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

activistcompany

Kanen Wealth Management LLC delivers letter to Board of Lazydays Holdings (LAZY)

Key Summary: On November 30, 2021, Kanen Wealth Management/Philotimo Fund (8.3%) urged the Board to replace CEO William
activistcompany

ICV Partners acquired Diversified Restaurant Holdings (SAUC)

Key Summary: Kanen Wealth Management/Philotimo Fund initially disclosed a 5.49% stake in August 2017, aiming to discuss capital
activistcompany

Kanen Wealth Management increased its stake in Astea International (ATEA)

Key Summary: On September 28, 2018, Kanen Wealth Management (9.1%) raised concerns over ATEA’s capital structure, citing its
activistcompany

Kanen Wealth Management decreased its stake after securing Board seats in Aqua Metals (AQMS)

Key Summary: In 2018, Kanen Wealth Management/Philotimo Fund (7.9%) launched a proxy contest, nominating five candidates to Aqua
activistcompany

Kanen Wealth Management/ Philotimo Fund reaches agreement with 1847 Goedeker Inc (GOED)

Key Summary: Kanen Wealth Management/Philotimo Fund (initially 6.6%) sought Board representation in June 2021, highlighting e-commerce expert Mehran
activistletters

Silver Star Properties REIT (SLVS) Faces Activist Campaign as Thomas–Longnecker–Hartman Team Pledges Governance Reform and Shareholder Payouts

Summary On June 20, 2025, the Hartman Shareholder Alliance urged shareholders to support a new board slate—Thomas, Longnecker, and
activistletters

Hartman Shareholder Alliance Accuses Silver Star Properties REIT (SLVS) of Poison Pill Abuse and Illegal Voting Manipulation

Summary On June 23, 2025, the Hartman Shareholder Alliance accused Silver Star Properties REIT’s Board of triggering a poison
activistletters

Askeladden Capital and Samir Patel Challenge AstroNova (ALOT) Board for Breach of Trust, Entrenchment, and Failure to Address Shareholder Value

Summary On June 24, 2025, Samir Patel and Askeladden Capital criticized AstroNova's Board for breaching confidentiality and misrepresenting
activistletters

Findell Capital Escalates Proxy Fight at Oportun (OPRT) as Founder Gutierrez Slams Governance, Urges Shareholders to Support Board Refresh

Summary Findell Capital’s June 23, 2025 presentation pushes back against Oportun’s defense, stressing that founder James Gutierrez endorsed
activistprofile

Logos Global Management

I. Basics Logos Global Management, LP (also known as Logos Capital) is a San Francisco–based investment firm specializing in
activistprofile

Charles Frischer

I. Basics Charles L. Frischer is a seasoned investment professional currently serving as an Independent Director at Altisource Asset Management
activistprofile

HIC 2, LLC

I. Basics HIC 2, LLC is a privately funded Delaware equity vehicle based in New Jersey, led by Vice President
activistprofile

BBRC International

I. Basics BBRC International Pte Ltd is the investment vehicle of billionaire Brett Blundy, rooted in his retail and consumer
activistprofile

Ortelius Advisors, L.P.

I. Basics Founded in 2015 by Peter DeSorcy and H.R.H. Prince Pavlos, Ortelius Advisors is an activist hedge
activistprofile

Daniel J. Mangless

I. Basics Daniel J. Mangless is a Wisconsin-based activist investor, residing in De Pere, WI. While not operating a traditional
activistprofile

Zuma Capital Management

I. Basics Zuma Capital is a nimble, activist-focused investment advisor led by Brent Morrison. With modest assets under management, it
activistprofile

Wuller Ransom Paul

I. Basics Ransom P. Wuller is the founder and first stockholder of AEye, Inc., where he served on the board
activistprofile

Winvest Investment Fund Management Corp.

I. Basics Winvest Investment Fund Management is a boutique Bellevue-based value hedge fund investing in distressed S&P 500