025, the Hartman Group distributed the following letter to shareholders:
Top 6 Reasons to Vote for the
activistletters
H Partners Targets Entrenched Directors at Harley-Davidson (HOG), Calls for Zeitz’s Removal and Board Reconstitution
Summary
H Partners, owning 9.1% of Harley-Davidson, has launched a withhold campaign targeting CEO/Chairman Jochen Zeitz, Presiding Director
activistletters
H Partners Launches Withhold Campaign at Harley-Davidson (NYSE: HOG), Seeks Removal of CEO Zeitz and Long-Tenured Directors Over Governance Failures and Value Destruction
Download LetterHarley-H Partners-Apr-16-2025.pdf162 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/793952/000119380525000505/exhibit99-1.pdf
activistletters
BML Capital Presses Elevation Oncology (ELEV) to Liquidate and Distribute Cash, Warns Against Value-Destructive Reverse Mergers
Summary
BML Capital Management, which owns 9.9% of Elevation Oncology, has urged the board to wind down operations and
