The 13D Report
The 13D Report
Shareholder activism
⌘K
Signup free

Research Team

activismweekly

13D weekly report - Nov 04, 2024 to Nov 08, 2024

Table of content Converium Capital and Erez Asset Management Initiate Governance Discussions with Franklin Street Properties Corp (FSP) Key Summary:
activistletters

Moe Shaltout & Ravi Desai Join Pacific Coast Oil Trust (ROYTL) Unitholder Revolt, Target PCEC and Trustee Over Alleged Mismanagement and ARO Manipulation

Summary Moe Shaltout and Ravi Desai, fellow unitholders of Pacific Coast Oil Trust, accuse operator PCEC and Trustee Sarah Newell
activistletters

Oaktree Capital (7.5%) Pressures Indivior (INDV) on Strategy, Cost Structure, and Brixadi Threat After 50% Stock Drop

Summary Oaktree Capital, a 7.5% shareholder in Indivior, sharply criticized the company’s collapsing share price and repeated strategic
activistcompany

Converium Capital and Erez Asset Management reaches agreement with Franklin Street Properties Corp (FSP)

Key Summary: On November 5, 2024, Converium Capital and Erez Asset Management announced discussions with the Board on governance, board
activistcompany

Joseph Stilwell Urges Central Plains Bancshares (CPBI) to Conduct Substantial Stock Buybacks below Tangible Book Value

Key Summary: On November 5, 2024, Joseph Stilwell expressed intent to collaborate with management and the Board to enhance shareholder
activismweekly

13D weekly report - Sep 30, 2024 to Oct 04, 2024

Table of content Oaktree Capital Group Holdings Plans Strategic Discussions to Enhance Shareholder Value at Indivior (INDV) Key Summary: On
activistcompany

Corvex Management Commends MDU Resources (MDU) for its Successful Spinoff of Everus Construction

activistcompany

Corvex Management Commends MDU Resources (MDU) for its Successful Spinoff of Everus Construction

Key Summary: On August 8, 2022, Corvex Management (5%) praised the Board for the tax-free spinoff of Knife River, viewing
activistcompany

Global Value Investment Corp Seeks Governance Changes at Rocky Mountain Chocolate Factory (RMCF) Ahead of 2025 Annual Meeting

Key Summary: On October 29, 2024, Global Value Investment Corp held a telephonic meeting with some directors of the company,
activistletters

Biglari Capital Challenges Cracker Barrel (CBRL) Transformation Plan, Calls Out Value Destruction and Pushes for Boardroom Change

Summary Biglari Capital is urging Cracker Barrel shareholders to vote for its nominees—Sardar Biglari, Milena Alberti-Perez, and Michael Goodwin—
activistcompany

Nant Capital initiated discussions with Panbela Therapeutics (PBLA)

Key Summary: On October 29, 2024, Nant Capital (33.3%) engaged with management, the board, and significant shareholders about strategies
activistcompany

GAMCO Presses for Transparency in Paramount(PARA)-NAI Deal After Court Finds Credible Basis for Wrongdoing

Key Summary: On October 25, 2024, GAMCO (11.82%) issued a press release urging Paramount’s board to review Project
activismweekly

13D weekly report - Oct 21, 2024 to Oct 25, 2024

Table of content Glendon Capital Management Sends Letter to Frontier Communications (FYBR) Opposing Sale to Verizon for $38.50 Per
activistcompany

Maple Rock Capital Seeks Board Expansion and Leadership Dialogue at Algoma Steel Group Inc

Key Summary: On October 25, 2024, Maple Rock Capital Partners urged the Board to engage in discussions about the company’
activistcompany

Glendon Capital Management Sends Letter to Frontier Communications (FYBR) Opposing Sale to Verizon for $38.50 Per Share

Key Summary: On October 23, 2024, Glendon Capital Management (9.7%) opposed Verizon's proposed acquisition of Frontier Communications
activistcompany

Joseph Stilwell Backs Generations Bancorp (GBNY) Sale to ESL Federal Credit Union

Key Summary: On October 8, 2021, Joseph Stilwell (9.91%) expressed concern that the company’s asset value was undervalued
activistcompany

Starboard issued an investor presentation Pfizer Inc (PFE)

Key Summary: On October 20, 2024, Starboard issued an investor presentation analyzing Pfizer Inc., highlighting its contributions to public health
activistcompany

Martin Midstream Partners L.P. Announces Termination of Merger Agreement

Key Summary: On October 22, 2024, Nut Tree Capital Management L.P. and Caspian Capital L.P. announced their opposition