Ortelius Advisors Pushes for Board Overhaul at Brookdale Senior Living (BKD) After Stock Underperformance and CEO Exit
Summary
Ortelius Advisors, owning a significant stake in Brookdale Senior Living, is urging shareholders to support its six independent director
activistletters
BML Capital Presses ESSA Pharma (EPIX) for Shareholder Payout via Liquidation, Sale, or Special Dividend
Summary
On April 24, 2025, BML Capital Management, which holds 9.5% of ESSA Pharma’s outstanding shares, sent a
activistletters
National Health Investors (NHI) Faces Land & Buildings’ Challenge Over “Country Club” Board and Poor Oversight
Summary
The presentation by Land & Buildings (April 24, 2025) criticizes National Health Investors (NHI) for poor governance and underperformance.
activistletters
H Partners Presses for Change at Harley-Davidson (HOG), Urges Shareholders to Withhold Votes from Zeitz, Linebarger, and Levinson over Underperformance and Poor Oversight
Summary
H Partners, Harley-Davidson’s largest investor, is urging shareholders to withhold votes from CEO/Chairman Jochen Zeitz, Presiding Director
activistprofile
Outerbridge Capital Management LLC
I. Basics
Outerbridge Capital Management, LLC is a New York-based investment adviser that typically invests across the technology and technology-impacted
activistcompany
Outerbridge Capital reaches agreement with Barnes & Noble Education (BNED)
Key Summary: From June 2020 to June 2022, Outerbridge Capital engaged with the company via cooperation agreements—starting with board
activistprofile
22NW Fund, LP
I. Basics
22NW is a specialist microcap investment firm founded in 2015 and based in Seattle, WA. The firm runs
Key Summary: On April 21, 2025, Value Base Ltd (5.85%) opposed the Board's adoption of a Poison
activistcompany
Engine Capital Withdraws Board Slate Following $750M Buyback Commitment by Lyft (LYFT)
Key Summary: On April 16, 2025, Engine Capital, owning ~1%, nominated Alan L. Bazaar and Daniel B. Silvers for election
activistcompany
Woodbridge Nominates Two Directors to Replace Retiring Thomson Reuters (TRI) Board Member
Key Summary: On April 16, 2025, Woodbridge nominated Michael Friisdahl and Paul Sagan to replace retiring director W. Edmund Clark
activistcompany
BML Capital Calls for Liquidation and Cash Return at Elevation Oncology (ELEV)
Key Summary: On April 16, 2025, BML Capital Management sent a letter to the Board expressing its belief that an
activistcompany
BML Investment Partners Urges ESSA Pharma (EPIX) to Liquidate and Return Cash to Shareholders
Key Summary: On April 15, 2025, Soleus Capital (5.1%) urged ESSA Pharma to wind down operations and return cash
activistcompany
Altai Capital Management entered into a Cooperation Agreement with Digimarc Corp (DMRC)
Key Summary: On April 14, 2025, Ocho Investments (5.2%) urged Digimarc’s Board to replace the CEO, citing poor
activistcompany
Palogic Value Fund Urges OpenLending (LPRO) to Explore Strategic Alternatives
Key Summary: On April 14, 2025, Palogic Value Fund (5.8%) expressed concerns about OpenLending’s executive turnover, limited market
activistcompany
Starboard supports Skyworks’ two-step merger to acquire Qorvo, Inc (QRVO)
Key Summary: On April 14, 2025, Starboard nominated Peter A. Feld to the Board. On May 19, 2025, the company
activistcompany
Daniel J. Mangless nominated Board candidates to Zevra Therapeutics (ZVRA)
Key Summary: Daniel J. Mangless, who successfully elected three nominees to the Board at the 2023 AGM, filed proxy materials
activistcompany
Harley-Davidson (HOG) Shareholders Elect All of the Company's Director Nominees at Annual Meeting
Key Summary: H Partners Management disclosed an 8% stake in Harley-Davidson in December 2021, raising concerns about executive compensation, governance,
activistcompany
Meruelo Offers Board Role After Discussing Debt Plans with Bausch Health Companies (BHC)
Key Summary: On March 31, 2025, Mr. Meruelo (9.99%) discussed debt refinancing and future plans with CEO Thomas Appio
