Snowball Research · Activism

Weekly Digest

Janus Henderson Group (JHG) Faces Trian Fund Management Opposition as Activist Slams Victory Capital (VCTR) Deal for Financing Gaps and Governance Risks
March 20, 2026 · 1 min read
Sturm, Ruger & Company (RGR) Targeted by Beretta Holding as Activist Pushes Board Change and Criticizes Governance Failures
March 19, 2026 · 3 min read
OraSure Technologies (OSUR) Targeted by Altai Capital in Proxy Fight, Nominates Directors and Pushes Strategic Review Amid Performance and Governance Concerns
March 17, 2026 · 14 min read
Starboard Value Urges CarMax (KMX) CEO Keith Barr to Improve Digital Experience, Cut SG&A, and Adopt Dynamic Pricing
March 11, 2026 · 9 min read
NorthStrive Fund Calls on Bluejay Diagnostics (BJDX) Board to Review RCC Drug Acquisition and $5M Financing Opportunity
March 11, 2026 · 4 min read
NorthStrive Fund Urges Bluejay Diagnostics (BJDX) Board to Pursue Pipeline-Expanding Biotech Acquisition Opportunity
March 11, 2026 · 4 min read
Braemar Hotels & Resorts (BHR) Faces Governance Scrutiny as Al Shams Investments’ Wafic Rida Saïd Warns Board Over Insider Fees and Potential $480M Termination Payment
March 10, 2026 · 1 min read
Land & Buildings’ Jonathan Litt Targets First Industrial Realty Trust (FR) Board, Citing $15 Per Share Governance Discount
March 9, 2026 · 3 min read
Starboard Value Urges Lamb Weston Holdings (LW) to Expand Cost Cuts and Review APAC Business in Strategic Letter
March 9, 2026 · 4 min read
Voss Capital Urges PAR Technology (PAR) to Explore Strategic Alternatives Amid Valuation Disconnect in Public Software Markets
March 4, 2026 · 1 min read
Voss Capital Urges Xponential Fitness (XPOF) to Explore Sale, Says Club Pilates Alone May Exceed Current Enterprise Value
March 4, 2026 · 4 min read
First Industrial Realty Trust (FR) Targeted by Land & Buildings Activism Over Governance Failures and Persistent NAV Discount
February 26, 2026 · 3 min read
Alaunos Therapeutics (NASDAQ: TCRT) Receives $7M Investment Proposal from Adrian Price Group with Board Seat Demand
February 24, 2026 · 3 min read
Galloway Capital Boosts Stake in Noodles & Company (NASDAQ: NDLS), Signals Confidence in Recovery and Strategic Review Potential
February 24, 2026 · 1 min read
Empery Digital Inc. (EMPD) Shareholder Blasts Management Buyback Offer, Calls for CEO Ryan Lane Removal and Board Overhaul
February 23, 2026 · 1 min read
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