Snowball Research · Activism

Weekly Digest

Elliott Urges Shareholders to Back Board Overhaul at Phillips 66 (PSX), Citing Governance Failures and Need for Independent Oversight
May 2, 2025 · 9 min read
Servotronics (SVT): Save Servotronics Group Urges Shareholders to Elect New Board Amid Governance Failures and Strategic Alternatives Concerns
May 2, 2025 · 2 min read
Beaver Hollow Group Seeks Board Overhaul at Servotronics (SVT), Citing Mismanagement, Governance Failures, and Urging Shareholders to Vote for Change
May 2, 2025 · 2 min read
Impactive Capital Presses WEX (WEX) for Board Refresh, Governance Reform, and Accountability Following 250pt Lag vs Peer Corpay
May 2, 2025 · 4 min read
Impactive Capital Pressures WEX Inc. (WEX) for Board Refresh, Urges Shareholders to Vote Against Three Directors Over Prolonged Underperformance
May 2, 2025 · 3 min read
Phillips 66 (PSX) Faces Elliott’s Push for Board Overhaul Amid Governance Failures and Refining Underperformance
May 2, 2025 · 1 min read
Elliott Escalates Proxy Fight at Phillips 66 (PSX), Slams CEO/Chair Lashier and Calls for Four New Directors
May 2, 2025 · 1 min read
National Health Investors (NHI) Faces Land & Buildings’ Push for Board Change Amid NHC Lease Concerns and Governance Failures
May 2, 2025 · 1 min read
Land & Buildings Urges National Health Investors (NHI) Shareholders to Vote GOLD Proxy, Citing Conflicts and Long-Term Underperformance
May 2, 2025 · 1 min read
Lyft (LYFT) Faces Engine Capital’s Push for Board Refresh Amid Value Destruction and Shareholder Dilution
April 29, 2025 · 1 min read
Engine Capital Challenges Lyft (LYFT) Board Over Dual-Class Structure, Seeks Governance and Capital Allocation Fixes
April 29, 2025 · 1 min read
Trium Capital Calls on Acelyrin (SLRN) Shareholders to Vote Against Alumis Merger, Citing Cash Discount and Conflicts
April 29, 2025 · 1 min read
Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns
April 29, 2025 · 1 min read
Harley-Davidson (HOG) Faces H Partners’ “Free The Eagle” Campaign Targeting Zeitz and Long-Tenured Directors
April 29, 2025 · 1 min read
H Partners Blasts Harley-Davidson (HOG) Board for $2B Value Destruction, Urges Shareholder Action
April 29, 2025 · 1 min read
Members Only · Snowball Research

Access the full archive

Every report, every idea, every 8-K filing categorised, every activist 13D and fund letter reviewed — going back years. Subscribe for full access.