activistletters
Lifeway Foods (LWAY): Edward and Ludmila Smolyansky Escalate Campaign for Board Overhaul and Governance Reform
Company Name: Lifeway Foods, Inc.
Symbol: LWAY
Filing Date: Dec-08-2025
Filer Name: Smolyansky Edward
Download PresentationEdward Smolyansky-Dec-08-2025.pdf9 MBdownload-circle
Source:
activistletters
Scully Royalty (SRL): MILFAM LLC Challenges Board After Company Rejects Director Nominations and Issues Disputed Proxy Statement
Sangra Moller LLP
Suite 2200, 1021 Hastings Street
Vancouver BC
Canada V6E 0C3
Attention: Rod Talaifar
Dear Sir/Madam
ANNUAL
activistletters
Alaunos Therapeutics (TCRT) Shareholders Led by Adrian Price Nominate Gerald W. Bruce to Board in Governance Push
Adrian Price
On behalf of the undersigned shareholders
December 4, 2025
To the Board of Directors
Alaunos Therapeutics, Inc.
2617
activistletters
BILL Holdings (BILL): Barington Capital Presses for Cost Cuts and Strategic Alternatives Amid Sharp Shareholder Underperformance
December 4, 2025
Ms. Allie Kline
Lead Independent Director
BILL Holdings, Inc.
6220 America Center Drive, Suite 100
San Jose,
activistletters
First Industrial Realty Trust (FR): Land & Buildings Pushes for Asset Sales, Capital Returns, and Strategic Alternatives to Close NAV Discount
Company Name: First Industrial Realty Trust, Inc.
Symbol: FR
Filing Date: Dec-03-2025
Filer Name: Land & Buildings Investment Management, LLC
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 Master Fund Slams Board Over Dilution, Governance Failures, and Launches Bid to Elect Independent Directors
December 2, 2025
Dear Fellow Neuphoria Shareholders,
Lynx1 Master Fund LP (together with its affiliates, “Lynx1” or “we”) is currently
activistletters
Galloway Capital Pressures Noodles & Company (NDLS) to Sell Stores and Cut Debt in Activist Value Push
December 1, 2025
Joe Christina
President and Chief Executive Officer
Noodles & Company
520 Zang Street, Suite D
Broomfield, CO
activistletters
Engine Capital Pressures UniFirst (UNF) on Governance Failures and Demands Strategic Review After Rejected Takeover Offers
Company Name: UniFirst Corporation
Symbol: UNF
Filing Date: Dec-01-2025
Filer Name: Engine Capital LP
Download PresentationEngine Capital-Dec-01-2025.pdf3 MBdownload-circle
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activistletters
UniFirst Corporation (UNF): Engine Capital Slams Governance Failures and Urges Immediate Strategic Review, Including a Potential Sale
UniFirst Corporation
68 Jonspin Road
Wilmington, Massachusetts 01887
Attention: Joseph M. Nowicki, Sergio A. Pupkin, Raymond C. Zemlin, Cecilia McKenney,
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 Capital Pushes Board Shake-Up After Dilution, Missteps, and Failed Phase 3 Trial
Company Name: Neuphoria Therapeutics Inc.
Symbol: NEUP
Filing Date: Nov-26-2025
Filer Name: Lynx1 Capital Management LP
Download PresentationLynx1-11-26-2025.pdf7 MBdownload-circle
activistletters
Cannae Holdings (CNNE): Carronade Capital Demands Board Overhaul Amid Value Destruction and Conflicted Governance
Company Name: Cannae Holdings, Inc.
Symbol: CNNE
Filing Date: Nov-24-2025
Filer Name: Carronade Capital Management LP.
Download PresentationCarronade-Nov-24-2025.pdf2 MBdownload-circle
activistletters
Orion Properties (ONL): The Kawa Fund nominates five directors in advance notice, launching proxy push.
Company Name: Orion Properties Inc.
Symbol: ONL
Filing Date: Nov-18-2025
Filer Name: Kawa Capital Management, Inc
Download Nomination LetterNotice of
activistletters
Neuphoria Therapeutics (NEUP): Lynx1 withdraws $5.20 bid, blasts dilutive ATM issuances.
November 18, 2025
The Board of Directors of Neuphoria Therapeutics Inc.
100 Summit Drive
Burlington, Massachusetts 01803
Dear Members of
activistletters
Tiptree Inc. (TIPT): Veradace Partners LP challenges strategy in new presentation, pressing for governance and capital allocation improvements
Company Name: Tiptree Inc.
Symbol: TIPT
Filing Date: Nov-17-2025
Filer Name: Veradace Partners LP
Download PresentationVeradace-Nov-17-2025.pdf5 MBdownload-circle
Source:
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activistletters
Silver Star Properties (SLVS): Hartman Shareholder Alliance accuses board of “value destruction” after court denies meeting delay
The Pattern Continues: More Value Destruction
November 17, 2025
Dear Shareholder,
After six postponements of your court-ordered shareholder meeting and
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
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
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
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