The 13D Report
The 13D Report
Shareholder activism
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Research Team

activismweekly

13D weekly report - January 26, 2025 to January 30, 2026

Table of content Kawa Capital Management reaches agreement with Orion Properties Inc. (ONL) Key Summary: On November 17, 2025, Kawa
activistletters

Biglari Capital Targets Board Accountability at Jack in the Box (JACK), Citing Governance Failures and Value Destruction

Summary Biglari Capital calls on Jack in the Box shareholders to vote AGAINST Chairman David Goebel, blaming an entrenched board
activistprofile

MHR Fund Management

I. Basics MHR Fund Management LLC is a New York-based private investment firm founded in 1996, specializing in special situations,
activistprofile

Liberty 77 Capital

I. Basics Liberty 77 Capital L.P. is a Washington, DC-based private equity firm closely affiliated with Liberty Strategic Capital,
activistcompany

Liberty 77 Capital entered into a governance and standstill agreement with Lionsgate Studios Corp. (LION)

activismweekly

13D weekly report - January 19, 2025 to January 23, 2026

Table of content Endeavor Pushes for Change at Mawson Infrastructure Group Inc. (MIGI) Key Summary: On January 22, 2026, the
activistprofile

Endeavor Investor Group

I. Basics The Endeavor Investor Group, comprising Endeavor Blockchain, LLC and affiliates including PM Squared LLC, Joshua Kilgore, and Cody
activistcompany

Endeavor Group Responds to Mawson Infrastructure Group’s (MIGI) Adoption of Stockholder Rights Plan

activistcompany

Alta Equipment Group Inc. (ALTG) Reaches Cooperation Deal with Mill Road Capital

activistletters

Endeavor Investor Group Calls for Leadership Change and Strategic Reset at Mawson Infrastructure Group (MIGI)

Summary Endeavor Investor Group, a significant shareholder, argues Mawson’s HPC and digital infrastructure assets are materially undervalued due to
activistletters

Star Equity Holdings (STRR) Sends Proposal to GEE Group (JOB), Highlighting Valuation Upside and Strategic Alternatives

Summary: Star Equity Holdings sent a non-binding, confidential letter to GEE Group on January 6, 2026 proposing a potential merger,
activistcompany

Whetstone seeks board and governance overhaul at Health Catalyst, Inc. (HCAT)

activismweekly

13D weekly report - January 12, 2025 to January 16, 2026

Table of content Gottwald urges Tredegar Corp (TG) to sell assets and go private Key Summary: On January 14, 2026,
activistprofile

Maran Capital Management

I. Basics Maran Capital Management, LLC is a boutique, value-driven investment manager based in Denver, Colorado, founded in 2015 by
activistcompany

Maran Capital reached an agreement with Pure Cycle Corporation (PCYO)

activistprofile

John D. Gottwald

I. Basics John D. Gottwald is a seasoned executive in the chemicals and materials sectors, best known for his long
activistletters

Tredegar Corporation (NYSE: TG) Pressured by John D. Gottwald to Sell Bonnell and Surface Protection Films, Exit Public Markets

Summary On January 14, 2026, John D. Gottwald issued an open letter to Tredegar’s board arguing that, despite confidence
activismweekly

13D weekly report - January 05, 2025 to January 02, 2026

Table of content Friedland Enterprises calls for governance overhaul and strategic review at Lulu's Fashion Lounge Holdings, Inc.