Activist Target

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Red Oak Critical of EDUC Governance

July 3, 2018 Educational Development Corporation 5402 South 122nd East Avenue Tulsa, OK 74146 Attention: Board of Directors Dear Members of the Board, As you are aware, Red Oak Partners, LLC (“Red Oak”) is a long-term shareholder of Educational Development Corporation (“EDUC” or the “Company”). Red Oak and funds under its control currently own 7.7% of…

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KEMC Supports Monarch on Resolute Energy

Purpose of Transaction. The Reporting Person acquired the Shares over which it exercises beneficial ownership on behalf of the Kimmeridge Funds in the belief that the Shares are undervalued and are an attractive investment. The Reporting Person is broadly supportive of the Issuer’s agreement with Monarch Alternative Capital LP regarding the review of potential strategic…

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Denali Wants DFIN to Look for a Buyer

June 5, 2018 The Board of Directors Donnelley Financial Solutions, Inc. 35 West Wacker Drive Chicago, IL 60601 RE: Shareholder request for special committee to seek strategic alternatives for Donnelley Financial Solutions (the “Company”) Dear Members of the Board: We appreciate the recent investor day you held in New York. However, as evident in the continued decline…

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A 13D Filing on a Near-Decimated Iconix

Shirebrook, England – June 1, 2018 – Sports Direct International plc (LON: SPD) (“Sports Direct”), one of the United Kingdom’s largest sports-goods retailers which holds 9% of Iconix Brand Group, Inc. (Nasdaq: ICON) (“Iconix” or the “Company”), today announced that it has nominated four highly-qualified individuals – Ron McPherson, Howard Moher, Mark Hunter and Daniel Dienst – for…

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Blackwells in a Fight with Supervalu

NEW YORK–(BUSINESS WIRE)–Blackwells Capital LLC (together with its affiliates, “Blackwells Capital” or “Blackwells”), an alternative investment management firm with an approximate 7.3% ownership interest in Supervalu Inc. (NYSE: SVU) (“Supervalu” or the “Company”), today announced it has filed preliminary proxy materials to elect six highly qualified candidates to Supervalu’s Board of Directors (the “Board”) at…

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Richmond Supports RMTI Board Firing CEO

Rockwell Medical, Inc. 30142 Wixom Road Wixom, Michigan 48393 Attn: Board of Directors Dear Members of the Board: As you are aware, Richmond Brothers, Inc. (together with its affiliates, “Richmond Brothers” or “we”) beneficially owns approximately 10.9% of the outstanding shares of common stock of Rockwell Medical, Inc. (“Rockwell” or the “Company”). As the Company’s…

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Anchorage Files 13D on Post Reorg Goodrich

PURPOSE OF TRANSACTION The response to Item 3 of this Schedule 13D is incorporated by reference herein. The Reporting Persons initially acquired Shares in connection with the Issuer’s Restructuring, and acquired additional Shares in the Private Placement for investment purposes, because they believed the securities were undervalued and represented an attractive investment opportunity. The Reporting…

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GKC Disappointed in eHi Car Services

Ray Ruiping Zhang Chairman of the Board eHi Car Services Limited Unit 12/F, Building No.5, Guosheng Center, 388 Daduhe Road Shanghai, 200062 The People’s Republic of China Dear Mr. Zhang: GKC Strategic Value Master Fund, LP is the beneficial owner of 4,900,394 Class A shares, via 2,450,197 American depositary shares (“ADS,” each representing two Class…

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Janus Henderson Wants athenahealth Sold

PURPOSE OF TRANSACTION: The shares of Common Stock owned by the Funds and Accounts and reported herein were acquired for investment purposes in the belief that the shares of Common Stock, when purchased, represented an attractive investment opportunity. On May 15, 2018, the Reporting Person engaged the Issuer’s Board of Directors (the “Board”) and expressed,…

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Icahn Opposes AmTrust Deal

Carl C. Icahn 767 Fifth Avenue, 47th Floor New York, New York 10153 Ladies and Gentlemen: I am one of your largest shareholders and own almost 9.4% of AmTrust Financial Services, Inc. (“AmTrust”).  I am strongly AGAINST the proposed going-private transaction and intend to solicit proxies AGAINST the deal. Recently, a number of AmTrust shareholders…

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Kinetic Calls for a Sale of Marin Software

May 17th, 2018 The Board of Directors Marin Software Incorporated 123 Mission St, 27th Floor San Francisco, CA 94105 Dear Members of the Board: I am writing to you on behalf of KCP II LLC and myself which collectively own common stock representing 5.1% of the outstanding stock of Marin Software, making us one of your…

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Lemelson Calls for a Sale of Geospace

PURPOSE OF TRANSACTION The securities referred to in this Schedule were originally acquired by the Fund for investment purposes and not with the purpose or effect of changing or influencing control of the Issuer. The Fund had acquired the securities in the ordinary course of business and is holding the securities for the benefit of…

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Cannell is Monitoring Destination XL

Purpose of Transaction Mr. Cannell, on behalf of the Investment Vehicles, identified the Company as an entity satisfying each Investment Vehicle’s investment criteria. The Investment Vehicles acquired and continue to hold the Shares as a long-term investment. Mr. Cannell files this Amendment to disclose that he has had conversations with some of the Company’s directors…

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Atlantic Inv Files 13D on Owens-Illinois

Purpose of Transaction. The Reporting Person acquired, on behalf of AJR, Cambrian Fund, Cambrian Global Fund and the Other Accounts and continues to hold, the Shares reported in this Schedule 13D for investment purposes. The Reporting Person intends to evaluate the performance of the Shares as an investment in the ordinary course of business. The…

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Cannell Shares Data with Digirad

Purpose of Transaction Mr. Cannell, on behalf of the Investment Vehicles, identified the Company as an entity satisfying each Investment Vehicle’s investment criteria. The Investment Vehicles acquired and continue to hold the Shares as a long-term investment. See Exhibit 99 for disclosure of a recent communication with the Company’s Board of Directors. Above and beyond…

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Marathon Sends Letter to J. Alexander

Purpose of Transaction. Item 4 is hereby amended to add the following: On April 24, 2018, Marathon Partners delivered a letter to the Chairman of the Issuer’s board of directors (the “Board”) restating its belief that the appointment of new independent directors and the engagement of an investment bank to evaluate strategic alternatives would be…

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M&G Frustrated with Methanex

Purpose of Transaction. The Reporting Persons have been supportive shareholders since 2007 but have become repeatedly frustrated with the market valuation of the Issuer, which the Reporting Persons believe does not reflect the Issuer’s intrinsic value. The Reporting Persons are supportive of the current progressive dividend policy of the Issuer, but given the current share…

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JANA Sees Value in Pinnacle Foods

PURPOSE OF TRANSACTION.   The Reporting Persons acquired the Shares because they believe the Shares are undervalued and represent an attractive investment opportunity. JANA, with the assistance of the other Reporting Persons, intends to have discussions with members of the Issuer’s board of directors (the “Board“) and management team regarding value creation measures including (i)…

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Barington Goes Activist on Xerium

Purpose of Transaction. The Reporting Entities acquired beneficial ownership of the shares of Common Stock to which this Statement relates in order to obtain a significant equity position in the Company, the Common Stock of which, in the opinion of the Reporting Entities, was undervalued and represented an attractive investment opportunity when purchased. The Reporting…

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Mudrick Offers Liquidity to Globalstar

Purpose of Transaction. The Reporting Persons purchased the Shares based on the Reporting Persons’ belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale…