activistletters
Bradley L. Radoff Sent Letter to Atea’s Stockholders
The Radoff-JEC Group Nominates Three Highly Qualified Candidates for Election to the Atea Pharmaceuticals Board of Directors
Issues Open Letter
activistletters
Collection of activist letters and presentation
activistletters
Starboard Delivers Letter To Autodesk Shareholders
Summary
Starboard Value nominated three directors to Autodesk's board, citing long-term underperformance, misleading disclosures, and lack of board
activistletters
Gate City Capital Withdraws Board Nominees at Saga Communications (SGA), Ends Proxy Contest Ahead of 2025 Annual Meeting
Summary
On March 26, 2025, Gate City Capital Management formally withdrew its four director nominees—Michael T. Melby, Nicholas J.
activistletters
Gate City Capital Criticizes Saga Communications (SGA) Over Digital Strategy Missteps and Withdraws Board Nominees
Summary
Gate City Capital Management withdrew its board nominees for Saga Communications' 2025 annual meeting, stating that continuing the
activistletters
Findell Capital Management Issues Open Letter To Board And Shareholders Of Oportun Calling For Leadership Change
Summary
Findell Capital, the largest shareholder of Oportun, plans to nominate two directors to replace CEO Raul Vazquez and Lead
activistletters
Carronade Capital Sent Letter To The Board Of Directors Of Cannae Holdings, Inc.
Summary
Carronade Capital, a top-five shareholder of Cannae Holdings, is pushing for major changes due to poor shareholder returns, weak
activistletters
Engine Capital, L.P. Sent Letter To The Board Of Directors Of Civeo Corp
Summary
Engine Capital, owning 9.8% of Civeo, urged the company to unlock value by eliminating the dividend, launching a
activistletters
Starboard Delivers Letter To Autodesk Shareholders
Summary
Starboard Value criticizes Autodesk for long-term underperformance, missed targets, and weak governance. It questions why FY2026 margin guidance reflects
activistletters
Edward Smolyansky Sent Letter to shareholders of Lifeway Foods, Inc.
Summary
Edward and Ludmila Smolyansky, owning 27.4% of Lifeway, call for a full board overhaul, citing the Board’s
activistletters
Letter from Edward Smolyansky to Lifeway Foods, Inc.
Summary
Edward Smolyansky notified Lifeway Foods of his intent to nominate seven directors at the 2025 Annual Meeting, including himself
activistletters
Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc
Summary
Sherwood Group, owning 29.9% of Barnwell, seeks to remove the remaining board and install five new directors, citing
activistletters
Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences
Summary
Kent Lake Partners, owning ~7.5% of Quanterix, opposes the proposed merger with Akoya Biosciences. They argue the deal
activistletters
Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors
Summary
Deep Track Capital, owning 14.34% of Dynavax, is nominating four directors to the board, citing poor capital allocation,
activistletters
Elliott Investment Management L.P. Issues Detailed Investor Presentation On Phillips 66
Summary
Elliott Investment Management nominated seven directors to Phillips 66’s board, citing poor operational execution, weak capital allocation, and
activistletters
Vision One Fund, LP Issues Detailed Investor Presentation On Ingevity Corp
Summary
Vision One Fund urged Ingevity (NGVT) to explore strategic alternatives, including a potential sale, citing poor stock performance, weak
activistletters
Ortelius Advisors, L.P. Sent Letter to the Stockholders of Brookdale Senior Living Inc.
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Summary
Ortelius Advisors (1.3% holder) is nominating six directors to Brookdale Senior Living’s board, citing seven years of
activistletters
Ancora Sent Letter to the Board of Directors of U.S. Steel
Summary
Ancora urges U.S. Steel to delay its 2025 annual meeting until after there’s clarity on the blocked
activistletters
Select Equity Group, L.P. Sent Letter To The Board Of Directors Of Signet Jewelers Ltd
Summary
Select Equity Group (owns ~10% of Signet) is urging the board to explore a sale of the company due