activistcompany
Nierenberg Investment Management Proposes Board Efficiency Enhancements at Riverview Bancorp (RVSB)
Key Summary: On August 19, 2024, Nierenberg Investment Management (5%) suggested board efficiency improvements based on David Nierenberg’s experience
activistcompany
Engaged Capital Reaffirms Board Engagement with Portillo's Inc (PTLO) Under Cooperation Agreement
Key Summary: On August 15, 2024, Engaged Capital (9.9%) announced ongoing talks with the Board to unlock value through
activistcompany
Star Equity Presses GEE Group (JOB) for Merger Talks, Citing Prolonged Value Destruction
Key Summary: Star Equity Holdings: On January 22, 2026, Star Equity (5.4%) said GEE Group has ignored its proposal
activistcompany
22NW reached an agreement with Farmer Bros. Co. (FARM)
Key Summary: On September 14, 2022, JCP Investment Management and Bradley L. Radoff, holding 5.3%, nominated three board candidates.
activistcompany
All company nominees elected; Smolyansky slate rejected at Lifeway Foods (LWAY)
Key Summary: Since 2021, Edward and Ludmila Smolyansky have consistently pushed for leadership and governance changes at Lifeway Foods, including
activistcompany
Robert G. Brown nominated Board candidates to SPAR Group Inc (SGRP)
Key Summary: On August 8, 2024, Robert G. Brown submitted a notice nominating four candidates for the Board at the
activistcompany
Sound Financial Bancorp (SFBC) Unveils Director Nominees, Including Stilwell's Representative
Key Summary: Joseph Stilwell sought board representation to maximize shareholder value. On February 14, 2024, his nominee was announced as
activistletters
GAMCO (8.3% Holder) Opposes Dril-Quip (NYSE: DRQ)–Innovex Merger, Citing Offshore Dilution, Debt Load, and Value Destruction
Summary
GAMCO Asset Management, holding 8.3% of Dril-Quip, wrote to Chairman John V. Lovoi stating it will vote against
activistcompany
Heard Capital secured a Board seat in Anterix (ATEX)
Key Summary: On August 6, 2024, at the Annual Meeting, Mr. Heard, CEO of Heard Capital (9.4%), was elected
activistcompany
Starboard Value reaches agreement with Autodesk Inc (ADSK)
Key Summary: Starboard Value LP, holding over $500 million in Autodesk, has raised concerns over misleading billing practices and poor
activistletters
Southwest Airlines (LUV) Targeted by Elliott’s $1.9B Activist Campaign, Citing Poor Execution and Need for Strategy Shift
Summary
Elliott Management, with an 11% stake in Southwest Airlines, is demanding urgent leadership and board changes after years of
activistletters
Southwest Airlines (LUV) Faces Elliott’s Push for Leadership Change After Revenue Cuts, Poison Pill, and Shareholder Backlash
Summary
Elliott Management reiterated its demand for leadership change at Southwest Airlines, stressing that shareholder, analyst, employee, and pilot union
activistletters
Elliott Investment Pushes for Leadership and Board Overhaul at Southwest Airlines (LUV) Amid Strategy and Governance Failures
Summary
The Elliott presentation “Stronger Southwest” argues that Southwest Airlines has lost its edge due to outdated strategy, weak leadership,
activistcompany
Teleios Capital Pursues Strategic Engagement with Management of Quanex Building Products Corporation (NX)
Key Summary: On August 2, 2024, Teleios Capital Partners (9.8%) began talks with management to improve shareholder value through
activistcompany
Wynnefield Group's Director Nominees were elected to the Board of TechPrecision Corporation (TPCS)
Key Summary: On October 28, 2024, Wynnefield Partners filed proxy materials seeking support for its nominees. On December 9, 2024,
activistcompany
Barington Capital Group Proposes Value-Enhancing Strategy for TriMas Corporation (TRS)
Key Summary: Barington Capital Group (1%) advised TriMas Corporation on December 12, 2023, to sell Arrow Engine, improve Aerospace performance,
activistcompany
Enhabit (EHAB) Announces Preliminary Results of 2024 Annual Meeting of Stockholders
Key Summary: On May 9, 2024, AREX Capital (4.8%) criticized Enhabit’s strategic review for undervaluing the company and
activistcompany
Terra Property Trust acquires 5.2% stake in AG Mortgage Investment Trust (MITT)to unlock value
Key Summary: On April 12, 2022, Hill Country Asset Management disclosed an 8.6% stake in the company and announced
