activistletters
ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block
Board of Directors
Keros Therapeutics, Inc.
c/o Esther Cho, General Counsel
1050 Waltham Street, Suite 302
Lexington, Massachusetts 02421
activistletters
Elliott Slams Phillips 66 (PSX) for Flawed TSR Calculations, Demands Accountability from CEO Mark Lashier
Company Name: Phillips 66
Symbol: PSX
Filing Date: Apr-28-2025
Filer Name: Elliott Investment Management L.P.
Download PresentationElliott-Phillips-Apr-28-2025.pdf19 MBdownload-circle
activistletters
Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps
Fellow Brookdale Senior Living Stockholders,
Over the past seven years, investors in Brookdale Senior Living Inc. (“Brookdale” or the “Company”
activistletters
BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges
April 24, 2025
Board of Directors
ESSA Pharma Inc.
999 West Broadway
Vancouver, British Columbia
Canada V5Z iK5
c/o
activistletters
Land & Buildings Presses National Health Investors (NHI) on Board Governance, Calls for Director Refresh
Company Name: National Health Investors Inc
Symbol: NHI
Filing Date: Apr-24-2025
Filer Name: Land & Buildings Investment Management, LLC
Download
activistletters
Harley-Davidson (HOG): H Partners Launches Withhold Campaign, Targets CEO Jochen Zeitz and Board for Governance Failures, Succession Missteps, and $2B Value Destruction
Company Name: Harley-Davidson, Inc.
Symbol: HOG
Filing Date: Apr-23-2025
Filer Name: H Partners Management, LLC
Download PresentationH Partners-Harley-Apr-23-2025.pdf5 MBdownload-circle
activistletters
Deep Track Capital (14.5%) Pushes for Board Change at Dynavax (NASDAQ: DVAX), Slams Acquisition Focus and Urges Heplisav-Centric Strategy
Dear Fellow Dynavax Shareholders,
Deep Track Capital, LP (together with its affiliates, “Deep Track” or “we”) is one of the
activistletters
Quanterix (QTRX): Kent Lake (7.7% Holder) Urges Shareholders to Reject Akoya Merger, Citing Valuation, Governance Conflicts, and Dilution Risks
Company Name: Quanterix Corp
Symbol: QTRX
Filing Date: Apr-21-2025
Filer Name: Kent Lake PR LLC
Download PresentationKent Lake-Quanterix-Apr-21-2025.pdf2 MBdownload-circle
activistletters
Kent Lake Urges Quanterix (NASDAQ: QTRX) Shareholders to Reject Akoya Merger, Citing Value Destruction and Governance Concerns
Download LetterQuanterix-Kent Lake-Apr-18-2025.pdf615 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/1503274/000153949725001173/exh1.pdf
activistletters
Barnwell Industries (BRN): Ned Sherwood Pushes Board Overhaul, Slams Governance and Capital Missteps
Company Name: Barnwell Industries Inc
Symbol: BRN
Filing Date: Apr-17-2025
Filer Name: Sherwood Ned L
Download PresentationBarnwell.pdf3 MBdownload-circle
Source:
activistletters
Askeladden Capital, Largest Shareholder of AstroNova (NASDAQ: ALOT), Calls for Board Overhaul After Years of Missed Targets and Value Destruction
To fellow shareholders of AstroNova:
By now you have likely seen the fourth quarter and full-year 2025 financial results for
activistletters
Hartman Group Calls for Board Overhaul at Silver Star (SLVS), Citing 70% Value Erosion, Mismanagement, and Urgent Need for Liquidation
On April 15, 2025, the Hartman Group distributed the following letter to shareholders:
Top 6 Reasons to Vote for the
activistletters
H Partners Launches Withhold Campaign at Harley-Davidson (NYSE: HOG), Seeks Removal of CEO Zeitz and Long-Tenured Directors Over Governance Failures and Value Destruction
Download LetterHarley-H Partners-Apr-16-2025.pdf162 KBdownload-circle
Source:
https://www.sec.gov/Archives/edgar/data/793952/000119380525000505/exhibit99-1.pdf
activistletters
BML Capital Urges Elevation Oncology (NASDAQ: ELEV) to Liquidate and Return Cash, Opposes Reverse Merger Without Dividend
April 16, 2025
Board of Directors
Elevation Oncology Inc.
101 Federal Street
Boston, MA 02110
c/o Joseph Ferra, CEO
activistletters
Ocho Capital Pressures Digimarc (DMRC) on Strategy: Activist Calls for Governance Reforms and Capital Allocation Discipline
Company Name: Digimarc Corp
Symbol: DMRC
Filing Date: Apr-15-2025
Filer Name: Ocho Investments LLC
Download PresentationOcho-Digimarc-Apr-15-2025.pdf345 KBdownload-circle
Source:
https:
activistletters
Soleus Capital Urges ESSA Pharma (EPIX) to Liquidate and Return Cash to Shareholders Amid Valuation Gap
April 15, 2025
Board of Directors
ESSA Pharma Inc.
999 West Broadway
Vancouver, British Columbia
Canada V5Z iK5
Dear Board
activistletters
Palogic Value Pressures Open Lending (LPRO) to Pursue Strategic Alternatives, Citing Governance Concerns and Market Misvaluation
c/o Open Lending Corporation
1501 S. MoPac Expressway
Suite 450
Austin, Texas 78746
Attn: Chief Legal and Compliance Officer
