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Research Team
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Lakeview Opportunity Fund
I. Basics
The Lakeview Opportunity Fund is a concentrated and opportunistic multi-strategy fund that combines the best ideas and strategies
activistcompany
Lakeview Investment Group reaches agreement with TESSCO
activistcompany
Lakeview Opportunity Fund Presses Commercial Vehicle Group, Inc (CVGI) for Strategic Alternatives, Including Possible Sale
activistletters
Barnwell Industries (BRN): Ned Sherwood Accuses Grossman and Horowitz of Entrenchment, Governance Failures, and Value Destruction
Summary
The Sherwood Group (29.9% holder) sharply criticized Barnwell Industries’ two remaining directors, Grossman and Horowitz, for once again
activistcompany
Altai Capital nominates Board candidates to OraSure Technologies (OSUR)
activistletters
Al Hartman Challenges Silver Star Properties (SLVS) Management Over Governance Failures and 42-Cent Buyout Pressure
Summary
The presentation by the Hartman Shareholder Alliance accuses Silver Star Properties’ management of engaging in a pattern of fraudulent
activistletters
Al Hartman Presses Silver Star Properties (SLVS) on Governance Failures and Fraud Allegations Ahead of October 6 Vote
Summary
The letter from Al Hartman and the Hartman Shareholder Alliance alleges a pattern of potential fraud by Silver Star
activistletters
Stilwell Group Pressures IF Bancorp (IROQ) Board, Citing Failure to Act on Shareholder-Approved Bank Sale
Summary
Stilwell Activist Investments criticized IF Bancorp’s board for ignoring last year’s shareholder-approved proposal to sell the bank,
activistletters
Al Hartman vs. Silver Star Properties REIT (SLVS): Letter cites multiple loan defaults and foreclosure risk; calls for leadership change and liquidation plan.
Summary
Al Hartman’s Shareholder Alliance accuses current Silver Star Properties management of incompetence and potential fraud, citing a September
activismweekly
13D weekly report - September 01, 2025 to September 05, 2025
Table of content
Starboard intends to nominate Board candidates at BILL Holdings, Inc (BILL)
Key Summary: On September 4, 2025,
activistletters
Stoney Lonesome HF Challenges Inspirato (ISPO) Governance, Criticizes Zamani and Calls Buyerlink Deal Flawed vs. Superior Cash Bid
Summary
Stoney Lonesome HF LP, a 5.4% shareholder of Inspirato, opposes the proposed reverse merger with Buyerlink, arguing it
activistletters
Hartman Group Slams Silver Star Properties (SLVS) Leadership for Concealment, Asset Conversion, and Reckless Debt Strategy
Summary
The Hartman Shareholder Alliance, led by Al Hartman, demands the immediate resignation of Silver Star Properties’ leadership (Haddock, Tompkins,
activistcompany
Barington Pressures BILL Holdings, Inc (BILL) to Cut Costs and Weigh a Potential Sale
Key Summary: On September 5, 2025, Starboard nominated four directors to the Board. On October 15, 2025, Starboard Value LP
activismweekly
13D weekly report - August 25, 2025 to August 29, 2025
Table of content
Braemar Hotels & Resorts Inc (BHR) and Ghassemieh Group enter into Cooperation Agreement
Key Summary: On June
activistletters
Inspirato (ISPO) Faces Stoney Lonesome Opposition: Activist Investor Warns of Value Destruction in Proposed Buyerlink Deal
Summary
Stoney Lonesome HF LP, Inspirato’s largest minority shareholder, opposes the proposed reverse merger with Buyerlink, calling it value-destructive,
activistletters
Hartman Shareholder Alliance Challenges Silver Star Properties (SLVS) Board Over Meeting Delay, SEC Misstatements, and Governance Failures
Summary
On August 26, 2025, the Hartman Shareholder Alliance, led by Al Hartman, sent a letter criticizing Silver Star’s
activismweekly
13D weekly report - August 18, 2025 to August 22, 2025
Table of content
Poplar Point Engages Resources Connection, Inc (RGP) on Cost Cuts and Divestitures
Key Summary: On August 21,
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