activistletters
Trium Capital Calls on Acelyrin (SLRN) Shareholders to Vote Against Alumis Merger, Citing Cash Discount and Conflicts
Summary
Trium Capital, a shareholder of Acelyrin, opposes the proposed merger with Alumis, arguing it significantly undervalues Acelyrin’s assets—
activistletters
Harley-Davidson (HOG) Faces H Partners’ “Free The Eagle” Campaign Targeting Zeitz and Long-Tenured Directors
Summary
The H Partners presentation (April 29, 2025) attacks Harley-Davidson’s leadership and board for severe underperformance and misleading claims.
activistletters
H Partners Challenges Harley-Davidson (HOG) Leadership, Seeks CEO Change and Stronger Governance via Withhold Campaign
Summary
H Partners, a 9.1% shareholder of Harley-Davidson, is urging shareholders to vote WITHHOLD on the re-election of CEO
activistletters
Keros Therapeutics (KROS) Faces ADAR1 Capital Letter Alleging Fiduciary Breaches Amid Strategic Alternatives Review
Summary
ADAR1 Capital Management, the largest shareholder of Keros Therapeutics, sent a letter to the board demanding that it waive
activistletters
Phillips 66 (PSX) Faces Elliott’s Criticism Over Peer Benchmarking, Governance, and Underperformance
Summary
The Elliott presentation (April 28, 2025) targeting Phillips 66 argues that management is misrepresenting performance through flawed metrics and
activistletters
Ortelius Advisors Pushes for Board Overhaul at Brookdale Senior Living (BKD) After Stock Underperformance and CEO Exit
Summary
Ortelius Advisors, owning a significant stake in Brookdale Senior Living, is urging shareholders to support its six independent director
activistletters
BML Capital Presses ESSA Pharma (EPIX) for Shareholder Payout via Liquidation, Sale, or Special Dividend
Summary
On April 24, 2025, BML Capital Management, which holds 9.5% of ESSA Pharma’s outstanding shares, sent a
activistletters
National Health Investors (NHI) Faces Land & Buildings’ Challenge Over “Country Club” Board and Poor Oversight
Summary
The presentation by Land & Buildings (April 24, 2025) criticizes National Health Investors (NHI) for poor governance and underperformance.
activistletters
H Partners Presses for Change at Harley-Davidson (HOG), Urges Shareholders to Withhold Votes from Zeitz, Linebarger, and Levinson over Underperformance and Poor Oversight
Summary
H Partners, Harley-Davidson’s largest investor, is urging shareholders to withhold votes from CEO/Chairman Jochen Zeitz, Presiding Director
activistletters
Dynavax (DVAX) Faces Proxy Contest as Deep Track Capital Seeks Governance Change and Sharper Focus on Heplisav Growth
Summary
Deep Track Capital, holding 14.5% of Dynavax Technologies, has publicly criticized the company's strategic direction and
activistletters
Kent Lake Slams Quanterix (QTRX)–Akoya Deal as Bailout; Calls Out Board Conflicts, Shareholder Value Destruction, and Strategic Distraction
Summary
Kent Lake urged Quanterix shareholders to vote against the merger with Akoya, arguing it is a bailout that unfairly
activistletters
Kent Lake Partners Opposes Quanterix (QTRX)–Akoya Deal, Calls Merger a Bailout That Destroys Shareholder Value
Summary
Kent Lake Partners, a 7.7% shareholder of Quanterix, urges fellow shareholders to vote AGAINST the proposed merger with
activistletters
Activist Ned Sherwood Presses Barnwell Industries (BRN) for Board Change Amid Strategy and Governance Failures
Summary
Ned L. Sherwood and his group, owning nearly 30% of Barnwell Industries (BRN), filed definitive additional materials to solicit
activistletters
Askeladden Capital Calls for Change at AstroNova (ALOT) After Q4 Miss, EBITDA Slide and Inventory Bloat
Summary
Askeladden Capital, the largest shareholder of AstroNova, has nominated five board candidates, citing deep concerns over poor financial performance,
activistletters
Hartman Group Targets Silver Star Properties (SLVS) Board, Citing Fire-Sale Asset Sales, Occupancy Collapse, and Excessive Awards to CEO Haddock
Summary
In the April 15, 2025 letter, Al Hartman urged Silver Star shareholders to vote for the replacement of the
activistletters
H Partners Targets Entrenched Directors at Harley-Davidson (HOG), Calls for Zeitz’s Removal and Board Reconstitution
Summary
H Partners, owning 9.1% of Harley-Davidson, has launched a withhold campaign targeting CEO/Chairman Jochen Zeitz, Presiding Director
activistletters
BML Capital Presses Elevation Oncology (ELEV) to Liquidate and Distribute Cash, Warns Against Value-Destructive Reverse Mergers
Summary
BML Capital Management, which owns 9.9% of Elevation Oncology, has urged the board to wind down operations and
activistletters
Activist letters & Presentations
Bradley L. Radoff Sent Letter to Atea’s Stockholders
Starboard Delivers Letter To Autodesk Shareholders
Findell Capital Management Issues Open
