DEF 14

Hello there! ?? Can you believe we’re already one month into 2025? Time flies, and so do the latest activist campaigns! ?? January has been packed with shareholder activism, proxy fights, and strategic shake-ups. Here are some key themes from the month: - ?????????? ?????????????? ???? ?????? ???????? – Activists are pushing hard for board changes, with major campaigns at #USSteel, #AirProducts, and #HenrySchein. - ???????????????? ?????????????????– #OCBC’s Great Eastern bid and #BillAckman’s Howard Hughes offer sparked heated debates. - ???????? & ?????????????????????????? ??????????-???????– #Starboard targets #Qorvo, while #Irenic pressures #KBR for a spinoff. - ?????????????? ???????????? ?????????? ?????????– #RiotPlatforms faces pressure from multiple activists looking to shift strategy. - ????????-?????? ???????????????? ?????????? – #Costco and #Apple rejected proposals questioning diversity initiatives. More in our latest Monthly Knowledge+! ??Check it out now, or grab a free trial to stay ahead of what’s HOT in the activism space! #ShareholderActivism #InvestorInsights #CorporateGovernance #CorporateStrategy #ActivistInvesting

?? Happy New Year from DEF14! ?? As 2024 comes to a close, we’re reflecting on a dynamic year in shareholder activism. December alone saw impactful campaigns shaping governance reforms, business strategy shifts, and renewed focus on shareholder returns. Highlights include: - #AltaFoxCapital pushing for a governance overhaul at Daktronics. - #MetageCapital urging HarbourVest to narrow its NAV discount or consider liquidation. - Retail investors at #ZeeEntertainment blocking Punit Goenka’s reappointment—a rare victory for retail activism in India. - #MUSTAssetManagement advocating for governance improvements at Young Poong Corporation. ?? These campaigns highlight key trends such as rising retail investor influence, growing calls for transparency, and the global expansion of activism. P.S. We’ve just unveiled a fresh new look along with our fully revamped platform! Curious? Explore it now with our free trial plan. Just follow the link in the comments to register effortlessly in a few clicks. Here’s to an exciting 2025—stay tuned, and see you soon! ?? #ShareholderActivism #InvestorInsights #CorporateGovernance #CorporateStrategy

?? ???????????? ??????????????????+: ???????????????? 2024 ???????????????? ???????????????????? ?? In November, shareholder activism focused on undervaluation, governance reforms, and strategic shifts across sectors and geographies.? - Key moves included #StarboardValue driving operational improvements at Healthcare Realty Trust, #ElliottManagement urging Tokyo Gas to monetize its $9.7B property portfolio, and #GlenviewCapital securing board seats at CVS Health. - Retail saw action with #FrasersGroup challenging Boohoo, while in tech, #ValueAct backed Meta's AI vision. - From Honeywell breakups to Nissan governance overhauls, November was all about unlocking value through tailored approaches. ?? ???????? ???????????? ???????? for all the insights! #ShareholderActivism #InvestorInsights #CorporateGovernance #CorporateStrategy

?? In this latest knowledge+, we bring you the ???????????????? ???????????????? ???????????????????? ?????? ?????????????? 2024: 54 ???????????? 13?? ?????????????????? ??????????????, ???????? 4 ?????? ???????????????? ???????? ??????????. - #JanaPartners: Acquired a 5% stake in #LambWeston, boosting stock by nearly 10%. - #FarallonCapital: Acquired 6.1% of #Squarespace, proposing a $46.50 tender offer. - #GAMCOInvestors: Purchased 863,260 shares of #Chuy's Holdings and 1,198,575 shares of #SuRoCapital. Notable Campaigns: - #ImmersionInvestments urges Potbelly to explore a sale. - #LegionPartners pushes for a board seat at Five9. - #ElliottInvestment secures board representation at Southwest Airlines. - #StarboardValue invests $1 billion in Pfizer for turnaround talks. - #Kenvue sees a stock jump post-Starboard acquisition. Emerging Pressure: - #MantleRidge engages Air Products on strategy. - #IrenicCapital calls for a review at Reservoir Media. - #CIAM challenges Vivendi's split proposal. These highlights illustrate the dynamic landscape of activist investing this month! For more details, check out the full article. Click below to read! ?? ?? P.S. To stay updated on the latest developments and product updates, be sure to subscribe to our newsletter!? #ShareholderActivism #Investing #CorporateStrategy

?? Here comes the fresh Knowledge+. Check out some September Highlights: ?????????????????? ?????????????? ?????? ?????????? - #VossCapital urges a strategic review and possible sale of International #Money Express (IMXI) due to undervaluation. - #AJInvestments secures 10% shareholder support to push for Ubisoft's sale or privatization. ?????????? ?????? ???????????????????? ?????????????? - #PolitanCapital overhauls #Masimo's board, removing chairman Joe Kiani for strategic shifts. ???????????????? ???????????????? - #CevianCapital increases its stake in #Baloise, pushing for a focus on core markets and better returns. Read our full article with just one click?? P.S. Stay tuned for our upcoming announcement, where we’ll shed some light on what we’ve been working on lately. #ShareholderActivism #Investing #CorporateStrategy

?? In August, we tracked 53 active #13Dcampaigns, including 7 new key developments. Here’s a sneak peek: - Pershing Square Capital Management, L.P.’s strategic stake in Seaport Entertainment? - Elliott Investment Management L.P.’s bold push for board changes at SouthwestAirlines - Engaged Capital LLC’s drive for national expansion at Portillo’s These campaigns highlight the evolving strategies of top activist investors. ????Curious for more details? Read the full analysis here:

As we close out July, our latest edition of Knowledge+ delves into impactful activist campaigns. ?? Highlights include: ?????????????????? ????????????????????, ?????????????????? ????????????????????????, ???????????????????? ?????? ?????????? ????????????????????, ?????? ???????????? ????????????. ??? Featuring campaigns by Elliott Investment Management L.P., Cevian Capital, and others. Click to read the full newsletter.?For more insights, feel free to reach out!? #ShareholderActivism #Investing #CorporateStrategy

??Did someone mention Monthly Knowledge+? Here we are! In June, key activism themes included the push for ?????????????????? ???????????????????? ??????????????, ????????????????????????, and ??????????????????? ???????????????????????? across various sectors, highlighting the ongoing impact of activist investors on corporate decision-making and shareholder value.?Read now for more food for thought! ?? If you enjoy it, don’t forget to subscribe or leave us some reactions as encouragement to continue bringing you quality content. #ShareholderActivism #Investing #CorporateStrategy

May was a monumental month for shareholder activism. From Saba Capital's strategic investments in Nuveen and Ellsworth to Corvex Management's substantial stake in Vestis Corporation, activists are making waves. Notable actions include Eminence Capital's pressure on Reckitt and Elliott Management's call for financial discipline at Texas Instruments. Other key moves to watch: ??Norfolk Southern's board saw changes amid activist pressures ??Crown Castle retained its board in the face of co-founder challenges ??Palliser Capital pushed for Rio Tinto's structural unification ??CalPERS withdrew support for Exxon's board over environmental issues ??Significant leadership changes at Carbon Streaming ??Nelson Peltz's exit from Disney ??Penn Entertainment's surge after a sale suggestion ??A U.S. House investigation into union pension activism Read our latest version of monthly knowledge+ now! #ShareholderActivism #Investing #CorporateStrategy

Excited to share insights from our latest DEF14 Monthly Knowledge+ report! ?? Here are some high-level highlights: ?? 46 active campaigns observed in April ?? 6 new initiatives launched under the 13D banner ?? #SabaCapitalManagement's closed-end fund arbitrage strategy ?? #GAMCOInvestors' pursuit of strategic enhancements at Carrols Restaurant Group ?? #ImpactiveCapitalLP's sizable investment in Marriott Vacations Worldwide Corporation ?? #Disney's successful defense against #NelsonPeltz's challenge ?? Intensifying struggle over #NorfolkSouthern's future ?? Environmental concerns reflected in #WoodsideEnergy's shareholder rejection . . . And more!!! Stay informed about the latest in shareholder activism by checking out the article now.? #ShareholderActivism #Investing #CorporateStrategy ??