Settian Capital May Push for Operational or Strategic Changes at Westwood Holdings Group Inc $WHG On August 4, 2025, Settian Capital disclosed a 5% stake in Westwood Holdings Group Inc $WHG, signaling potential engagement with the company’s management to propose actions aimed at

Altai and Ocho Push Digimarc Overhaul On July 28, 2025, Altai Capital Management (12.8%) entered into a Cooperation Agreement with Digimarc Corp ( $DMRC ), resulting in the appointment of Mr. Bajaj to the Board and a commitment to certain standstill provisions. This agreement

MNG Boosts DallasNews Takeover Bid to $17.50/Share MNG Enterprises, Inc. has intensified its takeover pursuit of DallasNews Corporation ( $DALN ), raising its all-cash offer to $17.50 per share on August 11, 2025 — a 6% increase from its prior $16.50 proposal. The revised bid

Investor Urges $GROV for Strategic Sale or Merger On July 8, 2025, Jason H. Karp and HCI Grove, LLC, holding a 5.4% stake in Grove Collaborative Holdings, Inc. $GROV , publicly urged the company’s board to pursue strategic alternatives — including a potential sale, merger, or

Cutera $CUTRQ shows the need for shareholder activists to get the majority of the seats on a board. A very smart activist fought a successful proxy battle at Cutera and got a small number of new board members on to the board,  but this small number was not enough.  The Board

Incumbent board gifts themselves 40% of the stock in a company - The board of Charles and Colvard $CTHR gifted themselves 40% of the outstanding stock - this shows how dangerous it is for shareholders to not replace bad boards of directors quickly. If you are a shareholder

Proxy Fight Looms at Charles & Colvard On August 22, 2025, Riverstyx Capital Management, which holds 7.4% of Charles & Colvard, Ltd. $CTHR , submitted a nomination notice proposing three individuals—Ben Franklin, Michael R. Levin, and Lloyd M. Sems—for election to the Board at

Starboard Value Takes 8.5% Stake in BILL Holdings On September 4, 2025, activist investor Starboard Value disclosed an 8.5% stake in BILL Holdings, Inc. $BILL and announced plans to nominate a slate of directors at the company’s 2025 annual meeting. The fund also signaled its

Shareholders must run activist campaigns in order to get companies to put shareholders on to board of directors - Gate City Capital Management's Proposal for Board Declassification and Annual Elections at Intrepid Potash $IPI Key Summary: On January 14, 2025, Gonzalo Avendano

Shareholders must nominate a director slate if shareholders hope for a good outcome - Gate City Capital Management Withdraws Director Nominees for 2025 Annual Meeting at Saga Communications $SGA Key Summary: On January 25, 2025, Gate City Capital expressed concerns over Saga's

On Sept 22, 2025, Yunqi Capital (5.1%) reiterated its opposition to the $28/share merger between STAAR Surgical $STAA and Alcon, confirming it will vote against the deal. $STAA #Activism #Mergers #ShareholderRights

On Oct 3, 2025, the Hartman Group accused Silver Star of delaying the shareholder vote for the sixth time, alleging the company filed a lawsuit to void all “Blue” proxy votes and push the meeting to Dec 31. $SilverStar #ProxyFight #ShareholderRights #Governance

On Oct 7, 2025, Biglari Capital blasted Cracker Barrel Old Country Store $CBRL ’s board for 14 years of strategic failure, citing missteps like Holler & Dash, Punch Bowl Social, the Maple Street acquisition, and a $700M remodel plan that alienated core customers. #CBRL #Activism

Barry Hugghins' 2025 Activist Campaign at Bri-Chem Corp: A Landmark Victory in Shareholder Activism Barry Hugghins, through Cenatex Holdings LLC, achieved remarkable success in his 2025 activist campaign at Bri-Chem Corp $BRY, a leading North American oilfield chemical

Loewenbaum presses CollPlant Biotechnologies Ltd ($CLGN) to appoint Homi Shamir as Chairman amid performance concerns On October 20, 2025, George Walter “Wally” Loewenbaum, an investor through Rocky Point Ventures, sent a letter to CollPlant Biotechnologies Ltd. $CLGN CEO Yahiel

AEON Biopharma $AEON has lost over 99% of its value — from more than $1,000 a share to under $1 today. Some shareholders have expressed interest in exploring ways to restore value and improve governance. While we do not hold any position in AEON, we are following the situation

Inspirato Merger Halted After Shareholder Pushback After Inspirato $ISPO announced the merger deal with Buyerlink in June 2025, Clint Coghill of Coghill Capital Management, representing Stoney Lonesome HF LP, voiced strong opposition to the reverse merger. Coghill argued

George Walter “Wally” Loewenbaum of Rocky Point Ventures wrote to $CLGN CollPlant Biotechnologies Ltd's CEO Yahiel Tal expressing serious concerns about the company's poor commercial performance and funding issues. Loewenbaum proposed appointing Nachum “Homi” Shamir as

Problems at Electrocore Over the past five years, electroCore ($ECOR) — a developer of non-invasive vagus nerve stimulation (“nVNS”) technology — has seen its stock collapse from roughly $41 to $5, erasing most of its market value. ElectroCore has yet to achieve operating

Soleus Capital’s Activism Delivers a Premium Takeout for Theratechnologies $THTX Theratechnologies Inc. is a specialty biopharmaceutical company focused on commercializing innovative therapies primarily for people living with HIV, along with a pipeline targeting NASH and