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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Hartman Group Urges Silver Star Properties REIT (SLVS) Shareholders to Demand Accountability Amid Alleged Deception and Voting Irregularities

Summary Al Hartman and the Hartman Shareholder Alliance accused Silver Star’s management of deception and misconduct, urging shareholders to
Oct 28, 2025
activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) for Governance Failures, Delays, and Unequal Share Distribution

Silver Star’s Deception and the Accountability You Deserve October 27, 2025 Dear Shareholder, "Woe to those who call
Oct 28, 2025
activistletters

Two Seas Capital Opposes Core Scientific (CORZ) Sale to CoreWeave, Highlights Value Potential and Calls for ‘No’ Vote on GOLD Proxy Card

Summary Two Seas Capital, a major shareholder of Core Scientific, urged investors to vote against the proposed $16.40-per-share sale
Oct 28, 2025
activistletters

Two Seas Capital Urges Core Scientific (CORZ) Shareholders to Reject CoreWeave Sale, Citing Major Upside as a Standalone AI Infrastructure Leader

Two Seas Capital Expresses Enthusiasm for Core Scientific’s Future Prospects Issues Letter to Shareholders Highlighting Significant Upside Potential If
Oct 28, 2025
activistletters

Carronade Capital Presses Cannae Holdings (CNNE) Board for Overhaul, Nominates Four Directors to Address Accountability and Capital Return

Summary Carronade Capital, a top shareholder of Cannae Holdings, filed a definitive proxy statement and launched a campaign urging shareholders
Oct 28, 2025
activistletters

Carronade Capital (3.2% Stakeholder) Launches Proxy Fight at Cannae Holdings (CNNE), Citing Governance Failures and Value Destruction

Carronade Capital Files Definitive Proxy Statement for Cannae’s 2025 Annual Meeting Cannae’s Reactive Actions Do Not Go Far
Oct 28, 2025
activistletters

Yunqi Capital (5.1%) accuses STAAR Surgical (STAA) of weakening the sale process, calls for strategic review from a position of strength

Summary Yunqi Capital, a 5.1% STAAR shareholder, criticizes the board’s decision to adjourn the Nov 6 special meeting,
Oct 27, 2025
activistletters

Yunqi Capital urges STAAR Surgical (STAA) to reject adjournment and move beyond Alcon $28 bid

Yunqi Capital Issues Letter to STAAR Surgical Board Opposing Adjournment of the Special Meeting and Calling for the Company to
Oct 27, 2025
activistletters

Biglari Capital Targets Cracker Barrel (CBRL) Board Over Governance and Transformation Plan Debacle, Urges Shareholders to Vote Against CEO and Director

Summary Biglari Capital’s October 2025 presentation argues that Cracker Barrel’s $700 million “Transformation Plan,” led by CEO Julie
Oct 24, 2025
activistletters

Biglari Capital Presses Cracker Barrel (CBRL) to Oust CEO Julie Masino After $700 Million Rebrand Failure and $1.2 Billion Value Destruction

Company Name: Cracker Barrel Old Country Store, Inc. Symbol: CBRL Filing Date: Oct-24-2025 Filer Name: Biglari Capital Corp Download PresentationBiglari-Cracker-Oct-24-2025.
Oct 24, 2025
activistletters

Broadwood Partners Targets STAAR Surgical (STAA) Board Over Alcon Deal Delay, Seeks Removal of CEO and Chair

Summary Broadwood Partners, which owns 27.5% of STAAR Surgical, criticized STAAR’s Board and Alcon for postponing the shareholder
Oct 24, 2025
activistletters

Broadwood Partners (27.5% Holder) Slams STAAR Surgical (NASDAQ: STAA) and Alcon (NYSE: ALC) for Delaying Shareholder Vote on Sale

Broadwood Partners Condemns Decision by STAAR Surgical and Alcon to Delay Final Vote on Proposed Transaction Appalled that STAAR’s
Oct 24, 2025
activistletters

Hartman Group Calls Out Silver Star (SLVS) for Misusing Funds, Urges Shareholders to Support Liquidation on BLUE Card

Summary The Hartman Group’s October 22, 2025 letter urges shareholders to oppose Silver Star’s management, accusing them of
Oct 22, 2025
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

Loewenbaum Presses CollPlant (CLGN) for Board Overhaul, Citing Poor Funding and Lack of Commercial Progress; Proposes Homi Shamir as Chairman

Summary On October 20, 2025, George Walter “Wally” Loewenbaum of Rocky Point Ventures, LLC sent a letter to CollPlant Biotechnologies
Oct 21, 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 Rallies Shareholders Against Silver Star’s Proxy Challenge, Calls for Support on BLUE Card Vote

Summary On October 17, 2025, the Hartman Group issued a final appeal to shareholders urging them to vote the BLUE
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
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