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activistletters

Collection of activist letters and presentation

activistletters

Dynavax Technologies (DVAX): Deep Track Capital Pushes Board Refresh, Calls for Heplisav Growth and Share Buybacks

Source: https://www.sec.gov/Archives/edgar/data/1029142/000119312525117792/d833627ddfan14a.htm
activistletters

H Partners Urges Harley-Davidson (HOG) Shareholders to Withhold Votes Against Zeitz, Linebarger, and Levinson After $6B Value Destruction

Company Name: Harley-Davidson, Inc. Symbol: HOG Filing Date: May-12-2025 Filer Name: H Partners Management, LLC Download PresentationHarley-H Partners-May-12-2025.pdf4 MBdownload-circle
activistletters

ADAR1 Capital Targets Keros Therapeutics (KROS) Board, Urges Withhold Votes Over Pipeline Failures and Cash Burn

Company Name: Keros Therapeutics, Inc. Symbol: KROS Filing Date: May-12-2025 Filer Name: Adar1 Capital Management, LLC Download PresentationAdar1-Keros-May-12-2025.pdf1 MBdownload-circle
activistletters

H Partners Urges Shareholders to Withhold Votes at Harley-Davidson (HOG) Annual Meeting, Targeting CEO Zeitz and Longtime Directors for Value Destruction

Dear Fellow H-D Shareholder, This week, H Partners’ campaign to unseat three long-tenured Harley-Davidson, Inc. (“Harley-Davidson”, “Harley”, “H-D” or the
activistletters

ADAR1 Capital Slams Keros Therapeutics (KROS) Strategy, Urges Board Overhaul and Cash Return Amid Pipeline Concerns

Dear Fellow Stockholders, Keros Therapeutics (“Keros” or the “Company”) is at a crossroads. Two of the Company’s three drug
activistletters

BML Capital Urges AN2 Therapeutics (ANTX) to Pursue Sale or Liquidation After Phase 3 Failure, Threatens Withhold Vote at Annual Meeting

Board of Directors AN2 Therapeutics, Inc. 1800 El Camino Real, Suite D Mello Park, CA 94027 c/o Eric Easom,
activistletters

Findell Capital Targets Oportun Financial (OPRT) Governance, Seeks Board Seat to End CEO Control and Refocus Strategy

Fellow Oportun Stockholders: We are the largest stockholder of Oportun Financial Corporation (“Oportun” or the “Company”), with an approximately 9.
activistletters

Al Hartman Blasts Silver Star (SLVS) Asset Sale at Fire Sale Price, Calls for Board Resignations Over $7.4M Value Destruction

Dear Silver Star Shareholder, We believe that Silver Star has made another huge blunder in the recent liquidation of a
activistletters

Oportun Financial (OPRT): Findell Capital Nominates Director, Slams Governance and Costly Strategy

Download LetterFindell-May-05-2025.pdf4 MBdownload-circle Source: https://www.sec.gov/Archives/edgar/data/1538716/000092189525001281/ex991todfan13982002_050525.pdf
activistletters

Elliott Urges Shareholders to Back Board Overhaul at Phillips 66 (PSX), Citing Governance Failures and Need for Independent Oversight

Dear Fellow Phillips 66 Shareholder: Elliott Investment Management L.P. (along with its affiliates, “Elliott”) manages funds that together are
activistletters

Beaver Hollow Group Seeks Board Overhaul at Servotronics (SVT), Citing Mismanagement, Governance Failures, and Urging Shareholders to Vote for Change

Dear Fellow Servotronics Shareholders, The filing of our definitive proxy statement marks a critical step in our effort to restore
activistletters

Impactive Capital Pressures WEX Inc. (WEX) for Board Refresh, Urges Shareholders to Vote Against Three Directors Over Prolonged Underperformance

Dear Fellow Shareholders, Impactive Capital LP (together with its affiliates, “Impactive” or “we”) is a large and longstanding shareholder of
activistletters

Elliott Escalates Proxy Fight at Phillips 66 (PSX), Slams CEO/Chair Lashier and Calls for Four New Directors

Company Name: Phillips 66 Symbol: PSX Filing Date: May-02-2025 Filer Name: Elliott Investment Management L.P. Download PresentationElliott-Phillips-May-02-2025.pdf3 MBdownload-circle
activistletters

Land & Buildings Urges National Health Investors (NHI) Shareholders to Vote GOLD Proxy, Citing Conflicts and Long-Term Underperformance

Company Name: National Health Investors Inc Symbol: NHI Filing Date: May-02-2025 Filer Name: Land & Buildings Investment Management, LLC Download
activistletters

Engine Capital Challenges Lyft (LYFT) Board Over Dual-Class Structure, Seeks Governance and Capital Allocation Fixes

Company Name: Lyft, Inc. Symbol: LYFT Filing Date: Apr-29-2025 Filer Name: Engine Capital, L.P. Download PresentationEngine-Lyft-Apr-29-2025.pdf2 MBdownload-circle Source:
activistletters

Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns

Download LetterAcelyrin-Trium-Apr-29-2025.pdf248 KBdownload-circle Source: https://www.sec.gov/Archives/edgar/data/1962918/000196386025000015/Exhibit1.pdf
activistletters

H Partners Blasts Harley-Davidson (HOG) Board for $2B Value Destruction, Urges Shareholder Action

Company Name: Harley-Davidson, Inc. Symbol: HOG Filing Date: Apr-29-2025 Filer Name: H Partners Management, LLC Download PresentationHarley-H Partners-Apr-29-2025.pdf487 KBdownload-circle
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

Download LetterHarley-H Partners-Apr-28-2025.pdf424 KBdownload-circle Source: https://www.sec.gov/Archives/edgar/data/793952/000092189525001189/ex1todfan14a10304005_042825.pdf