activistletters
Two Seas Capital Challenges Core Scientific–CoreWeave (CORZ) Deal, Citing Governance Failures and Inadequate Merger Price
Summary
Two Seas Capital, a 6.5% shareholder of Core Scientific, urges investors to vote against the proposed all-stock merger
activistprofile
Dennis J. "Chip" Wilson
I. Basics
Dennis J. "Chip" Wilson, born April 25, 1955, is an American-Canadian businessman, investor, and philanthropist best
13D weekly report - September 29, 2025 to october 03, 2025
Table of content
Khrom Capital urges Acadia Healthcare Company, Inc (ACHC) for Strategic Review and Potential Sale
Key Summary: On
activistletters
Chip Wilson Criticizes Lululemon (LULU) Directors for Finance-Driven Decline, Urges Return to Innovation and Founder-Led Values
Summary
Chip Wilson, founder of lululemon, criticized the company’s current board and leadership for abandoning its original product-driven, innovative
activistletters
Biglari Capital (3% Holder) Blasts Cracker Barrel (CBRL) Board for Strategic Failures, Demands CEO Ouster and Accountability After $700 Million Rebrand Collapse
Summary
Sardar Biglari of Biglari Capital, owning about 3% of Cracker Barrel, condemned the company’s leadership for repeated strategic
activistletters
Broadwood Partners Urges STAAR Surgical (STAA) Shareholders to Reject Alcon (ALC) Deal, Citing Misleading Projections and Flawed Fairness Opinion
Summary
Broadwood Partners, STAAR Surgical’s largest shareholder with a 27.5% stake, accused the company’s management of manipulating
activistletters
Yunqi Capital urges STAAR Surgical (STAA) shareholders to vote against Alcon deal; pushes cost cuts, buybacks, and stronger standalone strategy
Summary
Yunqi Capital (5.1% holder) urges STAAR shareholders to vote against Alcon’s proposed $28-per-share merger, arguing STAAR is
activistletters
Al Hartman Accuses Silver Star (STSR) Board of Obstruction, Urges Shareholders to Support Liquidation and Accountability
Summary
On October 3, 2025, Al Hartman and the Hartman Shareholder Alliance accused Silver Star’s board of repeatedly delaying
activistprofile
Pham DUC Hoang
I. Basics
NA
II. Letters & Presentations
Nil
III. Significant companies
Below is a list of company engagements where the
activistprofile
Jason H. Karp
I. Basics
Jason H. Karp is Founder & CEO of HumanCo, a mission-driven company that builds brands committed to making
activistprofile
Ghassemieh Babak
I. Basics
Babak Ghassemieh (also known as Bob Ghassemieh) is a Board Member at Braemar Hotels & Resorts Inc., a
activistprofile
Vivo Capital
I. Basics
Vivo is a global healthcare investment platform that has dedicated strategies spanning from venture capital, private equity and
activistprofile
Adar1 Capital Management, Llc
I. Basics
ADAR1 Capital Management, LLC is an Austin, Texas-based hedge fund manager founded in 2018 by Dr. Daniel Schneeberger.
activistprofile
Daniel Stuart Farb
I. Basics
Daniel Stuart Farb is an investment professional currently serving as the President and Managing Member of Mill Pond
activistletters
Broadwood Capital’s Neal Bradsher Slams STAAR Surgical (STAA) Board for Approving $28 Sale, Urges Shareholders to Vote Against Deal
Summary
Broadwood Capital’s Neal Bradsher criticized STAAR Surgical’s board for agreeing to sell the company to Alcon for
activistprofile
Khrom Capital Management
I. Basics
Khrom Capital is a North America–focused value-oriented fund founded in 2008. They evaluate investment opportunities by assessing
