activistletters
Ned Sherwood Launches Consent Solicitation to Replace Entire Barnwell Industries (BRN) Board, Citing Decades of Underperformance and Governance Failures
Summary
In this letter dated April 2025, Ned L. Sherwood, Barnwell Industries’ largest shareholder (owning ~30%), urged stockholders to support
activistletters
Al Hartman Criticizes Silver Star Properties (SSSS) Leadership, Blames Haddock for $278M NAV Destruction and Urges Shareholder Vote for Board Change
Summary
In this letter, Al Hartman, former CEO of Silver Star Properties, accuses current leadership under Gerald Haddock of destroying
activistletters
Bradley L. Radoff Sent Letter to Atea’s Stockholders
Source:
https://www.sec.gov/Archives/edgar/data/1380585/000092189525000883/dfan14a09076068_03262025.htm
The Radoff-JEC Group Nominates Three Highly Qualified
activistletters
Bradley L. Radoff Sent Letter to Atea’s Stockholders
The Radoff-JEC Group Nominates Three Highly Qualified Candidates for Election to the Atea Pharmaceuticals Board of Directors
Issues Open Letter
activistletters
Starboard Delivers Letter To Autodesk Shareholders
Summary
Starboard Value nominated three directors to Autodesk's board, citing long-term underperformance, misleading disclosures, and lack of board
activistletters
Gate City Capital Withdraws Board Nominees at Saga Communications (SGA), Ends Proxy Contest Ahead of 2025 Annual Meeting
Summary
On March 26, 2025, Gate City Capital Management formally withdrew its four director nominees—Michael T. Melby, Nicholas J.
activistletters
Gate City Capital Criticizes Saga Communications (SGA) Over Digital Strategy Missteps and Withdraws Board Nominees
Summary
Gate City Capital Management withdrew its board nominees for Saga Communications' 2025 annual meeting, stating that continuing the
activistletters
Findell Capital Management Issues Open Letter To Board And Shareholders Of Oportun Calling For Leadership Change
Summary
Findell Capital, the largest shareholder of Oportun, plans to nominate two directors to replace CEO Raul Vazquez and Lead
activistletters
Carronade Capital Sent Letter To The Board Of Directors Of Cannae Holdings, Inc.
Summary
Carronade Capital, a top-five shareholder of Cannae Holdings, is pushing for major changes due to poor shareholder returns, weak
activistletters
Engine Capital, L.P. Sent Letter To The Board Of Directors Of Civeo Corp
Summary
Engine Capital, owning 9.8% of Civeo, urged the company to unlock value by eliminating the dividend, launching a
activistletters
Starboard Delivers Letter To Autodesk Shareholders
Summary
Starboard Value criticizes Autodesk for long-term underperformance, missed targets, and weak governance. It questions why FY2026 margin guidance reflects
activistletters
Edward Smolyansky Sent Letter to shareholders of Lifeway Foods, Inc.
Summary
Edward and Ludmila Smolyansky, owning 27.4% of Lifeway, call for a full board overhaul, citing the Board’s
activistletters
Letter from Edward Smolyansky to Lifeway Foods, Inc.
Summary
Edward Smolyansky notified Lifeway Foods of his intent to nominate seven directors at the 2025 Annual Meeting, including himself
activistletters
Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc
Summary
Sherwood Group, owning 29.9% of Barnwell, seeks to remove the remaining board and install five new directors, citing
activistletters
Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences
Summary
Kent Lake Partners, owning ~7.5% of Quanterix, opposes the proposed merger with Akoya Biosciences. They argue the deal
activistletters
Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors
Summary
Deep Track Capital, owning 14.34% of Dynavax, is nominating four directors to the board, citing poor capital allocation,
activistletters
Elliott Investment Management L.P. Issues Detailed Investor Presentation On Phillips 66
Summary
Elliott Investment Management nominated seven directors to Phillips 66’s board, citing poor operational execution, weak capital allocation, and
activistletters
Vision One Fund, LP Issues Detailed Investor Presentation On Ingevity Corp
Summary
Vision One Fund urged Ingevity (NGVT) to explore strategic alternatives, including a potential sale, citing poor stock performance, weak
