11/6/2025

Third Point Returns to Japan with Stake in Manufacturer Ebara

Institutional Investor (11/06/25) Nitta, Eisaku; Oku, Takahashi

Daniel Loeb's Third Point has taken a stake in Japanese manufacturer Ebara (EBCOY), the U.S. hedge fund said in a letter to investors. Ebara makes wafer polishing equipment used in semiconductor production. Activist investor Third Point said the company's shares are trading at a discount to its U.S. peers. Asked by Nikkei on Thursday about the investment, Ebara said, "We do not comment on specific shareholders." The company's share price rose about 8% to close at 4,399 yen. Ebara, originally a water pump manufacturer, entered the chemical mechanical polishing equipment business in 1992. According to the company, it currently holds the second-largest global market share in CMP equipment. Loeb, Third Point's CEO, said in the letter that CMP makers will greatly benefit from demand for the advanced packaging technologies essential to artificial intelligence semiconductors, arguing that Ebara has room to grow its market share. He added that Third Point is engaging with Ebara's management to improve shareholder value. Third Point is one of the leading activist funds in the U.S. It previously urged Seven & i Holdings (SVNDY), the parent of convenience store chain 7-Eleven, to restructure unprofitable businesses. It also called on Sony, now Sony Group (SONY), to spin off its semiconductor division. The investment in Ebara is thought to be the hedge fund's first stake in a Japanese blue-chip company since selling its Sony shares in 2020. Ebara's consolidated revenue rose 14% on the year to 866.6 billion yen ($5.64 billion) in the fiscal year ended December 2024. The precision machinery and electronics segment, which includes CMP equipment, accounted for 278.3 billion yen, or about 30% of total revenue.

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11/6/2025

Penn Ends $2 Billion ESPN Bet Deal After Just Two Years

InGame (11/06/25) O'Boyle, Daniel

ESPN Bet will be no more in a matter of weeks, as Penn Entertainment (PENN) and ESPN have canceled their $2 billion partnership, the companies revealed in a press release Thursday. The partnership will end on Dec. 1, a month before the end of the NFL regular season. From that point on, Penn will rebrand the ESPN Bet app as theScore Bet, taking the name of the Canada-founded sportsbook that Penn acquired in 2021. The Penn-ESPN partnership was first announced in 2023. Under the deal, Penn would pay $150 million per year for 10 years, plus warrants to buy Penn stock that bumped the value of the deal up to $2 billion, for the right to use the ESPN name and branding. However, ESPN Bet struggled to ever gain significant market share. According to Casino Reports’ sports betting database, ESPN Bet made up only 2.6% of the online sports betting market in August, and has been hovering around that level since mid-2024. The deal included a provision to terminate the agreement after the third year if specific market share performance thresholds were not met, though it turns out the termination is now happening even sooner. “When we first announced our partnership with ESPN, both sides made it clear that we expected to compete for a podium position in the space,” Penn CEO Jay Snowden said. “Although we made significant progress in improving our product offering and building a cohesive ecosystem with ESPN, we have mutually and amicably agreed to wind down our collaboration.” Snowden said Penn will refocus on the company’s areas of “strength,” including Canada — where Penn already operates under the theScore Bet brand — and online casino. That focus on online casino at the expense of U.S. sports betting was one of the requests made by activist investor HG Vora, which currently holds two seats on Penn’s board and has been locked in a battle with management over a third. ESPN will still have warrants to purchase almost 8 million Penn shares, at a price of $28.95. Penn shares are currently trading at $16.35, meaning that they would have to rise by almost 80% for the warrants to be worth executing. One hour after the Penn-ESPN Bet announcement, at 8 a.m. ET Thursday, ESPN announced a new multi-year deal with DraftKings (DKNG) to be “the official sportsbook and odds provider of ESPN,” effective Dec. 1. The announcement came alongside Penn’s third-quarter results. In terms of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), the digital business — including both online sports betting and iGaming, across the U.S. and Canada — made a loss of $76.6 million, moderately lower than the $90.9 million loss a year earlier. Revenue was lower than expected, at $297.7 million, partly due to “customer-friendly” sports results, as well as “lower than anticipated” betting volume. The company as a whole made $1.72 billion in revenue for the quarter, up 4.7% from 2024, with adjusted EBITDA of $194.9 million. However, the company had to write down the value of its interactive division because of the end of the ESPN deal. When the $825 million non-cash loss on that write-down — as well as other non-recurring costs — is included, Penn made a net loss of $865.1 million over the three-month period, a 23-fold increase from its loss in the third quarter of 2024. The company also announced a $750 million share buyback — aligning with another HG Vora demand. Penn will buy back the shares between 2026 and 2028, returning more money to shareholders. Penn had previously warned that a large share buyback program could cause its leverage — its ratio of debt to assets — to get too high, once rent is accounted for.

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11/6/2025

Air Products Beats Profit Estimates on Europe and Asia Sales, Forecasts Strong 2026 Earnings

Reuters (11/06/25)

Industrial gases manufacturer Air Products (APD) forecast 2026 adjusted profit above Wall Street estimates on Thursday after beating quarterly profit expectations on strong sales in Europe and Asia, boosting its shares by about 4% in premarket trading. Euro zone business activity saw new orders increase in August for the first time since May 2024, helping overall activity expand at the fastest pace in 15 months. The fourth-quarter sales in its Europe segment, Air Products' second-largest revenue source, rose 8% to $789 million from last year, as the company passed on higher energy costs to customers and benefited from favorable currency effects. Meanwhile, Asia, the third-largest segment, saw an increase of 1% to $870 million, driven by higher non-helium merchant volumes and improved pricing. However, sales in its largest market, the Americas, fell 1% to $1.3 billion, due to a one-time asset sale in the prior year, which led to a 7% drop in volumes. In January, the company lost a proxy fight against activist investor Mantle Ridge, which led to the election of three new directors and the removal of the CEO from the board, as Mantle Ridge pushed for the replacement of the 80-year-old chief. The company forecasts 2026 adjusted profit in the range of $12.85 to $13.15 per share, the midpoint of which is above expectations of $12.88 per share, according to data compiled by LSEG.

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11/5/2025

Charles River to Sell Off Underperforming Business Segments After Review

Boston Business Journal (11/05/25) Baratham-Green, Hannah

Charles River Laboratories International Inc. (CRL) plans to sell off underperforming businesses, the result of a strategic review underway driven by an activist shareholder. Elliott Investment Management earlier this year reached an agreement with Charles River Labs to conduct a strategic review of its business and shake up its board. The Wilmington-based contract research organization provided its first major update on the review in its third-quarter earnings on Wednesday. Charles River Labs plans to sell “underperforming or non-core businesses,” and focus on areas with more growth potential. CEO Jim Foster didn’t offer specifics on which businesses Charles River plans to divest on its earnings call, but said the businesses represent about 7% of the company’s estimated 2025 revenue. The chief executive said the company aims to complete any potential sales by the middle of 2026. Charles River Labs is a contract research organization, which conducts animal testing on behalf of pharmaceutical companies. Recently, the company has been looking to reduce its reliance on animal testing amid a general push in this direction from the FDA. Foster said the company has found opportunities for growth across all three of its business segments — research models and services, discovery and safety assessment, and manufacturing. The company plans to invest in these through M&A, partnerships, and internal development efforts. Foster also outlined capabilities in bioanalysis, in vitro services, and new approach methods (NAMs), as well as Charles Rivers’ geographic presence, as focus areas. Last month the company set up a new advisory board to guide its transition to find alternatives to animal testing, led by Namandjé Bumpus, who served as the FDA’s principal deputy commissioner until December 2024. These techniques could include organ-on-a-chip systems that replicate human tissue responses, or virtual screening to simulate biological interactions. Rachel Elfman, a health care equity analyst for Morningstar, said that Elliott tends to look for companies it feels are undervalued where they think they can “create additional shareholder value through their investment.” Prior to Charles Rivers’ earnings call, Elfman pointed out that a “large portion” of the company’s business is tied to animal research models. She said the strategic review would likely included looking at “new alternative methods and how they can integrate those more and at a faster pace.” The company’s stock is up nearly 40% since announcing the strategic review kickoff in May. A restructuring to reduce costs has also been underway at Charles River Labs in recent years. Foster said that the cuts would manifest in both layoffs and consolidating parts of the company’s global footprint. The company’s latest annual report shows it had 20,100 employees at the end of 2024, down by about 1,700 people from the end of 2023. “With these actions clearly outlined, we are intently focused on executing this plan to enhance the company’s long-term value by building upon the core strengths of our unique portfolio, advancing scientific innovation, and driving greater efficiency in both our operations and clients’ R&D and manufacturing efforts,” Foster said. The company said it would give more updates at an investor day next year. Charles River Labs reported third-quarter revenue of $1 billion, down from $1.01 billion in the third quarter of 2024. Analysts were particularly focused on performance of the company’s discovery and safety assessment (DSA) segment, which saw Q3 revenue drop from $615.1 million in 2024 to $600.7 million in 2025. The company's stock was down by more than 7% as of 12:30 p.m. While Foster said there is continued uncertainty in the sector and the company is still cautious, he sees some signs of improvement. “Booking activity from biotech clients has improved since the summer, leaving us cautiously optimistic that biotech demand will accelerate over the coming quarters, assuming clients continue to have access to more robust funding for their IND-enabling programs,” Foster said.

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11/5/2025

'Substantial' Layoffs Coming to Tripadvisor in Planned Reorganization

Boston Business Journal (11/05/25) Maffei, Lucia

Tripadvisor Inc. (TRIP) will reportedly incur "substantial" layoffs as the travel metasearch company plans to merge two of its core businesses. Tripadvisor is feeling the heat from activist investor Starboard Value, the hedge fund that also owns a stake in Burlington-based coffee and beverage giant Keurig Dr Pepper (KDP). Tripadvisor reportedly plans to merge two of its three segments: Brand Tripadvisor, its legacy travel guidance platform, would be combined with Viator, its bookable platform for tours, activities, and attractions. A substantial portion of the Tripadvisor engineering team are expected to be let go following the move. The company had about 2,860 total employees at the end of last year, with approximately 1,000 based in the U.S. Activist investors have long seen Viator and TheFork, Tripadvisor's restaurant-booking marketplace, as the business' growth areas as opposed to its user-generated travel recommendation platform. Viator brought $840 million in revenue last year, up 14% annually, while TheFork was up 18% at $181 million. The same year, Tripadvisor's legacy business — which mostly relies on click-based advertising — was down 11% at $585 million. That business competes head to head with Google. Last year, Tripadvisor formed a special M&A committee to evaluate potential suitors. Three months later, the company declared it was unable to find a suitable transaction. Tripadvisor is scheduled to report its latest quarterly financial results on Thursday morning.

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11/5/2025

Auto Repair Chain Monro Soars After Carl Icahn Takes 15% Stake to Become Largest Shareholder

CNBC (11/05/25) Li, Yun

Carl Icahn took a significant stake in auto service chain Monro Inc. (MNRO), becoming the largest single shareholder and marking his latest move in the automotive sector. Icahn disclosed ownership of 4,439,914 shares, representing a 14.8% stake in Monro, according to a new regulatory filing. The filing showed the shares were acquired by Icahn’s investment entities. It wasn’t clear whether he plans to push for changes at Monro. Icahn becomes the largest shareholder in Monro, previously known as Monro Muffler Brake, surpassing BlackRock Fund Advisors, which held 14.11% as of the latest filing, according to FactSet data. Monro’s shares surged more than 17% in afternoon trading Wednesday following the disclosure. Icahn, 89, has remained active in recent years despite challenges at his publicly traded investment firm, Icahn Enterprises (IEP). Shares of his investment firm are down about 2% this year following a 50% sell-off in 2024 and a 66% decline in 2023 after a short seller’s attack. His latest move adds Monro to a long list of companies where he’s taken large stakes and sought to influence corporate strategy, from JetBlue (JBLU) to Southwest Gas (SWX). The investor previously owned Icahn Automotive before selling the business last year as part of a broader restructuring of his holdings. Monro shares had fallen more than 40% this year before Icahn’s purchase became public. The company has struggled in recent years with declining same-store sales and rising labor costs.

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11/4/2025

Kimmeridge Calls for Overhaul at Coterra, Says 2021 Merger a Failure

Reuters (11/04/25) Menon, Pooja

Activist investor Kimmeridge on Tuesday called for an overhaul of leadership and strategy at Coterra Energy (CTRA), saying the 2021 merger of Cabot Oil & Gas and Cimarex Energy to form the company has failed to deliver value and left it trading at a discount to its peer. In an open letter, the private investment firm urged the board to appoint an independent, non-executive chair and to refocus operations on its oil-rich Delaware Basin assets, saying the company's current mix of oil and gas properties has created inefficiency and eroded returns. "Coterra's history has been tainted by a boardroom unwilling to acknowledge its own missteps," said Mark Viviano, Managing Partner at Kimmeridge in the letter. The investment firm wants Coterra to divest its Marcellus and Anadarko Basin assets to become a pure-play Permian producer, arguing that a streamlined business would simplify operations and unlock a valuation re-rating. Kimmeridge said it holds a "significant stake" in the oil and gas company without disclosing the exact detail. Coterra did not immediately respond to a request for comment. Shares of Coterra fell 1.1% in premarket trading. They have dropped 4.5% this year compared with 2.8% rise in the broader S&P 500 energy index. The $17 billion merger between Cabot Oil & Gas and Cimarex Energy in 2021 to form Coterra was seen as a "surprise" as it brought together Cabot's gas-rich Marcellus shale positions in the U.S. northeast and Cimarex's oil-heavy acres in West Texas. Coterra missed Wall Street estimates for third-quarter profit on Monday, as lower oil prices offset a jump in production.

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11/4/2025

Packaging Firm TriMas to Sell Aerospace Arm for $1.45 Billion Under Barington Pressure

Reuters (11/04/25)

TriMas Corp. (TRS) is selling its aerospace segment to an affiliate of investment firm Tinicum for $1.45 billion, it said on Tuesday, in a bid to focus on its core packaging business amid engagement from activist investor Barington Capital. In February, the company had said it would consider further streamlining its portfolio, a month after completing the sale of its Arrow Engine unit that makes jacks and compressors for oil fields, under pressure from the hedge fund. The all-cash deal, expected to close by the end of the first quarter next year, will also see funds managed by Blackstone (BX) become a minority investor. The company's aerospace segment — the second-largest, contributing about 38% to net sales so far this year — makes fasteners, and counts European planemaker Airbus (AIR) as a customer. Barington, a long-time TriMas investor, owns 1.53% of the company, according to data compiled by LSEG. The hedge fund has argued for years that the packaging, aerospace and specialty products segments do not fit together and that the company's mini-conglomerate structure has contributed to a lagging stock price. PJT Partners and BofA Securities served as the financial advisers for the aerospace unit sale, TriMas said. Tinicum manages a portfolio of companies that have a combined enterprise value of $8.9 billion, including a handful of aerospace firms, according to its website.

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