activistletters
Sherwood Group Presses for Change at Barnwell (BRN) as Shareholders Back Nominees, Criticize Board Entrenchment and Performance
Summary
On May 19, 2025, the Sherwood Group, holding ~29.9% of Barnwell Industries, announced strong early support for its
activistcompany
Garden Investment Management entered into a Cooperation Agreement with Middleby Corp (MIDD)
Key Summary: On February 24, 2025, Garden Investment Management entered into a Cooperation Agreement with the company. Pursuant to the
activistcompany
JBS S.A. Shareholders Approve Dual Listing on NYSE and B3
Key Summary: On May 15, 2025, Mason Capital Management (2.4%) urged SEC to investigate ISS and Glass Lewis over
activistcompany
Theofilos and MAZ Partners plan to seek Board, Management changes at electroCore, Inc (ECOR)
Key Summary: On May 14, 2025, Charles S. Theofilos (6%) and MAZ Partners (1.8%) said they are evaluating changes
activistletters
Mason Capital Challenges Proxy Advisors Over JBS S.A. (JBS) NYSE Listing, Cites Conflicts and $16B Value at Risk
Summary
On May 15, 2025, Mason Capital, a 2.4% minority shareholder in JBS S.A., sent a letter to
activistletters
HG Vora Presses for Change at PENN (PENN), Nominates Three Directors to Challenge Failed Strategy and Excessive CEO Pay
Summary
HG Vora, a 4.8% shareholder in PENN Entertainment, criticized the company’s long-term underperformance, failed digital strategy, and
activistletters
Servotronics (SVT) Faces Beaver Hollow Wellness’ Push for Director Change After Cash Collapse and Governance Failures
Summary
Beaver Hollow Wellness (May 13, 2025) launched its S.A.V.E. Servotronics Plan, urging board change after years
activismweekly
13D weekly report - May 05, 2025 to May 09, 2025
Table of content
BML Capital Urges AN2 Therapeutics, Inc. (ANTX) to Liquidate After Drug Failure
Key Summary: On May 7,
activistletters
Dynavax (DVAX): Deep Track Capital (14.8% Holder) Pushes Board Slate, Urges Focus on Heplisav and Capital Returns
Summary
Deep Track Capital, owning ~14.8% of Dynavax, filed a proxy statement urging shareholders to support its board nominees
activistletters
Harley-Davidson (HOG) Faces Intensified H Partners Campaign as Proxy Advisors and Dealers Back Withhold Effort
Summary
The H Partners letter (May 9, 2025) urges Harley-Davidson shareholders to withhold votes from CEO Jochen Zeitz, Thomas Linebarger,
activistletters
Keros Therapeutics (KROS) Faces ADAR1’s Push for Restructuring, $500M Capital Return, and Board Refresh
Summary
ADAR1 Capital (May 2025) blasted Keros Therapeutics for mismanaging its pipeline, wasting cash, and eroding shareholder value. It cites
activistcompany
Wynnefield Partners entered into a cooperation agreement with Quest Resource Holding Corp (QRHC)
Key Summary: On May 7, 2025, the company entered into a cooperation agreement with Wynnefield Partners
Market Cap: $51 million|
activistcompany
BML Capital Urges AN2 Therapeutics, Inc. (ANTX) to Liquidate After Drug Failure
Key Summary: On May 7, 2025, BML Capital (19.1%) urged AN2’s Board to sell or liquidate the company
activistletters
Harley-Davidson (HOG): H Partners Wins Proxy Advisor, Dealer Support to Oust CEO Zeitz and Two Long-Tenured Directors
Summary
H Partners urged shareholders to vote “WITHHOLD” on the re-election of CEO/Chairman Jochen Zeitz, Presiding Director Thomas Linebarger,
activistletters
ADAR1 Capital Presses Keros (KROS) to Halt Value-Destructive Programs, Focus on Takeda Partnership, and Add Shareholder Representation
Summary
ADAR1 Capital, owning 13.3% of Keros Therapeutics, criticized the company’s strategy, citing poor clinical results for two
activistletters
BML Capital Presses AN2 (ANTX) to Return Cash to Shareholders, Warns Against Risky Preclinical Pivot
Summary
BML Capital, owning 19.1% of AN2 Therapeutics, urged the Board to pursue a sale or orderly wind-down of
activistletters
Findell Capital Presses for Change at Oportun (OPRT), Citing Governance Failures, Cost Bloat, and Value-Destructive Acquisitions
Summary
Findell Capital, Oportun’s largest shareholder with a 9.5% stake, is seeking to replace entrenched directors and improve
activistcompany
13D weekly report - Apr 28, 2025 to May 02, 2025
Table of content
Trium Capital Rejects Acelyrin (SLRN)-Alumis Merger, Urges Liquidation Instead
Key Summary: On April 29, 2025, Trium
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