activistcompany
Sherborne Investors Amends Agreement with Navient Corp (NAVI)
Key Summary: Sherborne Investors Management disclosed a 6.8% stake in March 2022, engaging with the company on capital allocation,
Research Team
activistletters
Fund 1 Investments Proposes Acquisition of Destination XL (DXLG), Citing Retail Strength and Liquidity Challenges
Summary
Fund 1 Investments submitted a non-binding proposal to acquire all outstanding shares of Destination XL Group (DXLG) it does
activismweekly
13D weekly report - Dec 16, 2024 to Dec 20, 2024
Table of content
Dr. Hou Challenges Mo Chen’s Control, Calls for Liquidation at TuSimple Holdings (TSP)
Key Summary: Dr.
activistletters
Goodwood Inc. Targets COSCIENS Biopharma (CSCI) Over Cash Burn, Weak Strategy, and Board Accountability
Summary
Goodwood, owning 8.2% of COSCIENS, criticizes the board for burning $11.6M cash in nine months while generating
activistcompany
Mantle Ridge secured three Board seats at Air Products And Chemicals, Inc. (APD)
Key Summary: On November 19, 2024, Mantle Ridge filed proxy materials nominating nine nominees for election to the Board at
activistcompany
Goodwood Inc. Demands Strategic Overhaul and Board Restructuring at COSCIENS Biopharma Inc (CSCI)
Key Summary: On December 19, 2024, Goodwood Inc. urged the Board to cut excessive R&D spending, adopt a
activistletters
Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.
Letter Dated December 19, 2024 From Goodwood, Inc. To Cosciens Biopharma Inc.
GOODWOOD INC.
132 Trafalgar Road
Oakville, Ontario
L6J
activistcompany
180 Degree Capital Corporation (TURN) and Mount Logan Capital complete merger
Key Summary: On December 17, 2024, Marlton Partners criticized TURN’s -37.3% NAV decline since 2017 and a 26%
activistletters
Lamb Weston (LW): JANA Partners Urges Board and Leadership Overhaul, Warns Sale Should Be Considered
Summary
JANA Partners (5%+ holder) demands significant board and leadership change at Lamb Weston, citing years of underperformance, self-inflicted operational
activistletters
Marlton Partners Challenges 180 Degree Capital (TURN) Board, Urges Capital Return Plan to Eliminate NAV Discount
Summary
Marlton, owning a significant stake in TURN, criticizes CEO/Chair Kevin Rendino and the board for destroying value—NAV
activistletters
Marlton Partners Pushes for Board Change at 180 Degree Capital (TURN), Citing -37% NAV Decline and Governance Failures
Summary
Marlton Partners, owning shares in 180 Degree Capital (TURN), criticizes CEO/Chair Kevin Rendino and the Board for seven
activistcompany
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
activistcompany
Radoff reaches agreement with Atea Pharmaceuticals, Inc (AVIR)
Key Summary: BML Investment Partners (8.1%) urged the Board on December 13, 2024, to seek a strategic partner or
activismweekly
13D weekly report - Dec 09, 2024 to Dec 13, 2024
Table of content
Barington Capital Group and Thor Equities issued an investor presentation on Macy's, Inc (M)
Key
activistletters
Atea Pharmaceuticals (AVIR): BML Investment Partners (8.1% Holder) Urges Strategic Partner Before Phase 3 Trial
Summary
BML Investment Partners (8.1% holder of Atea Pharmaceuticals) questions the lack of insider confidence following favorable Phase 2
activistcompany
Daktronics (DAKT) and Alta Fox Enter into Cooperation Agreement
Key Summary: Alta Fox Capital (11.7%) has criticized Daktronics’ governance and underperformance, citing nepotism and poor leadership under the
activistcompany
Mounts Gonzales, President and Sole Managing Member of The AI Catalyst Fund secured Board seat at ModivCare (MODV)
Key Summary: On March 6, 2025, the company appointed Mr. Mounts Gonzales, President and Sole Managing Member of The AI
activistcompany
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
Key Summary: On December 13, 2024, GAMCO sent a presentation to the company's directors, outlining its views on
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