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
activistcompany
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
activistcompany
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
activistcompany
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
activistcompany
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
activistcompany
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
activistcompany
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
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
activistcompany
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
activistcompany
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
activistcompany
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
