activistletters
Cannae Holdings (CNNE) Carronade Capital Nominates Four Directors, Cites Underperformance and Governance Failures
Summary
Carronade Capital, a top-five shareholder of Cannae Holdings, is pushing for major changes due to poor shareholder returns, weak
activistletters
Carronade Capital Sent Letter To The Board Of Directors Of Cannae Holdings, Inc.
Carronade Says Dramatic Change Needed at Cannae Holdings to Halt Persistent Underperformance and Egregious Governance Practices
Nominates Four Director Candidates
activistletters
Civeo Corporation (CVEO) Engine Capital Urges Buyback or Sale, Cites Deep Undervaluation and Poor Returns
Summary
Engine Capital, owning 9.8% of Civeo, urged the company to unlock value by eliminating the dividend, launching a
activistletters
Engine Capital, L.P. Sent Letter To The Board Of Directors Of Civeo Corp
Civeo Corporation
333 Clay Street
Suite 4400
Houston, TX 77002
Attention: The Board of Directors (the “Board”)
Members of the
activistletters
Autodesk (ADSK) Starboard Value Presses for Board Change, Criticizes Misleading Guidance and Missed Targets
Summary
Starboard Value criticizes Autodesk for long-term underperformance, missed targets, and weak governance. It questions why FY2026 margin guidance reflects
activistletters
Starboard Delivers Letter To Autodesk Shareholders
Dear Fellow Shareholders,
As you know, Starboard Value LP (together with its affiliates, “Starboard” or “we”) is a large shareholder
activistletters
Lifeway Foods (LWAY) Edward & Ludmila Smolyansky Seek Full Board Overhaul After Danone Lawsuit, Challenge CEO Payouts
Summary
Edward and Ludmila Smolyansky, owning 27.4% of Lifeway, call for a full board overhaul, citing the Board’s
activistletters
Edward Smolyansky Sent Letter to shareholders of Lifeway Foods, Inc.
Edward Smolyansky
1219 N Wells St
Chicago, IL 60610
March 17, 2025
Dear Shareholders,
Together, Ludmila Smolyansky and I are
activistletters
Lifeway Foods (LWAY) Edward Smolyansky Nominates Seven Directors, Seeks CEO Julie Smolyansky’s Removal and Strategic Review
Summary
Edward Smolyansky notified Lifeway Foods of his intent to nominate seven directors at the 2025 Annual Meeting, including himself
activistletters
Letter from Edward Smolyansky to Lifeway Foods, Inc.
By COURIER AND EMAIL
Lifeway Foods, Inc.
6431 West Oakton St.
Morton Grove, Illinois 60053
Attention: Secretary
Lifeway Foods, Inc.
activistletters
Late Apex Partners Targets Vail Resorts (MTN) Governance, Presses for Reset and Refocus Amid Declining Performance
Summary
Late Apex Partners’ March 17, 2025 letter to Vail Resorts’ board renews its call for a wholesale “Reset &
activistletters
Vail Resorts (MTN): Late Apex Partners Demands Board and C-Suite Overhaul, Citing Strategy Failures and Market Share Losses
March 17, 2025
Vail Resorts, Inc.
390 Interlocken Crescent
Broomfield, Colorado, 80021
Dear Members of the Board:
We write to
activistletters
Barnwell Industries (BRN) Sherwood Group Launches Consent Solicitation, Seeks to Replace Board and End Entrenchment
Summary
Sherwood Group, owning 29.9% of Barnwell, seeks to remove the remaining board and install five new directors, citing
activistletters
Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc
To Our Fellow Stockholders of Barnwell Industries Stockholders:
This Consent Statement and the enclosed BLUE consent card are being furnished
activistletters
Quanterix (QTRX) Kent Lake Capital Presses for Board Changes and Strategic Alternatives to Unlock Shareholder Value
Summary
Kent Lake Partners, owning ~7.5% of Quanterix, opposes the proposed merger with Akoya Biosciences. They argue the deal
activistletters
Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences
Company Name: QUANTERIX CORP
Symbol: QTRX
Filing Date: Mar-11-2025
Filer Name: KENT LAKE PR LLC
Download PresentationKent Lake Quanterix -
activistletters
Dynavax (DVAX) Deep Track Capital Nominates Four Directors, Criticizes Costly Convertible Notes and Board Governance
Summary
Deep Track Capital, owning 14.34% of Dynavax, is nominating four directors to the board, citing poor capital allocation,
activistletters
Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors
Notes Investor Feedback Supporting Deep Track’s Course of Action and Sharing Concerns with Company’s Capital Allocation Strategy, Poor
