Activist Target

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Atlantic: OI Shares Could More Than Double

September 13, 2018 Mr. Andres Lopez President and Chief Executive Officer Owens-Illinois, Inc. One Michael Owens Way Perrysburg, OH 43551 Dear Andres: It was good to meet with you, CFO Jan Bertsch and Treasurer Dave Johnson yesterday at our office in New York, following your presentation at the Credit Suisse Conference where you provided an…

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Marathon Sends Letter to e.l.f. Beauty’s Board

Purpose of Transaction. Item 4 is hereby amended to add the following: On September 12, 2018, Marathon Partners delivered a letter (the “Letter”) to the Issuer’s CEO and Chairman of the board of directors (the “Board”) recommending, among other things, that the Board pursue cost-cutting measures that focus on profitable growth or strategic alternatives, including…

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Ex PM Pushing for Changes at Destination XL

September 11, 2018 Glenn J. Krevlin 600 Fifth Avenue, 11 FL New York, NY 10020 Corporate Secretary Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 To the Board of Directors: I have had an equity interest in Destination XL Group Inc. (“DXLG” or the “Company”) since 2001, actively listening to nearly every earnings call…

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TCS Points to DHX Price Drop From $13 to $2

John Barter Chairman, Board of Directors DHI Group, Inc. 1040 Avenue of the Americans, Floor 8 New York, NY 10018   August 23, 2018 Dear Chairman Barter, As you know, we are the largest shareholder of DHI Group (“DHI” or the “Company”) and have closely followed the Company for nearly two decades. We are writing…

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Alesia Lays Out Case for PHI Sale

August 20, 2018 The Board of Directors of PHI, Inc. c/o of Al Gonsoulin, Chairman of the Board and CEO 2001 SE Evangeline Thruway Lafayette, LA 70508 Dear Members of the Board: We, Alesia Asset Management and Timothy Stabosz, collectively control 4.7% of the outstanding shares of PHIIK. We believe PHI is deeply undervalued and…

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Legion Thinks NTRI is Misunderstood

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 of Shares desirable,…

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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…