activistcompany
Gerald J. Ford Opposes Hilltop Holdings (HTH) Board and Executive Pay in Proxy Vote
Key Summary: On July 17, 2025, Gerald J. Ford submitted proxies for the July 24 meeting to vote 15.6M
activistcompany
Profile of companies that are targetted by activists
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Freeze Tag (FRZT) Executives Resign Following Shareholder Action; Louise Vardeman Joins Board
Key Summary: On July 10, 2025, shareholders led by Rob and Don Vardeman (65.92% voting power) submitted a consent
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Robert Leshner Seeks Board Overhaul and Strategic Shift at LQR House Inc (YHC)
Key Summary: On July 14, 2025, Robert Leshner (57%) launched a push to replace the board, pursue strategic alternatives, and
activistcompany
Biglari Holdings files 13D after Jack in the Box Inc (JACK) adopts poison pill
Key Summary: On July 10, 2025, Biglari Holdings filed a 13D after the Board adopted a poison pill, indicating potential
activistcompany
HCI Grove entered into a letter agreement with Grove Collaborative Holdings, Inc (GROV)
Key Summary: On July 8, 2025, Jason H. Karp and HCI Grove, LLC (5.4%) urged the Board to explore
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Starboard Plans Engagement on Value Creation with TripAdvisor, Inc (TRIP)
Key Summary: On July 3, 2025, Starboard (9%) said it plans to engage with management and the Board on value
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Bradley L. Radoff and JEC II Associates reached agreement with VirnetX Holding Corporation (VHC)
Key Summary: In early 2023, Bradley L. Radoff and JEC II Associates (6.6%) nominated Radoff and Torok for the
activistcompany
Bradley L. Radoff and JEC II Associates reached an agreement with Sesen Bio, Inc (SESN)
Key Summary: Between September 2022 and February 2023, Bradley L. Radoff and JEC II Associates opposed the proposed merger between
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Bradley L. Radoff increased his stake after reaching agreement with Newpark Resources (NR)
Key Summary: In February 2022, Bradley L. Radoff disclosed a 5.5% active stake and engaged with the company on
activistcompany
Roumell Asset Management reduced its stake to below 5% in Enzo Biochem (ENZ)
Key Summary: Between 2020 and 2022, multiple investors actively pushed for governance changes and strategic alternatives at the company. Harbert
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Hill Path Capital increased its stake after initiating discussions with Ruth's Hospitality Group (RUTH)
Key Summary: In November 2021, Hill Path Capital disclosed a 6% stake and indicated ongoing engagement with management and the
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Hill Path Capital increased its stake after securing a Board seat in SeaWorld Entertainment (SEAS)
Key Summary: Between 2016 and 2020, Hill Path Capital steadily increased its stake from 7.7% to 34.8%, joined
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Philotimo Fund reaches agreement with Orion Energy Systems, Inc. (OESX)
Key Summary: On January 3, 2023, Philotimo Fund and Charles McDulin (5.2%) entered into a cooperation agreement with the
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Kanen Wealth Management/ Philotimo Fund opines ODP Corp (ODP) could trade more than 8x its current trading price
Key Summary: On January 25, 2021, ODP entered a Cooperation Agreement with HG Vora (9.5%), appointing Marcus B. Dunlop
activistcompany
Kanen Wealth Management LLC delivers letter to Board of Lazydays Holdings (LAZY)
Key Summary: On November 30, 2021, Kanen Wealth Management/Philotimo Fund (8.3%) urged the Board to replace CEO William
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ICV Partners acquired Diversified Restaurant Holdings (SAUC)
Key Summary: Kanen Wealth Management/Philotimo Fund initially disclosed a 5.49% stake in August 2017, aiming to discuss capital
activistcompany
Kanen Wealth Management increased its stake in Astea International (ATEA)
Key Summary: On September 28, 2018, Kanen Wealth Management (9.1%) raised concerns over ATEA’s capital structure, citing its
activistcompany
Kanen Wealth Management decreased its stake after securing Board seats in Aqua Metals (AQMS)
Key Summary: In 2018, Kanen Wealth Management/Philotimo Fund (7.9%) launched a proxy contest, nominating five candidates to Aqua