Snowball Research
Snowball Research
Sub $5B US stocks research hub
⌘K
  • Home
  • Blog (Thoughts)
  • Free trial
  • About
  • Monthly reports
  • Red flags
  • #Activism
  • Activism Weekly
  • Activist Profile
  • Letter/presentation
  • #Management changes
  • New CEO
  • New CFO
  • Short-tenure exits
  • CEO & CFO exit under 2yrs
Subscribe Sign in

Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Third Point LLC Sent A Letter To The Board Of Directors Of Soho House & Co Inc.

Summary Third Point, owning 9.9% of Soho House’s Class A shares, criticizes the board for approving a private
Jan 29, 2025
activistletters

Steel Connect Issues Public Letter to DMC Global Board

Summary Steel Connect has reaffirmed its interest in acquiring DMC or its subsidiaries and criticized the DMC board for poor
Jan 29, 2025
activistletters

Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc

Summary Ned L. Sherwood, a 30% shareholder of Barnwell Industries, criticizes the company's newly adopted shareholder rights plan
Jan 28, 2025
activistletters

Barington Capital Group, L.P. Issues Detailed Investor Presentation On Matthews International Corp

Summary Barington Capital Group is urging shareholders of Matthews International Corp to support its three board nominees at the 2025
Jan 21, 2025
activistletters

Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc

Summary A major shareholder of Barnwell Industries (owning 30%) criticizes the Kinzler and Grossman families for over a decade of
Jan 21, 2025
activistletters

Change Must Begin at the Top

Summary Barington Capital is urging Matthews International shareholders to vote for its three director nominees—Ana Amicarella, Chan Galbato, and
Jan 21, 2025
activistletters

Land & Buildings Calls on Aimco to Immediately Pursue a Full Company Sale Process and Highlights Significant Upside to Current Share Price

Summary Land & Buildings praised Aimco's CEO Wes Powell and the board for the $520 million Brickell Assemblage
Jan 14, 2025
activistletters

Barington Capital Group Calls On The Board Of Directors Of Trimas Corporation To Retain A Financial Advisor To Pursue Strategic Alternatives For The Company

Summary Barington Capital urges TriMas to stop the CEO search and instead pursue strategic alternatives, including a sale of the
Jan 10, 2025
activistletters

Mantle Ridge Issues Shareholder Letter: Restoring Integrity is Necessary for Air Products and Chemicals, Inc. to Recover and Return to Prosperity

Summary Mantle Ridge criticized Air Products’ leadership under Seifi Ghasemi, accusing the company of omitting key facts, misleading shareholders about
Jan 6, 2025
activistletters

Gate City Capital Management, LLC Sent Letter To Intrepid Potash Inc.

Summary Gate City Capital (6.37% owner) urged Intrepid Potash to adopt shareholder-friendly policies, including returning 75% of free cash
Jan 6, 2025
activistletters

Fund 1 Investments, LLC Sent Letter To Vera Bradley, Inc.

Summary Fund 1 Investments, Vera Bradley’s largest shareholder, urged the company to explore strategic alternatives, including a sale or
Jan 2, 2025
activistletters

Bamco Inc Sent Letter To Figs, Inc.

Dear Members of the Board of Directors: Baron Capital Group, Inc. (together with its affiliated investment vehicles, "Baron,"
Dec 31, 2024
activistletters

BML Investment Partners, L.P. Sent Letter To The Board Of Aadi Bioscience, Inc.

December 31, 2024 Board of Directors Aadi Biosciences, Inc. 17383 Sunset Boulevard Suite A250 Pacific Palisades, CA 90272 Dear Directors,
Dec 31, 2024
activistletters

Fund 1 Investments, LLC Delivered A Letter To Lionel F. Conacher, Chairman Of Board Of The Destination XL Group, Inc.

Dec 23, 20245 min read Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 Attn: Lionel F. Conacher, Chairman
Dec 23, 2024
activistletters

Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.

Letter Dated December 19, 2024 From Goodwood, Inc. To Cosciens Biopharma Inc. GOODWOOD INC. 132 Trafalgar Road Oakville, Ontario L6J
Dec 20, 2024
activistletters

JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings

JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings Believes Significant Board and Leadership Change Is Necessary
Dec 18, 2024
activistletters

Marlton Partners L.P. Open Letter to Shareholders of 180 Degree Capital Corp.

Company Name: 180 DEGREE CAPITAL CORP. /NY/ Symbol: TURN Filing Date: Dec-17-2024 Filer Name: MARLTON PARTNERS, L.P. 180 DEGREE
Dec 17, 2024
activistletters

BML Investment Partners, L.P. Sent A Letter To The Board Of Directors Of Atea Pharmaceuticals, Inc.

BML Capital Management, LLC 65 E Cedar, Suite 2, Zionsville, IN 46077 December 13, 2024 Board of Directors Atea Pharmaceuticals,
Dec 16, 2024
Snowball Research © 2025. Published with Ghost & Braun
  • Sign up