activistcompany
Kanen Wealth Management/ Philotimo Fund reaches agreement with 1847 Goedeker Inc (GOED)
Key Summary: Kanen Wealth Management/Philotimo Fund (initially 6.6%) sought Board representation in June 2021, highlighting e-commerce expert Mehran
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Toro 18 Holdings withdrew its nomination at Turtle Beach (HEAR); Turtle Beach appoints William Wyatt, the Founder and CIO of The Donerail Group to the board
Key Summary: Toro 18 Group (up to 8.4%) launched a proxy campaign in early 2023, nominating directors and pushing
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Sudbury Capital Fund requested a Board seat in Optex Systems Holdings (OPXS)
Key Summary: Henry Partners (9.8%) raised concerns in October 2019 about the company’s governance and executive pay, urging
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Eric Semler and William H.C. Chang secured board seats in Semler Scientific (SMLR)
Key Summary: On April 19, 2023, Eric Semler and William H.C. Chang entered into a cooperation agreement with the
activistcompany
Paragon Technologies solicits votes for the election of its nominees at Rubicon Technology (RBCN)
Key Summary: Between 2016 and 2022, Paragon Technologies repeatedly challenged Rubicon’s leadership through board nominations, proxy contests, and public
activistcompany
Paragon Technologies terminates discussions with AeroCentury (ACY)
Key Summary: Paragon Technologies urged AeroCentury to delay its June 9, 2020 annual meeting to allow fair nomination of directors.
activistcompany
Leaf Group (LEAF) Announces Shareholder Approval of Merger Agreement with Graham Holdings
Key Summary: In 2019 and 2020, Osmium Partners (initially 7.8%) led multiple campaigns urging Leaf Group to sell its
activistcompany
Trecora Resources enters into a definitive agreement to be acquired by an affiliate of Balmoral Funds; Pangaea withdrew its nomination of candidates
Key Summary: Bradley L. Radoff, increasing his stake from 3.6% to 6%, criticized the board’s handling of M&
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Charles Frischer urges Regional Health Properties (RHEP) to Engage on 99% Premium Offer
Key Summary: On June 18, 2025, Charles Frischer urged the Board to engage with a buyer offering a 99% premium,
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Hill Path Gains Third Board Seat with One-Time Waiver at United Parks & Resorts Inc (PRKS)
Key Summary: At the June 13, 2025 meeting, stockholders elected Aayushi Dalal, Mr. Chambers, and Mr. Ross to the Board,
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HIC 2, LLC to Nominate Additional Board Members to Boxlight Corp (BOXL)
Key Summary: On June 18, 2025, HIC 2, LLC announced its intention to nominate additional candidates for the board.
Market
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Logos Global Management Reiterates Urgent Strategic Reset with $700M Capital Return and Cost Cuts at Arvinas, Inc. (ARVN)
Key Summary: On June 10, 2025, Logos Global Management (6.4%) urged the board to undertake a strategic reset, calling
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BML Capital Opposes Ikena (IKNA) -Inmagene Merger, Urges Winddown and Cash Return
Key Summary: On June 16, 2025, BML Capital (8.4%) opposed Ikena’s merger with Inmagene, calling Inmagene overvalued and
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The Irrevocable Trust for Raymond Ni withdrew director nomination at HF Foods Group (HFFG)
Key Summary: In May 2023, The Irrevocable Trust for Raymond Ni (11.2%) filed proxy materials nominating five directors but
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Inherent Credit Opportunities Master submitted an indicative proposal outlining a potential restructuring to Cazoo Group Ltd (CZOO)
Key Summary: Between March and May 2023, Viking Global Investors, Farallon funds, and later D1 Capital Partners, Inherent Credit Opportunities
activistcompany
loanDepot (LDI) announces settlement and cooperation agreement with Anthony Hsieh
Key Summary: Between February and April 2023, Anthony Hsieh, founder and 68.9% voting stockholder of loanDepot, nominated Steve Ozonian
activistcompany
RC Ventures reaches agreement with Gamestop Corp (GME)
Key Summary: RC Ventures, Scion Asset Management, and Hestia Capital/Permit Capital actively engaged with GameStop to drive shareholder value
activistcompany
BBRC International Pushes for Leadership Change at Victoria’s Secret (VSCO)
Key Summary: On June 9, 2025, BBRC International (12.9%) urged Victoria’s Secret to address value destruction, citing a
