activistletters
Sherwood Group Rallies Barnwell Industries (BRN) Shareholders, Claims Strong Support for Board Overhaul Ahead of Annual Meeting
Summary
On May 19, 2025, the Sherwood Group, holding ~29.9% of Barnwell Industries, announced strong early support for its
activistletters
Mason Capital Urges SEC Probe into ISS, Glass Lewis Recommendations on JBS (JBSS3.SA) U.S. Listing Proposal
Summary
On May 15, 2025, Mason Capital, a 2.4% minority shareholder in JBS S.A., sent a letter to
activistletters
HG Vora Calls for Overhaul at PENN Entertainment (PENN), Citing Years of Underperformance and Board Entrenchment
Summary
HG Vora, a 4.8% shareholder in PENN Entertainment, criticized the company’s long-term underperformance, failed digital strategy, and
activistletters
H Partners Urges Shareholders to Withhold Votes at Harley-Davidson (HOG) Annual Meeting, Targeting CEO Zeitz and Longtime Directors for Value Destruction
Summary
H Partners urged shareholders to vote “WITHHOLD” on the re-election of CEO/Chairman Jochen Zeitz, Presiding Director Thomas Linebarger,
activistletters
ADAR1 Capital Slams Keros Therapeutics (KROS) Strategy, Urges Board Overhaul and Cash Return Amid Pipeline Concerns
Summary
ADAR1 Capital, owning 13.3% of Keros Therapeutics, criticized the company’s strategy, citing poor clinical results for two
activistletters
BML Capital Urges AN2 Therapeutics (ANTX) to Pursue Sale or Liquidation After Phase 3 Failure, Threatens Withhold Vote at Annual Meeting
Summary
BML Capital, owning 19.1% of AN2 Therapeutics, urged the Board to pursue a sale or orderly wind-down of
activistletters
Findell Capital Targets Oportun Financial (OPRT) Governance, Seeks Board Seat to End CEO Control and Refocus Strategy
Summary
Findell Capital, Oportun’s largest shareholder with a 9.5% stake, is seeking to replace entrenched directors and improve
activistletters
Al Hartman Blasts Silver Star (SLVR) Asset Sale at Fire Sale Price, Calls for Board Resignations Over $7.4M Value Destruction
Summary
Al Hartman criticized Silver Star’s recent sale of its Gulf Interstate property, claiming it was sold for just
activistletters
Elliott Urges Shareholders to Back Board Overhaul at Phillips 66 (PSX), Citing Governance Failures and Need for Independent Oversight
Summary
Elliott Investment Management, a top-five shareholder in Phillips 66, called on shareholders to vote the Gold Card in support
activistletters
Beaver Hollow Group Seeks Board Overhaul at Servotronics (SVT), Citing Mismanagement, Governance Failures, and Urging Shareholders to Vote for Change
Summary
Paul L. Snyder III, leading a shareholder campaign, urged Servotronics shareholders to vote the WHITE proxy card in favor
activistletters
Impactive Capital Pressures WEX Inc. (WEX) for Board Refresh, Urges Shareholders to Vote Against Three Directors Over Prolonged Underperformance
Summary
Impactive Capital, a 7% shareholder in WEX Inc., announced its intention to vote AGAINST three incumbent directors—CEO/Chair
activistletters
Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns
Summary
Trium Capital, a shareholder of Acelyrin, opposes the proposed merger with Alumis, arguing it significantly undervalues Acelyrin’s assets—
activistletters
H Partners Slams Harley-Davidson (NYSE: HOG) Leadership, Urges Shareholders to Withhold Votes From Zeitz and Long-Tenured Directors Over Governance and Value Destruction
Summary
H Partners, a 9.1% shareholder of Harley-Davidson, is urging shareholders to vote WITHHOLD on the re-election of CEO
activistletters
ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block
Summary
ADAR1 Capital Management, the largest shareholder of Keros Therapeutics, sent a letter to the board demanding that it waive
activistletters
Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps
Summary
Ortelius Advisors, owning a significant stake in Brookdale Senior Living, is urging shareholders to support its six independent director
activistletters
BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges
Summary
On April 24, 2025, BML Capital Management, which holds 9.5% of ESSA Pharma’s outstanding shares, sent a
activistletters
Deep Track Capital (14.5%) Pushes for Board Change at Dynavax (NASDAQ: DVAX), Slams Acquisition Focus and Urges Heplisav-Centric Strategy
Summary
Deep Track Capital, holding 14.5% of Dynavax Technologies, has publicly criticized the company's strategic direction and
activistletters
Kent Lake Urges Quanterix (NASDAQ: QTRX) Shareholders to Reject Akoya Merger, Citing Value Destruction and Governance Concerns
Summary
Kent Lake Partners, a 7.7% shareholder of Quanterix, urges fellow shareholders to vote AGAINST the proposed merger with
