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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) for Mismanaged Asset Sales, Urges Vote for Disciplined Liquidation and Capital Return

June 17, 2025 When Assets Are Mismanaged, Shareholders Pay the Price Dear Fellow Shareholder, Let’s look at the facts
Jun 17, 2025
activistletters

Barington Capital Criticizes Victoria’s Secret (VSCO) Over Governance, Strategic Drift, and $2.4B Value Destruction

Download LetterBarington-Victoria-Jun-16-2025.pdf599 KBdownload-circle Source: https://img1.wsimg.com/blobby/go/23431eee-32b7-41bf-b572-6a3046271716/downloads/3679fbc9-27d8-4668-ac1b-ffe30f0d2b07/Victoria_s%20Secret%20Co%20-%20Letter%
Jun 16, 2025
activistletters

Findell Capital Targets Oportun (NASDAQ: OPRT) Board, Urges Shareholders to Replace CEO Vazquez for Stronger Governance

Company Name: Oportun Financial Corp Symbol: OPRT Filing Date: Jun-16-2025 Filer Name: Findell Capital Management LLC Download PresentationFindell-Oportun-Jun-16-2025.pdf8 MBdownload-circle
Jun 16, 2025
activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) Over Failed Strategy, Demands Governance Overhaul and Capital Return

June 16, 2025 Dear Shareholders, Silver Star Properties REIT’s so-called “New Direction Plan” has failed. Not just quietly or
Jun 16, 2025
activistletters

Ortelius Advisors Presses for Board Overhaul at Brookdale Senior Living (BKD), Criticizes Debt, Leases, and Strategy in Proxy Campaign

June 16, 2025 Fellow Brookdale Senior Living Stockholders, Ortelius Advisors, L.P. (“Ortelius” or “we”) is seeking your support to
Jun 16, 2025
activistletters

BML Capital Opposes Ikena Oncology (IKNA)–Inmagene Merger, Urges Cash Return to Shareholders

June 16, 2025 Board of Directors Ikena Oncology Inc. 645 Summer Street, Suite 101 Boston, MA 02110 c/o Mark
Jun 16, 2025
activistletters

Findell Capital Challenges Oportun Financial (OPRT) Board, Cites Governance Failures and Urges Election of Lending Expert Warren Wilcox

Findell Capital Provides Facts in Response to Oportun’s Misleading Narrative NEWS PROVIDED BY Findell Capital Management, LLC Jun 13,
Jun 13, 2025
activistletters

Vivo Capital Challenges Sinovac Biotech (SVA) Board Ahead of July 8 Vote, Citing Governance Failures and Dividend Dispute

Vivo Capital Issues Letter to Sinovac Biotech Shareholders Addressing the Company’s False and Misleading Claims Affirms Support for Fair
Jun 13, 2025
activistletters

Hartman Group Challenges Silver Star Properties REIT (SLVS) Strategy, Urges Asset Sales and Capital Return Amid NAV Collapse

June 13, 2025 Dear Fellow Shareholders, Silver Star Properties is at a defining moment. As shareholders, we must decide whether
Jun 13, 2025
activistletters

Hartman Group Urges Silver Star Properties REIT (SLVS) Shareholders to Back Capital Return Plan, Citing Mismanagement and Dilution Risks

On June 12, 2025, the Hartman Group distributed the following letter to shareholders: Subject: Vote for a Return of Capital
Jun 12, 2025
activistletters

Hartman Group Accuses Silver Star Properties REIT (SLVS) Board of Misleading Shareholders, Disputes Consent Vote Results and Calls for Change

June 9, 2025 Dear Silver Star Shareholder, Silver Star’s Board is entrenched and in a desperate attempt to retain
Jun 12, 2025
activistletters

Hartman Shareholder Alliance Blames Silver Star Properties REIT (SLVS) Management for Value Collapse, Urges Leadership Change and Asset Liquidation

June 10, 2025 Dear Shareholder, The Company’s value stood at $412 million, dropping to $134 million for the period
Jun 12, 2025
activistletters

AstroNova (ALOT): Askeladden Capital and Samir Patel Push for Board Change, Cite Value Destruction and Governance Failures

Company Name: Astronova, Inc. Symbol: ALOT Filing Date: Jun-11-2025 Filer Name: Askeladden Capital Management LLC Download PresentationAskeladden-Astronova-Jun-11-2025.pdf15 MBdownload-circle Source:
Jun 11, 2025
activistletters

BBRC Pressures Victoria’s Secret (VSCO) Board Over Poor Returns, Capital Misallocation, and Governance Failures Ahead of Earnings Call

June 9, 2025 Victoria’s Secret & Co. Attn: Donna James, Chair of the Board of Directors Four Limited Parkway
Jun 10, 2025
activistletters

Hartman Group Urges Silver Star Properties (SLVS) Shareholders to Reject “Failed” New Direction Plan, Pushes for Liquidation and Capital Return Amid Sharp NAV Decline

June 4, 2025 Dear Silver Star Properties, Inc. Shareholder, As SSP shareholders we are concerned about and frustrated with the
Jun 5, 2025
activistletters

JANA Partners Calls for Board Overhaul at Lamb Weston (LW) Amid Broad Shareholder Backlash and Billions in Lost Value

JANA Partners Sends Open Letter to Shareholders Reporting Overwhelming Support for Significant Board Change at Lamb Weston Recent Third-Party Shareholder
Jun 5, 2025
activistletters

JANA Partners Urges Board Overhaul at Lamb Weston (LW), Citing 80% Shareholder Support and Deep Governance Failures

JANA Partners Sends Open Letter to Shareholders Reporting Overwhelming Support for Significant Board Change at Lamb Weston Recent Third-Party Shareholder
Jun 5, 2025
activistletters

Global Value Investment Pressures Hooker Furnishings (HOFT) Over Governance Failures, Seeks Board Accountability

Company Name: Hooker Furnishings Corp Symbol: HOFT Filing Date: Jun-05-2025 Filer Name: Global Value Investment Corp Download PresentationGlobal Value-Hooker-Jun-05-2025.pdf6
Jun 5, 2025
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