activistletters
Silver Star Properties (SLVS): Al Hartman Calls for Disciplined Liquidation and Capital Return, Criticizes Current Leadership’s Value Destruction
Summary
On June 17, 2025, the Hartman Shareholder Alliance criticized Silver Star Properties’ asset liquidation strategy, calling it a case
activistletters
Victoria’s Secret (VSCO) Faces Barington Capital Criticism Over $2.4B Value Loss, Weak Strategy, and Governance Failures
Summary
Barington Capital, a >1% shareholder of Victoria’s Secret, expressed concern over the company’s significant underperformance since
activistletters
Oportun (OPRT) Faces Proxy Fight as Findell Capital Pushes Board Refresh, Nominates Warren Wilcox to Drive Oversight and Value
Summary
Findell Capital Partners, Oportun’s largest shareholder, contends that years of poor governance, unchecked costs, and ill-conceived acquisitions—most
activistletters
Silver Star Properties (SLVS) Faces Hartman Shareholder Alliance Push for Leadership Change After 70% Value Loss
Summary
On June 16, 2025, the Hartman Shareholder Alliance issued a letter condemning Silver Star Properties REIT’s “New Direction
activistletters
Ortelius Advisors Targets Brookdale Senior Living (BKD) Board, Nominates Six Directors Amid Debt and Lease Strategy Criticism
Summary
On June 16, 2025, Ortelius Advisors issued a letter urging Brookdale Senior Living shareholders to vote for its six
activistletters
Ikena Oncology (IKNA): BML Capital (8.4%) Opposes Inmagene Reverse Merger, Urges Winddown and Cash Return
Summary
On June 16, 2025, BML Capital Management, owning 8.4% of Ikena Oncology (IKNA), publicly opposed the proposed reverse
activistletters
Findell Capital (7.4% Holder) Rebuts Oportun Financial (OPRT) Claims, Pushes for Board Refresh and Independent Oversight
Summary
On June 13, 2025, Findell Capital, a 7.4% shareholder of Oportun Financial, issued a letter challenging the company’
activistletters
Vivo Capital (8% Holder) Challenges Sinovac Biotech (SVA) Board Over Governance Failures and Dividend Misrepresentations
Summary
On June 13, 2025, Vivo Capital, an 8% shareholder in Sinovac Biotech, issued a letter addressing what it calls
activistletters
Hartman Shareholder Alliance Challenges Silver Star Properties (SLVS) “New Direction Plan,” Urges Capital Return and Board Change
Summary
On June 13, 2025, the Hartman Group criticized Silver Star Properties’ reinvestment of $395M in asset sale proceeds into
activistletters
Silver Star Properties (SLVS) Faces Hartman Push for Liquidity, Transparency, and End to Dilutive Financing
Summary
In its June 12, 2025 letter, the Hartman Group urged Silver Star Properties shareholders to vote for its director
activistletters
Hartman Shareholder Alliance Accuses Silver Star Properties (SLVS) Board of Misleading Shareholders and Falsifying Consent Vote Results
Summary
In a June 9, 2025 letter, Al Hartman accused Silver Star Properties’ Board of legal violations and misleading shareholders
activistletters
Hartman Shareholder Alliance Blames Silver Star Properties (SLVS) Leadership for $278M Value Collapse, Urges Board Change
Summary
In a June 10, 2025 letter, Al Hartman of the Hartman Shareholder Alliance blamed Silver Star Properties’ collapse in
activistletters
Askeladden Capital Targets AstroNova (ALOT) Board, Highlighting Strategy Missteps, MTEX Acquisition Fallout, and Governance Issues
Summary
The June 11, 2025 Askeladden Capital presentation argues that AstroNova (ALOT) has endured years of governance failures, poor execution,
activistletters
BBRC (12.9% Holder) Criticizes Victoria’s Secret (VSCO) Board for Value Destruction, Capital Missteps, and Governance Failures
Summary
On June 9, 2025, BBRC International, a 12.9% shareholder of Victoria’s Secret & Co., sent a letter
activistletters
Hartman Shareholder Alliance Presses Silver Star Properties (SLVS) for Board Change, Citing NAV Collapse and “New Direction Plan” Failures
Summary
On June 4, 2025, Al Hartman issued a detailed letter to Silver Star Properties shareholders, criticizing current leadership under
activistletters
JANA Partners (7% Holder) Calls for Major Board Overhaul at Lamb Weston (LW) After 80% Shareholder Support for Change
Summary
On June 3, 2025, JANA Partners, a major shareholder owning approximately 7% of Lamb Weston, sent a letter highlighting
activistletters
Lamb Weston (LW) Faces JANA Partners’ Call for Significant Board Change Amid Billions in Value Destruction
Summary
On June 3, 2025, JANA Partners, which owns approximately 7% of Lamb Weston, released a letter reporting overwhelming shareholder
activistletters
Hooker Furnishings (HOFT) Faces Global Value Investment’s Criticism for Strategic Missteps and Shareholder Value Destruction
Summary
Global Value Investment Corp. (GVIC) released a June 3, 2025 presentation blasting Hooker Furnishings (HOFT) for governance failures and
