activistletters
Mehran Nia, Former CEO of CarParts.com (PRTS), Seeks Return via Board Nominations After Stock Collapse
Summary
Mehran Nia, co-founder and former CEO of CarParts.com, has notified the board of his intent to nominate himself
activistletters
Starboard Value Pressures News Corp (NWSA) Board to Eliminate Dual-Class Structure, Citing Governance Risks and Shareholder Discount
Summary
Starboard Value, a major shareholder of News Corp, issued a letter urging investors to support its proposal at the
activismweekly
13D weekly report - Sep 02, 2024 to Sep 06, 2024
Table of content
Voss Capital Explores Shareholder Value Maximization, Including Potential Sale at International Money Express, Inc (IMXI)
Key Summary:
activistcompany
GP Parties signed a Cooperation Agreement with IZEA Worldwide, Inc (IZEA)
Key Summary: On September 6, 2024, GP Parties signed a Cooperation Agreement with the company.
Market Cap: $40 million| IZEA
activistletters
Politan Presses Masimo (MASI) Investors to Back Board Change, Citing Centerview Warning on Consumer Spinoff and Kiani’s Entrenchment
Summary
Politan Value reiterated to Masimo shareholders that voting for both of its nominees – Darlene Solomon and Bill Jellison – is
activistletters
Autodesk (ADSK) Faces Starboard Value Criticism for Shareholder Underperformance, Compensation Practices, and Misleading Disclosures
Summary
GAMCO Asset Management, holding 8.3% of Dril-Quip, wrote to Chairman John V. Lovoi stating it will vote against
activistcompany
GAMCO Opposes Dril-Quip's (DRQ) Merger with Innovex
Key Summary: On August 7, 2024, GAMCO sent a letter to the Chairman, stating it will vote “Against” the merger
activistletters
Bitfarms (BITF): Riot Reduces Board Slate to Two Nominees, Warns Against Entrenchment and $175M Stronghold Deal
Summary
Riot, Bitfarms’ largest shareholder with 19.9%, urged further boardroom change ahead of the October 29 special meeting, reducing
activistletters
Hoche Partners Pressures Procaps (PROC) Board Over Accounting Concerns, Auditor Distrust, and Lack of Transparency
Summary
Hoche Partners Pharma Holding sent a strongly worded letter to Procaps’ board on September 3, 2024, criticizing management for
activistcompany
Hoche Partners Criticizes Procaps (PROC) for Delayed Disclosures and Management Issues
Key Summary: On September 3, 2024, Hoche Partners criticized Procaps Group's press release for delaying disclosures, manipulating financials,
activistcompany
Outerbridge Capital Acknowledges Operational Improvements and SECaaS Expansion at Allot Ltd. (ALLT)
Key Summary: Between 2021 and 2024, Outerbridge Capital and QVT Financial supported Allot’s growth, particularly in cybersecurity and SECaaS,
activistcompany
Riverstyx Fund nominees were elected to the Board of Charles & Colvard (CTHR)
Key Summary: On Sep 25, 2025, Riverstyx Capital Management nominated four Board candidates. On December 5, 2025, the company announced
activistcompany
Value Base Urges Cognyte (CGNT) Shareholders to Vote for its Highly Qualified Director Candidate and Against Certain Company Proposals
Key Summary: On June 26,2024, Value Base Ltd (9.41%) proposed that the Company nominate Mr. Yaacobi, Managing Partner
activistletters
Value Base (9.3% Holder) Pushes Cognyte Software (NASDAQ: CGNT) to Oust Chairman Shanks Over Governance and Compensation Failures
Summary
Value Base, the largest shareholder of Cognyte Software (CGNT) with a 9.3% stake, issued a presentation criticizing the
activistletters
Elliott Investment Management Presses Southwest Airlines (NYSE: LUV) for Leadership Overhaul, Board Refresh, and Comprehensive Strategy Shift
Summary
Elliott Investment Management, one of Southwest Airlines’ largest shareholders, blasted years of mismanagement by Executive Chairman Gary Kelly and
activistcompany
EcoR1 Capital secured Board seat in Galapagos (GLPG)
Key Summary: On August 23, 2024, EcoR1 Capital (9.9%) announced plans to discuss company performance, operations, strategic opportunities, and
activistcompany
Thomist Capital Proposes Strategic Initiatives to Boost Shareholder Value at Peabody Energy Corporation (BTU)
Key Summary: On August 20, 2024, Thomist Capital (9.96%) proposed strategies to enhance shareholder value, including a share buyback
