activistcompany
Whetstone Capital Advisors Withdraws Board Nominees Following OptimizeRx Corporation (OPRX) Board Refreshment Plans
Key Summary: On March 6, 2025, Whetstone Capital Advisors (8.2%) provided written notice to the company of its intent
activistcompany
Baker Bros. Advisors secured Board seat in Replimune Group (REPL)
Key Summary: On March 5, 2025, Michael Goller, Baker Bros. Advisors. was appointed to the Board
Market Cap: $886 million
activistletters
Barnwell Industries (BRN) Sherwood Group Launches Consent Solicitation, Seeks to Replace Board and End Entrenchment
Summary
Sherwood Group, owning 29.9% of Barnwell, seeks to remove the remaining board and install five new directors, citing
activistletters
Quanterix (QTRX) Kent Lake Capital Presses for Board Changes and Strategic Alternatives to Unlock Shareholder Value
Summary
Kent Lake Partners, owning ~7.5% of Quanterix, opposes the proposed merger with Akoya Biosciences. They argue the deal
activistletters
Dynavax (DVAX) Deep Track Capital Nominates Four Directors, Criticizes Costly Convertible Notes and Board Governance
Summary
Deep Track Capital, owning 14.34% of Dynavax, is nominating four directors to the board, citing poor capital allocation,
activismweekly
13D weekly report - Mar 03, 2025 to Mar 07, 2025
Table of content
Elliott Investment Management(5.5%) nominated seven director candidates to Phillips 66 (PSX)
Key Summary: On March
activistcompany
Impactive Capital Plans 2026 Board Challenge at WEX Inc. (WEX)
Key Summary: Between March and October 2025, Impactive Capital (6.7–7%) repeatedly criticized WEX’s weak performance, poor governance,
activistletters
Phillips 66 (PSX) Elliott Investment Management Demands Portfolio Streamlining and Stronger Oversight to Unlock Value
Summary
Elliott Investment Management nominated seven directors to Phillips 66’s board, citing poor operational execution, weak capital allocation, and
activistletters
Ingevity (NGVT) Vision One Capital Pushes Full Performance Chemicals Exit, Slams Board’s Capital Allocation Missteps
Summary
Vision One Fund urged Ingevity (NGVT) to explore strategic alternatives, including a potential sale, citing poor stock performance, weak
activistcompany
Brookdale Senior Living Inc (BKD) shareholders elected all the company’s director nominees to the Board
Key Summary: Ortelius Advisors, on March 5, 2025, nominated six new board candidates for Brookdale, citing concerns over underperformance, including
activistletters
Brookdale Senior Living (BKD): Ortelius Advisors Nominates Six Directors, Cites Years of Underperformance and Governance Failures
Summary
Ortelius Advisors (1.3% holder) is nominating six directors to Brookdale Senior Living’s board, citing seven years of
activistcompany
Shareholders elected two company’s director nominees and two Elliott nominees to the Board of Phillips 66 (PSX)
Key Summary: On March 4, 2025, Elliott Investment Management (5.5%) nominated seven independent candidates for Phillips 66's
activistcompany
New Home Co. Completes Acquisition of Landsea Homes Corporation (LSEA)
Key Summary: On March 3, 2025, Mill Road Capital III, L.P. (6.5%) informed the company of its intention
activistcompany
Ranbir Singh entered into a cooperation agreement with Navitas Semiconductor Corp (NVTS)
Key Summary: On February 27, 2025, Ranbir Singh (13.45%), a key stockholder since the 2022 GeneSiC acquisition, raised concerns
activistcompany
Select Equity Group Urges Signet Jewelers (SIG) to explore Strategic Review and Potential Sale
Key Summary: On February 27, 2025, Select Equity Group (9.7%) expressed that the shares are undervalued and recommended exploring
activistletters
U.S. Steel (X) Ancora Urges Board to Delay Annual Meeting, Citing Litigation Over Blocked Nippon Sale
Summary
Ancora urges U.S. Steel to delay its 2025 annual meeting until after there’s clarity on the blocked
activistletters
Signet Jewelers (SIG) Select Equity Urges Board to Explore Sale, Citing Strategic Missteps and Governance Failures
Summary
Select Equity Group (owns ~10% of Signet) is urging the board to explore a sale of the company due
activistcompany
ESL Partners supports $300m Lands’ End (LE) IP monetization joint venture
Key Summary: On February 24, 2025, ESL Partners urged the Board to pursue a sale, citing a sharp stock decline
