activistcompany
Stilwell group increased its stake in Kingsway Financial Services (KFS)
Key Summary: In January 2009, Stilwell Group secured a settlement leading to the CEO's resignation, board expansion, and
activistcompany
Profile of companies that are targetted by activists
activistcompany
Kanen Wealth Management/ Philotimo fund increased its stake after securing a Board seat in Build-A-Bear Workshop
Key Summary: Kanen Wealth Management/Philotimo Fund disclosed a 9.7% stake on March 26, 2019, and entered a cooperation
activistcompany
Sarissa Capital increased its stake after securing a Board seat in Ironwood Pharmaceuticals
activistcompany
INGLES MARKETS INC. (IMKTA)
Key Summary: Ingles Markets (M. Cap: $732mm as of February 8, 2021) operates supermarkets in the southeastern US. GAMCO, a
activistcompany
Broadwood Partners decreased its stake in OncoCyte Corporation (OCX)
Key Summary: Broadwood Partners, initially disclosing a 13.8% stake in 2016, engaged with the company's management, Board,
activistcompany
Rubric Capital Management and Velan Capital reached an agreement with Heron Therapeutics (HRTX)
Key Summary: Heron Therapeutics (M.Cap: $320M) reached a Cooperation Agreement with Rubric Capital and Velan Capital (13.7% stake)
activistcompany
Gamco reduced its stake in E W Scripps Company (SSP)
Key Summary: E.W. Scripps Company ($1.1B market cap) operates in TV, radio, and digital media. Gamco (16.5%
activistcompany
Trian Fund Management secured Board seats in Invesco Ltd (IVZ)
Key Summary: On October 2, 2020, Trian Fund Management disclosed a 9.9% stake and indicated ongoing discussions with management
activistcompany
Gamco reduced its stake in Lennar Corporation (LEN)
Key Summary: Lennar Corporation (Market Cap: $22.7B in 2020) faced ongoing activism from Gamco over its voting structure and
activistcompany
Prescott expressed its disappointment with the Board of Nature's Sunshine Products (NATR)
Key Summary: Nature's Sunshine Products is a health and wellness company selling nutritional products. Prescott Capital (7.7%
activistcompany
Harbert Discovery Fund Reduced Its Stake in Marchex (MCHX)
Key Summary: Edenbrook Capital steadily increased its stake in Marchex from 2017 to 2020, reaching 19.22%, advocating for strategic
activistcompany
Gamco's Proposal Was Not Approved by the Shareholders of Bel Fuse (BELFA)
Key Summary: Gamco (23.15%) proposed eliminating Bel Fuse's dual-class stock structure in 2017 and allowing Class A
activistcompany
Gamco trimmed its stake after withdrawing its proposal in Ryman Hospitality Properties (RHP)
Key Summary: Ryman, formerly Gaylord Entertainment, converted to a REIT in 2012 despite Gamco's opposition. Gamco, a significant
activistcompany
Gottwald urges Tredegar Corp (TG) to sell assets and go private
Key Summary: On January 14, 2026, John D. Gottwald urged Tredegar’s board to sell its two remaining businesses and
activistcompany
Gamco decreased its stake in Twin Disc (TWIN)
Key Summary: Twin Disc, Inc. manufactures power transmission equipment. Gamco engaged with the company over its poison pill policy in
activistcompany
Edenbrook Capital increased its stake in Frequency Electronics (FEIM)
Key Summary: Frequency Electronics ($83M market cap) faced shareholder activism from Privet Fund and Edenbrook Capital over governance and strategic
activistcompany
Gamco's declassification proposal was approved by the shareholders of NATIONAL FUEL GAS CO (NFG)
Key Summary: National Fuel Gas Company ($3.5B market cap) operates in natural gas production and distribution. Gamco proposed spin-offs,
activistcompany
Caesars Entertainment (CZR) entered into a merger agreement with Eldorado Resorts
Key Summary: On February 19, 2019, Carl Icahn disclosed a 9.78% stake, seeking board representation and proposing a sale