The 13D Report
The 13D Report
Shareholder activism
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Research Team

activistcompany

Global Net Lease, The Necessity Retail REIT (RTL) and AR Global Enter into Cooperation Agreement with Blackwells Capital

activistcompany

Shareholders voted against the merger agreement of Monmouth Real Estate Investment Corporation with Equity Commonwealth

activistprofile

Blackwells Capital

I. Basics Blackwell Capital Group, LLC, is a privately held investment firm focused on acquiring majority interest in small, Midwestern
activistcompany

Blackwells Capital opposes the cockamamie merger with Global Net Lease, Inc (GNL)

activistcompany

Colony Capital (CLNY) Reaches Cooperation Agreement with Blackwells Capital

activistprofile

B. Riley Financial

I. Basics B. Riley Financial (Nasdaq: RILY) ("B. Riley") is a diversified financial services platform that provides collaborative
activistcompany

B. Riley Financial, Inc secured a Board seat in TheMaven (MVEN)

activistletters

Shah Capital Urges Sale of Novavax (NVAX) After Criticizing Strategy, Dilution, and Vaccine Rollout Missteps

Summary Shah Capital, an 8.3% shareholder, sharply criticizes Novavax for catastrophic Covid season execution, negligible Nuvaxovid uptake, poor communication,
activistcompany

BML Capital condemns Adverum Biotechnologies, Inc (ADVM) merger with Eli Lilly as flawed and value-destructive

activistprofile

Lynx1 Capital Management

I. Basics Lynx1 Capital Management is a Puerto Rico-based hedge fund manager founded in 2020 that primarily invests in U.
activistcompany

Lynx1’s Nominees were not elected to the Board of Neuphoria Therapeutics (NEUP)

activismweekly

13D weekly report - November 03, 2025 to November 07, 2025

Table of content Larson Family Trust urges governance reforms and strategic review, warns of potential liquidation at Immersion Corp (IMMR)
activistletters

Carronade Capital Targets Cannae Holdings (CNNE) With Campaign for Board Refresh and Strategic Shift to Unlock NAV Discount

Summary Carronade argues that Cannae has suffered years of severe underperformance, conflicted governance tied to Bill Foley, opaque private-asset valuations,
activistletters

DOMA Perpetual Capital Pressures Pacira (PCRX) to Hire Bankers as Activist Blasts Spending, Dilution, and Governance Failures

Summary DOMA Perpetual Capital Management, now a 6.8% shareholder, accuses Pacira’s board and management of years of underperformance,
activistletters

GVIC Challenges Hooker Furnishings (HOFT) Board Over Strategy, Oversight Failures, and Lack of Shareholder Alignment

Summary GVIC, a 5.19% shareholder of Hooker Furnishings, faults the board for years of strategic missteps, value-destroying decisions, weak
activistletters

Biglari Capital Escalates Fight at Cracker Barrel (CBRL), Blasting Rebrand, Governance Failures, and Strategic Missteps

Summary Biglari Capital urges Cracker Barrel shareholders to vote against CEO Julie Felss Masino and director Gilbert Dávila, arguing the
activistletters

Hartman Shareholder Alliance Slams Silver Star Properties (SLVS) for Governance Failures, Proxy Abuses, and Collapse in Portfolio Performance

Summary The Hartman Shareholder Alliance accuses Silver Star’s leadership of presiding over severe value destruction, broken promises, undisclosed risks,
activistprofile

Price Adrian

I. Basics Price Adrian is an activist shareholder in Alaunos Therapeutics with notable voting influence and has made recent disclosures