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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Hartman Group Pressures Silver Star (SLVS) Board to End Costly Litigation and Hold Delayed Shareholder Meeting

On October 22, 2025, the Hartman Group distributed the following letter to shareholders: Breaking the Piggy Bank: Follow the Money
Oct 22, 2025
activistletters

Investor George Walter Loewenbaum Urges CollPlant Biotechnologies (CLGN) to Appoint Homi Shamir as Chairman Amid Market Confidence Concerns

George Walter Loewenbaum Rocky Point Ventures, LLC 1000 Westbank Dr., Suite #2A Austin, TX 78746 October 20, 2025 Yahiel Tal
Oct 21, 2025
activistletters

Hartman Group Urges Shareholders to Vote BLUE Amid Court Battle with Silver Star Over Proxy Validity (October 17, 2025)

On October 17, 2025, the Hartman Group distributed the following letter to shareholders: October 17, 2025 Dear Shareholder, Today is
Oct 21, 2025
activistletters

Starboard Value Calls for Strategic Overhaul at Tripadvisor (TRIP), Urging Sale of TheFork and Margin Boost at Viator

Company Name: Tripadvisor, Inc. Symbol: TRIP Filing Date: Oct-21-2025 Filer Name: Starboard Value LP. Download PresentationStarboard-trip-Oct-21-2025.pdf2 MBdownload-circle Source: https:
Oct 21, 2025
activistletters

Starboard Value Urges Fluor Corporation (FLR) to Unlock Value Through NuScale Stake Separation and Focus on Core EPCM Business

Company Name: Fluor Corporation Symbol: FLR Filing Date: Oct-21-2025 Filer Name: Starboard Value LP Download PresentationStarboard-Flour-Oct-21-2025.pdf2 MBdownload-circle Source: https:
Oct 21, 2025
activistletters

Starboard Value Presses BILL Holdings (BILL) to Boost Profitability and Achieve ‘Rule of 40’ Targets After Board Deal

Company Name: BILL Holdings, Inc. Symbol: BILL Filing Date: Oct-21-2025 Filer Name: Starboard Value LP Download PresentationStarboard-Bill-Oct-21-2025.pdf2 MBdownload-circle Source:
Oct 21, 2025
activistletters

Yunqi Capital — Chris Wang urges STAAR Surgical (STAA)board to hold Oct 23 special meeting, opposes Alcon merger over flawed sale process

Yunqi Capital Issues Letter to STAAR Surgical’s Board Calling for Timely Convening of the Special Meeting to Vote on
Oct 21, 2025
activistletters

Al Hartman urges Silver Star Properties (SLVS) shareholders to vote BLUE after court rejects company’s bid to void proxy votes

Dear Shareholder, Tomorrow is the last day to vote. Silver Star was in court today attempting to void all blue
Oct 21, 2025
activistletters

Silver Star Properties (SLVS) — Al Hartman (Hartman Shareholder Alliance) condemns sixth meeting postponement, demands shareholder vote on board nominees

Enough is Enough: The Pattern of Endless Delays October 20, 2025 Dear Shareholder, Silver Star has once again postponed the
Oct 21, 2025
activistletters

Hartman Shareholder Alliance Urges Silver Star (SLVS) Investors to Vote for Board Change and Capital Return

Your Last Chance to Vote to Get Your Money Back October 14, 2025 Dear Shareholders, With the shareholder meeting rapidly
Oct 15, 2025
activistletters

Shah Capital (7.2% Stakeholder) Urges Novavax (NVAX) to Launch Strategic Review, Citing Persistent Failures and Governance Breakdown

October 13, 2025 Board of Directors of Novavax Inc. 21 Firstfield Rd. Gaithersburg, MD 20878 Dear Directors, Shah Capital is
Oct 14, 2025
activistletters

Hartman Shareholder Alliance Accuses Silver Star Properties (SLVS) of Using Legal Tactics to Void Votes and Delay Shareholder Meeting

Setting the Record Straight on Silver Star's Contradictory Actions October 10, 2025 Dear Shareholders, Contradiction: Audits vs. Legal
Oct 10, 2025
activistletters

Hartman Shareholder Alliance Urges Silver Star Properties (SLVS) Investors to Vote Blue, Citing Mismanagement and Loan Defaults

Restoring Integrity to Silver Star October 8, 2025 Dear Shareholder, A new feature published this week, "Real Estate Veteran
Oct 10, 2025
activistletters

Broadwood Partners (27.5% Holder) Blasts STAAR Surgical (STAA) Board for Rushing to Reaffirm Alcon (NYSE: ALC) Sale Amid Fiduciary Concerns

Broadwood Partners Issues Letter to STAAR Surgical’s Board Questioning Its Diligence in Rush to Reaffirm Support for Alcon Sale
Oct 10, 2025
activistletters

Two Seas Capital LP Urges Core Scientific (CORZ) Shareholders to Reject CoreWeave Merger Over Flawed Process and Undervaluation

Company Name: Core Scientific, Inc. Symbol: CORZ Filing Date: Oct-10-2025 Filer Name: Two Seas Capital LP Download PresentationTwo Seas Capital
Oct 10, 2025
activistletters

Lululemon (LULU) Founder Chip Wilson Slams Board for Losing Brand Vision and Creative Culture, Calls for Product-Led Revival

lululemon: in a Nosedive When I founded lululemon in 1998, it was built on a relentless focus on innovation, product,
Oct 8, 2025
activistletters

Biglari Capital Urges Cracker Barrel (CBRL) Shareholders to Vote Against CEO Julie Masino and Director Gilbert Dávila Over Brand Missteps and Value Destruction

BIGLARI CAPITAL CORP. 19100 RIDGEWOOD PARKWAY, SUITE 1200 SAN ANTONIO, TEXAS 78259 TELEPHONE (210) 344-3400 FAX (210) 344-3411 SARDAR BIGLARI,
Oct 8, 2025
activistletters

Broadwood Partners (27.5% Shareholder) Accuses STAAR Surgical (STAA) of Manipulating Forecasts to Justify Undervalued Sale to Alcon (ALC)

Broadwood Partners Questions Integrity of STAAR Surgical’s Last-Minute Forecast Change and Fairness Opinion in Sale to Alcon Conflicted Management
Oct 8, 2025
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