activistletters
Two Seas Capital Opposes Core Scientific (CORZ) Sale to CoreWeave, Highlights Value Potential and Calls for ‘No’ Vote on GOLD Proxy Card
Summary
Two Seas Capital, a major shareholder of Core Scientific, urged investors to vote against the proposed $16.40-per-share sale
activistletters
Carronade Capital Presses Cannae Holdings (CNNE) Board for Overhaul, Nominates Four Directors to Address Accountability and Capital Return
Summary
Carronade Capital, a top shareholder of Cannae Holdings, filed a definitive proxy statement and launched a campaign urging shareholders
activistletters
Yunqi Capital (5.1%) accuses STAAR Surgical (STAA) of weakening the sale process, calls for strategic review from a position of strength
Summary
Yunqi Capital, a 5.1% STAAR shareholder, criticizes the board’s decision to adjourn the Nov 6 special meeting,
activistletters
Biglari Capital Targets Cracker Barrel (CBRL) Board Over Governance and Transformation Plan Debacle, Urges Shareholders to Vote Against CEO and Director
Summary
Biglari Capital’s October 2025 presentation argues that Cracker Barrel’s $700 million “Transformation Plan,” led by CEO Julie
activistletters
Broadwood Partners Targets STAAR Surgical (STAA) Board Over Alcon Deal Delay, Seeks Removal of CEO and Chair
Summary
Broadwood Partners, which owns 27.5% of STAAR Surgical, criticized STAAR’s Board and Alcon for postponing the shareholder
activistletters
Hartman Group Calls Out Silver Star (SLVS) for Misusing Funds, Urges Shareholders to Support Liquidation on BLUE Card
Summary
The Hartman Group’s October 22, 2025 letter urges shareholders to oppose Silver Star’s management, accusing them of
activistletters
Loewenbaum Presses CollPlant (CLGN) for Board Overhaul, Citing Poor Funding and Lack of Commercial Progress; Proposes Homi Shamir as Chairman
Summary
On October 20, 2025, George Walter “Wally” Loewenbaum of Rocky Point Ventures, LLC sent a letter to CollPlant Biotechnologies
activistletters
Hartman Group Rallies Shareholders Against Silver Star’s Proxy Challenge, Calls for Support on BLUE Card Vote
Summary
On October 17, 2025, the Hartman Group issued a final appeal to shareholders urging them to vote the BLUE
activistletters
Tripadvisor (TRIP) Faces Starboard Value Push to Unlock Hidden Value Through Divestitures and Profitability Improvements
Summary
Starboard Value’s October 2025 presentation at the Active-Passive Investor Summit highlighted Tripadvisor, Inc. (NASDAQ: TRIP) as a deeply
activistletters
Fluor Corporation (FLR) Faces Starboard Value Push for Strategic Overhaul, Highlighting Undervaluation and Capital Allocation Concerns
Summary
Starboard Value’s October 2025 presentation at the Active-Passive Investor Summit highlighted Fluor Corporation (NYSE: FLR) as an undervalued
activistletters
BILL Holdings (BILL) Faces Starboard Value Push for Stronger Margins and Governance Changes Following Cooperation Agreement
Summary
Starboard Value’s October 2025 presentation at the Active-Passive Investor Summit focused on BILL Holdings, Inc. (NYSE: BILL), highlighting
activistletters
Yunqi Capital calls for timely vote, blasts STAAR’s deal process and urges shareholders to vote AGAINST Alcon acquisition
Summary
Yunqi Capital (5.1% holder) urges STAAR’s board to hold the special shareholder meeting on October 23, 2025
activistletters
Court denies Silver Star Properties (SLVS) attempt to block BLUE votes — Al Hartman presses shareholders to act before final deadline
Summary
Al Hartman of the Hartman Shareholder Alliance urges shareholders to vote immediately, noting that Silver Star’s attempt in
activistletters
Al Hartman blasts Silver Star Properties (SLVS) for repeated delays — frames fight as governance failure and blocked proxy fight for board control
Summary
The Hartman Shareholder Alliance, led by Al Hartman, criticizes Silver Star for indefinitely postponing its shareholder meeting for the
activistletters
Al Hartman Blasts Silver Star (SLVS) Leadership Over Mismanagement, Foreclosures, and Shareholder Value Destruction
Summary
Al Hartman, representing the Hartman Shareholder Alliance, urges shareholders to vote the BLUE card ahead of the upcoming meeting,
activistletters
Novavax (NVAX) Faces Pressure from Major Shareholder Shah Capital Over Strategic Missteps, Dilution, and Call for Company Sale
Summary
Shah Capital, Novavax’s second-largest shareholder with a 7.2% stake, criticized the company’s persistent underperformance, citing repeated
activistletters
Al Hartman Challenges Silver Star Properties’ (SLVS) Lawsuit Seeking to Invalidate Blue Proxy Votes and Postpone Annual Meeting
Summary
Al Hartman and the Hartman Shareholder Alliance issued a letter accusing Silver Star Properties of hypocrisy for delaying its
activistletters
Founder Al Hartman Rallies Shareholders of Silver Star Properties (SLVS) to Reclaim Company Integrity and Pursue Liquidation Plan
Summary
Al Hartman and the Hartman Shareholder Alliance released a letter urging Silver Star Properties investors to vote Blue in
