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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

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

Matthews International (MATW): Barington Capital Slams Board Entrenchment and Capital Mismanagement in Proxy Fight

Summary Barington Capital is leading a proxy fight against Matthews International, criticizing 18 years of value destruction under CEO Joseph
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

Soho House & Co Inc. (SHCO): Third Point Opposes “Sweetheart Deal,” Urges Fair Sale Process Beyond Ron Burkle’s Control

Summary Third Point, owning 9.9% of Soho House’s Class A shares, criticizes the board for approving a private
Jan 29, 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

DMC Global (BOOM): Steel Connect Reiterates Acquisition Proposal, Slams Board Over Value Destruction and $4.5M CEO Pay

Summary Steel Connect has reaffirmed its interest in acquiring DMC or its subsidiaries and criticized the DMC board for poor
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

Barnwell Industries (BRN): Sherwood Group Condemns Poison Pill, Blasts Board Entrenchment and Excessive Pay

Summary Ned L. Sherwood, a 30% shareholder of Barnwell Industries, criticizes the company's newly adopted shareholder rights plan
Jan 28, 2025
activistletters

Barnwell Industries (BRN): Sherwood Group Condemns Poison Pill, Blasts Board Entrenchment and Excessive Pay

Summary Ned L. Sherwood, a 30% shareholder of Barnwell Industries, criticizes the company's newly adopted shareholder rights plan
Jan 28, 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
activistletters

Matthews International (MATW): Barington Capital Demands Board Refresh, CEO Change, and Stronger Governance After 18 Years of Value Destruction

Summary Barington Capital Group is urging shareholders of Matthews International Corp to support its three board nominees at the 2025
Jan 21, 2025
activistletters

Barington Capital Group, L.P. Issues Detailed Investor Presentation On Matthews International Corp

Company Name: Matthews International Corp Symbol: MATW Filing Date: Jan-22-2025 Filer Name: Barington Capital Group, L.P. Download PresentationBarington Capital
Jan 21, 2025
activistletters

Ned L. Sherwood vs. Barnwell (BRN): Activist Prepares Five-Director Slate, Attacks Governance, Poison-Pill Tactics, and Legal Spend

Summary A major shareholder of Barnwell Industries (owning 30%) criticizes the Kinzler and Grossman families for over a decade of
Jan 21, 2025
activistletters

Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc

Dear Barnwell Industries, Inc. Shareholders: On May 14th, 2012, more than 12 ½ years ago, I purchased my first shares in
Jan 21, 2025
activistletters

Matthews International (MATW): Barington Capital Urges Election of Amicarella, Galbato, Mitarotonda to Replace Entrenched Board After 18 Years of Value Erosion

Summary Barington Capital is urging Matthews International shareholders to vote for its three director nominees—Ana Amicarella, Chan Galbato, and
Jan 21, 2025
activistletters

Change Must Begin at the Top

Barington Capital Sends Letter to Matthews International Shareholders Highlighting its Director Nominees’ Substantial CEO Experience, Relevant Sector Expertise and Deep
Jan 21, 2025
activistletters

Apartment Investment and Management Co. (AIV): Land & Buildings Calls for Whole Company Sale After $520M Brickell Deal, Sees 30% Upside

Summary Land & Buildings praised Aimco's CEO Wes Powell and the board for the $520 million Brickell Assemblage
Jan 14, 2025
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