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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Value Base (9.3% Holder) Urges Cognyte Software (NASDAQ: CGNT) Shareholders to Elect Tal Yaacobi and Reject Earl Shanks, CEO Pay Plan

Summary Value Base, Cognyte’s largest shareholder with 9.3% ownership, is urging investors to vote FOR Tal Yaacobi’s
Aug 21, 2024
activistletters

Value Base Urges Cognyte Shareholders to Vote for its Highly Qualified Director Candidate and Against Certain Company Proposals

• Value Base urges shareholders to vote FOR director candidate Mr. Tal Yaacobi, AGAINST the reelection of Mr. Earl Shanks and
Aug 21, 2024
activistletters

GAMCO (8.3% Holder) Opposes Dril-Quip (NYSE: DRQ)–Innovex Merger, Flags Governance Issues and Shareholder Value Destruction

Summary GAMCO Asset Management, holding 8.3% of Dril-Quip (NYSE: DRQ), announced it will vote against the proposed merger with
Aug 20, 2024
activistletters

GAMCO: Dril-Quip's 'ISS For Merger' Claim Is Contrary To ISS's Actual Position

Greenwich, CT - GAMCO Asset Management Inc. ("GAMCO"), an affiliate of GAMCO Investors, Inc. (OTCQX: GA.MI),on
Aug 20, 2024
activistletters

GAMCO (8.3% Holder) Opposes Dril-Quip (NYSE: DRQ)–Innovex Merger, Citing Offshore Dilution, Debt Load, and Value Destruction

Summary GAMCO Asset Management, holding 8.3% of Dril-Quip, wrote to Chairman John V. Lovoi stating it will vote against
Aug 7, 2024
activistletters

Gamco Investors, Inc Sent a Letter To Chariman Of The Board Of Dril-Quip Inc

By: Mail & E-Mail Mr. John V. Lovoi Chairman of the Board Dril-Quip, Inc. 2050 West Sam Houston Parkway S.
Aug 7, 2024
activistletters

Starboard Value LP Issues Detailed Investor Presentation On Autodesk, Inc.

Company Name: Autodesk, Inc. Symbol: ADSK Filing Date: Aug-06-2024 Filer Name: Starboard Value LP Download PresentationStarboard Value _ADSK_Presentation_08.
Aug 6, 2024
activistletters

Southwest Airlines (LUV) Targeted by Elliott’s $1.9B Activist Campaign, Citing Poor Execution and Need for Strategy Shift

Summary Elliott Management, with an 11% stake in Southwest Airlines, is demanding urgent leadership and board changes after years of
Aug 5, 2024
activistletters

Elliott Investment Management L.P. Sent a Letter To The Board Of Southwest Airlines Co

June 10, 2024 The Board of Directors Southwest Airlines Co. 2702 Love Field Drive Dallas, Texas 75235 Dear Members of
Aug 5, 2024
activistletters

Southwest Airlines (LUV) Faces Elliott’s Push for Leadership Change After Revenue Cuts, Poison Pill, and Shareholder Backlash

Summary Elliott Management reiterated its demand for leadership change at Southwest Airlines, stressing that shareholder, analyst, employee, and pilot union
Aug 5, 2024
activistletters

Elliott Investment Management L.P. Sent a Letter To The Board Of Southwest Airlines Co

The Board of Directors Southwest Airlines Co. 2702 Love Field Drive Dallas, Texas 75235 Dear Members of the Board, We
Aug 5, 2024
activistletters

Elliott Investment Pushes for Leadership and Board Overhaul at Southwest Airlines (LUV) Amid Strategy and Governance Failures

Summary The Elliott presentation “Stronger Southwest” argues that Southwest Airlines has lost its edge due to outdated strategy, weak leadership,
Aug 5, 2024
activistletters

Elliott Investment Management L.P. Issues Detailed Investor Presentation On Southwest Airlines Co

Company Name: Southwest Airlines Co Symbol: LUV Filing Date: Aug-05-2024 Filer Name: Elliott Investment Management L.P. Download PresentationElliott-Aug-05-2024.pdf22
Aug 5, 2024
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