activistprofile
MFN Partners, LP
I. Basics
MFN Partners Management is a Boston-based hedge fund managing over $9.1 billion in discretionary assets as of
Research Team
activistprofile
MCI, LC
I. Basics
MCI is an American multinational conglomerate holding company headquartered in Miami Beach, FL, USA. With a diverse lineup
activistprofile
Marlton Partners
I. Basics
Marlton Partners L.P. is a Chicago-based, privately held investment firm led by James C. Elbaor. The firm
activistprofile
Daniel John Mangless
I. Basics
Daniel John Mangless is an American activist investor operating from De Pere, WI.
II. Letters & Presentations
Letters
activistprofile
Lee Elvin Sanghwan
I. Basics
Lee Elvin Sanghwan is a U.S.‐based activist investor noted for accumulating just over 6% of Salarius
activistprofile
LB Partners LLC
I. Basics
LB Partners LLC is a Virginia-based investment adviser formed in January 2020, principally owned by Charles P. Cocke,
activistprofile
David E. Lazar
I. Basics
David Lazar is currently the CEO of Activist Investing which specializes in "Turnaround Situations" via Activist
activistletters
Victoria’s Secret (VSCO) Faces Barington Capital Criticism Over $2.4B Value Loss, Weak Strategy, and Governance Failures
Summary
Barington Capital, a >1% shareholder of Victoria’s Secret, expressed concern over the company’s significant underperformance since
activistletters
Oportun (OPRT) Faces Proxy Fight as Findell Capital Pushes Board Refresh, Nominates Warren Wilcox to Drive Oversight and Value
Summary
Findell Capital Partners, Oportun’s largest shareholder, contends that years of poor governance, unchecked costs, and ill-conceived acquisitions—most
activistletters
Silver Star Properties (SLVS) Faces Hartman Shareholder Alliance Push for Leadership Change After 70% Value Loss
Summary
On June 16, 2025, the Hartman Shareholder Alliance issued a letter condemning Silver Star Properties REIT’s “New Direction
activistletters
Ortelius Advisors Targets Brookdale Senior Living (BKD) Board, Nominates Six Directors Amid Debt and Lease Strategy Criticism
Summary
On June 16, 2025, Ortelius Advisors issued a letter urging Brookdale Senior Living shareholders to vote for its six
activistletters
Ikena Oncology (IKNA): BML Capital (8.4%) Opposes Inmagene Reverse Merger, Urges Winddown and Cash Return
Summary
On June 16, 2025, BML Capital Management, owning 8.4% of Ikena Oncology (IKNA), publicly opposed the proposed reverse
13D weekly report - June 09, 2025 to June 13, 2025
Table of content
BBRC International Pushes for Leadership Change at Victoria’s Secret (VSCO)
Key Summary: On June 9, 2025,
activistletters
Findell Capital (7.4% Holder) Rebuts Oportun Financial (OPRT) Claims, Pushes for Board Refresh and Independent Oversight
Summary
On June 13, 2025, Findell Capital, a 7.4% shareholder of Oportun Financial, issued a letter challenging the company’
activistletters
Vivo Capital (8% Holder) Challenges Sinovac Biotech (SVA) Board Over Governance Failures and Dividend Misrepresentations
Summary
On June 13, 2025, Vivo Capital, an 8% shareholder in Sinovac Biotech, issued a letter addressing what it calls
activistletters
Hartman Shareholder Alliance Challenges Silver Star Properties (SLVS) “New Direction Plan,” Urges Capital Return and Board Change
Summary
On June 13, 2025, the Hartman Group criticized Silver Star Properties’ reinvestment of $395M in asset sale proceeds into
activistprofile
Knighted Pastures LLC
I. Basics
Knighted is the largest provider of Third-Party Player Proposition Services for the California card room industry. Knighted aims
activistprofile
Daniel Khoshaba
I. Basics
Daniel Khoshaba is a seasoned investor and entrepreneur with a track record spanning manufacturing, finance, and real estate.
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