activistletters
Matthews International (MATW) Faces Renewed Activist Push as Barington Capital Seeks Board Changes and Strategic Overhaul
Summary
Barington Capital criticizes Matthews International’s long-term underperformance under CEO Joseph Bartolacci, highlighting years of weak shareholder returns, rising
activistletters
Barington Capital Pressures Matthews International (MATW) on Strategy, Debt, and CEO Performance in Intensifying Governance Fight
November 17, 2025
Mr. Alvaro Garcia-Tunon
Chairman of the Board of Directors
Matthews International Corporation
Two NorthShore Center
Pittsburgh, PA
activistletters
Shah Capital Urges Sale of Novavax (NVAX) After Criticizing Strategy, Dilution, and Vaccine Rollout Missteps
Summary
Shah Capital, an 8.3% shareholder, sharply criticizes Novavax for catastrophic Covid season execution, negligible Nuvaxovid uptake, poor communication,
activistletters
Novavax (NVAX): Shah Capital Slams Leadership Over Market Share Collapse, Costs, and Governance Failures
November 12, 2025
Board of Directors of Novavax Inc.
21 Firstfield Rd.
Gaithersburg, MD 20878
As ~8.3% shareholder, Shah
activistletters
Carronade Capital Targets Cannae Holdings (CNNE) With Campaign for Board Refresh and Strategic Shift to Unlock NAV Discount
Summary
Carronade argues that Cannae has suffered years of severe underperformance, conflicted governance tied to Bill Foley, opaque private-asset valuations,
activistletters
Cannae Holdings (CNNE): Carronade Capital Pushes for Board Overhaul and Governance Reform to Reverse Value Destruction
Company Name: Cannae Holdings, Inc.
Symbol: CNNE
Filing Date: Nov-10-2025
Filer Name: Carronade Capital
Download PresentationCarronade-Cannae-Nov-10-2025.pdf10 MBdownload-circle
Source:
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activistletters
DOMA Perpetual Capital Pressures Pacira (PCRX) to Hire Bankers as Activist Blasts Spending, Dilution, and Governance Failures
Summary
DOMA Perpetual Capital Management, now a 6.8% shareholder, accuses Pacira’s board and management of years of underperformance,
activistletters
Pacira (PCRX): DOMA Perpetual Capital Demands Immediate Sale Process Citing Overspending and Severe Underperformance
DOMA Perpetual Capital Management LLC
3350 Virginia Street
Suite 530
Miami, FL 33133
November 10th, 2025
To the Board of
activistletters
GVIC Challenges Hooker Furnishings (HOFT) Board Over Strategy, Oversight Failures, and Lack of Shareholder Alignment
Summary
GVIC, a 5.19% shareholder of Hooker Furnishings, faults the board for years of strategic missteps, value-destroying decisions, weak
activistletters
Hooker Furnishings (HOFT): GVIC Presses Board for Governance Changes After Years of Value Destruction
November 6, 2025
BY UNITED PARCEL SERVICE DELIVERY AND ELECTRONIC MAIL
Hooker Furnishing Corporation
440 East Commonwealth Boulevard
Martinsville, Virginia
activistletters
Biglari Capital Escalates Fight at Cracker Barrel (CBRL), Blasting Rebrand, Governance Failures, and Strategic Missteps
Summary
Biglari Capital urges Cracker Barrel shareholders to vote against CEO Julie Felss Masino and director Gilbert Dávila, arguing the
activistletters
Cracker Barrel (CBRL): Biglari Capital Urges Shareholders to Reject CEO and Director After $1B Value Destruction
SARDAR BIGLARI, CHAIRMAN & CEO
November 6, 2025
Dear Shareholders of Cracker Barrel Old Country Store, Inc:
You have most
activistletters
Hartman Shareholder Alliance Slams Silver Star Properties (SLVS) for Governance Failures, Proxy Abuses, and Collapse in Portfolio Performance
Summary
The Hartman Shareholder Alliance accuses Silver Star’s leadership of presiding over severe value destruction, broken promises, undisclosed risks,
activistletters
Silver Star Properties (SLVS) Hartman Shareholder Alliance Accuses Board of Value Destruction and Dodging Court-Ordered Annual Meeting
Value Destruction and Refusal to Hold Court-Ordered Annual Meeting
November 5, 2025
Dear Shareholder,
This letter provides information about Silver
activistletters
Yunqi Capital tells STAAR Surgical (STAA) to halt Alcon deal, blasts board for postponing vote amid strong shareholder opposition
Summary
Yunqi Capital, a 5.1% STAAR shareholder, urged the board to terminate the proposed sale to Alcon after the
activistletters
Yunqi Capital (5.1%) urges STAAR Surgical (STAA) board to terminate Alcon merger after special-meeting adjournment
Yunqi Capital Issues Letter to STAAR Surgical Board Calling for Termination of the Proposed Merger with Alcon
Questions Company’s
activistletters
Sardar Biglari Slams Cracker Barrel (CBRL) Board for Governance Failures and Urges Vote Against CEO and Compensation Chair
Summary
Biglari Capital’s presentation, Setting the Record Straight (Nov 3, 2025), sharply criticizes Cracker Barrel’s “Transformation Plan” under
activistletters
Biglari Capital Targets Cracker Barrel (CBRL) Over “Failed Transformation Plan” and CEO Julie Masino’s Leadership
Company Name: Cracker Barrel Old Country Store, Inc.
Symbol: CBRL
Filing Date: Nov-03-2025
Filer Name: Biglari Capital Corp
Download PresentationBiglari-Cracker-Nov-03-2025.
