activistletters
Silver Star Properties (SLVS) Faces Hartman-Led Nominee Slate Calling for Capital Return, Debt Reduction, and Governance Reform
Summary
On June 2, 2025, Allen R. Hartman issued a letter criticizing Silver Star’s board and management for poor
activistletters
Hartman Group (7.8% Holder) Urges Silver Star Properties (SLVS) Shareholders to Elect New Board, Push for Liquidation Over “Failed Pivot”
Summary
Allen R. Hartman and his affiliates, owning 7.76% of Silver Star Properties REIT, are seeking shareholder support to
activistletters
Brookdale Senior Living (BKD) Faces Ortelius’ Push for Accountability Amid Underperformance and Leadership Concerns
Summary
The Ortelius Advisors filing (June 3, 2025) relates to its proxy fight at Brookdale Senior Living. While the full
activistletters
Galloway Capital Urges Change at Babcock & Wilcox (BW), Highlights Board Engagement, BrightLoop Opportunity, and Capital Allocation
Summary
Galloway Capital, owning 4.31% of Babcock & Wilcox (B&W), believes the company is significantly undervalued and
activistletters
Al Hartman Challenges Silver Star (SLVS) Leadership, Criticizes Haddock’s Dilution, Mismanagement, and Value Erosion
Summary
In a July 2025 letter, Al Hartman urged Silver Star Properties shareholders to support his proxy campaign to take
activistletters
Van Herk Investments Presses ProQR (PRQR) for Governance Reform, Calls Reappointments of CEO De Boer and Chairman Shannon Invalid
Summary
On July 3, 2025, Van Herk Investments (VHI), holding over 10% of ProQR Therapeutics, sent a letter to the
activistletters
Galloway Capital Challenges WW International (WGHTQ) Reorganization, Cites Governance Failures and Retail Investor Losses
Summary
On July 2025, Galloway Capital Partners announced it is considering legal action against WW International (OTCPK: WGHTQ), its board,
activistletters
Sherwood Group Urges Change at Barnwell (BRN), Citing Governance Failures, Financial Underperformance, and Capital Mismanagement
Summary
On May 19, 2025, the Sherwood Group, which owns ~29.9% of Barnwell Industries, issued a letter condemning the
activistletters
Sherwood Group Presses for Change at Barnwell (BRN) as Shareholders Back Nominees, Criticize Board Entrenchment and Performance
Summary
On May 19, 2025, the Sherwood Group, holding ~29.9% of Barnwell Industries, announced strong early support for its
activistletters
Mason Capital Challenges Proxy Advisors Over JBS S.A. (JBS) NYSE Listing, Cites Conflicts and $16B Value at Risk
Summary
On May 15, 2025, Mason Capital, a 2.4% minority shareholder in JBS S.A., sent a letter to
activistletters
HG Vora Presses for Change at PENN (PENN), Nominates Three Directors to Challenge Failed Strategy and Excessive CEO Pay
Summary
HG Vora, a 4.8% shareholder in PENN Entertainment, criticized the company’s long-term underperformance, failed digital strategy, and
activistletters
Servotronics (SVT) Faces Beaver Hollow Wellness’ Push for Director Change After Cash Collapse and Governance Failures
Summary
Beaver Hollow Wellness (May 13, 2025) launched its S.A.V.E. Servotronics Plan, urging board change after years
activistletters
Dynavax (DVAX): Deep Track Capital (14.8% Holder) Pushes Board Slate, Urges Focus on Heplisav and Capital Returns
Summary
Deep Track Capital, owning ~14.8% of Dynavax, filed a proxy statement urging shareholders to support its board nominees
activistletters
Harley-Davidson (HOG) Faces Intensified H Partners Campaign as Proxy Advisors and Dealers Back Withhold Effort
Summary
The H Partners letter (May 9, 2025) urges Harley-Davidson shareholders to withhold votes from CEO Jochen Zeitz, Thomas Linebarger,
activistletters
Keros Therapeutics (KROS) Faces ADAR1’s Push for Restructuring, $500M Capital Return, and Board Refresh
Summary
ADAR1 Capital (May 2025) blasted Keros Therapeutics for mismanaging its pipeline, wasting cash, and eroding shareholder value. It cites
activistletters
Harley-Davidson (HOG): H Partners Wins Proxy Advisor, Dealer Support to Oust CEO Zeitz and Two Long-Tenured Directors
Summary
H Partners urged shareholders to vote “WITHHOLD” on the re-election of CEO/Chairman Jochen Zeitz, Presiding Director Thomas Linebarger,
activistletters
ADAR1 Capital Presses Keros (KROS) to Halt Value-Destructive Programs, Focus on Takeda Partnership, and Add Shareholder Representation
Summary
ADAR1 Capital, owning 13.3% of Keros Therapeutics, criticized the company’s strategy, citing poor clinical results for two
activistletters
BML Capital Presses AN2 (ANTX) to Return Cash to Shareholders, Warns Against Risky Preclinical Pivot
Summary
BML Capital, owning 19.1% of AN2 Therapeutics, urged the Board to pursue a sale or orderly wind-down of
