The Activist Report - Quarterly Issues

June 2026

Board Intelligence Package
Activism Vulnerability Ratings: Top 10
AVR: Digging Deeper
13D Proxy Views
- Lululemon Inc (LULU) / Chip Wilson
- Wex Inc. (WEX) / Impactive Capital
One Question with Top Advisors
13F Analysis
Sample Report
- DT / Starboard Value
- JACK / Biglari
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Joele Frank
Standstill Analysis
Advisor Directory

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March 2026

Board Intelligence Package
Company Vulnerability Ratings: Top 10
10 Questions with Lawrence Elbaum
13D Monitor Qualitative League Tables
13F Analysis
2025: A Year in Review
Sample Report
- FBIN / Garden Investment Management
- FR / Land & Buildings Investment Management
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Joele Frank
Standstill Analysis
Advisor Directory

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December 2025

13D Monitor for Corporations
Company Vulnerability Ratings: Top 10
10 Questions with Elizabeth Gonzalez-Sussman
Conference Recap
13F Analysis
Sample Report
- PEP / Elliott
- COO / Browning West
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Joele Frank
Standstill Analysis
Advisor Directory

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September 2025

13D Monitor for Corporations
Company Vulnerability Ratings: Top 10
10 Questions with Steve Lipin
13F Analysis
Sample Report
- VSAT / Carronade
- CMA / HoldCo
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Joele Frank
Standstill Analysis
Advisor Directory

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June 2025

13D Monitor Views and Commentary
- WARNING CORPORATIONS
- Just Vote No (HOG / H Partners; WEX / Impactive)
- Betting on Passivity (PENN / HG Vora)
Company Vulnerability Ratings: Top 20
10 Questions with Carmen Lu
13F Analysis
Sample Report
- LSEA / Mill Road
- CRL / Elliott
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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March 2025

Emotional Intelligence
10 Questions with Elina Tetelbaum
13D Monitor Qualitative League Tables
Company Vulnerability Ratings: Top 20
13F Analysis
Historical Investor Results
2024: A Year in Review
Sample Report
- ALTO / Bradley Radoff
- SHCO / Third Point
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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December 2024

13D Monitor’s Company Vulnerability Ratings
10 Questions with Pamela Codo-Lotti
Conference Recap
13F Analysis
Sample Report
- BFIT.AS / Buckley Capital
- KVUE / Starboard
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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September 2024

Why Activism Resembles the Five Stages of Grief
10 Questions with Chris Young
13F Analysis
Sample Report
- BITF / Riot Platforms
- VSTS / Corvex
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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June 2024

Can a Company Activist-Proof Itself?
10 Questions with Donna Anderson
13F Analysis
Sample Report
- BJRI / PW Capital
- TWLO / Sachem Head
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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March 2024

Activism is on the Rise and These Companies are Vulnerable
Interview with Joele Frank and Matthew Sherman
2023: A Year in Review
13F Analysis
Sample Report
- OFIX/Engine
- ELAN/Ancora
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Jefferies Group
Standstill Analysis
Advisor Directory

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June 2026

AVR: Digging Deeper
10 Questions with Vik Ghei and Misha Zaitzeff
13F Analysis
Sample Report
- DT / Starboard Value
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Olshan Frome Wolosky LLP
Activist Investor Directory

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March 2026

10 Questions with James Hawkins
13F Analysis
2025: A Year in Review
Sample Report
- FBIN / Garden Investment Management
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Olshan Frome Wolosky LLP
Activist Investor Directory

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December 2025

10 Questions with Dan Gropper
Conference Recap
13F Analysis
Japan 2025 Proxy Season Review
Sample Report
- PEP / Elliott Investment Management
Sample Activist Profile: JANA Partners
Sample Advisor Profile: Olshan Frome Wolosky LLP
Activist Investor Directory

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September 2025

Japan 2025 Proxy Season Review
10 Questions with Dylan Haggart
13F Analysis
Sample Report
- VSAT / Carronade
Sample Activist Profile: JANA Partners
Activist Investor Directory

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June 2025

13D Monitor Views and Commentary
- WARNING CORPORATIONS
- Just Vote No (HOG / H Partners; WEX / Impactive)
- Betting on Passivity (PENN / HG Vora)
10 Questions with Keith Meister
13F Analysis
Sample Report
- CRL / Elliott
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download

March 2025

Emotional Intelligence
10 Questions with Lars Förberg
13F Analysis
Historical Investor Results
2024: A Year in Review
Sample Report
- SHCO / Third Point
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download

December 2024

13D Monitor’s Company Vulnerability Ratings
10 Questions with Ananym Capital Management
Conference Recap
13F Analysis
Sample Report
- KVUE / Starboard
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download

September 2024

10 Questions with Lauren Taylor Wolfe
Why Activism Resembles the Five Stages of Grief
13F Analysis
Sample Report
- VSTS / Corvex
Sample Activist Profile: JANA Partners
Activist Investor Directory

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June 2024

The Big East – Has Activism Become Asia's Biggest Import?
10 Questions with Changhwan Lee
13F Analysis
Sample Report
- TWLO / Sachem Head
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download

March 2024

A New Era for Shareholder Activism
Interview with Jeff Smith
2023: A Year in Review
13F Analysis
Sample Report
- ELAN/Ancora
Sample Activist Profile: JANA Partners
Activist Investor Directory

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June 2025

M&A Activist Engagements
13D Monitor Views and Commentary
- WARNING CORPORATIONS
- Just Vote No (HOG / H Partners; WEX / Impactive)
- Betting on Passivity (PENN / HG Vora)
Company Vulnerability Ratings: Top 20
10 Questions with Carmen Lu
13F Analysis
Sample Report
- CXTS / Elliott
- TOPCON / ValueAct
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download

March 2025

M&A Activist Engagements
13D Monitor’s Company Vulnerability Ratings
The Big East: Has Activism Become Asia’s Biggest Import?
10 Questions with Lars Förberg
13F Analysis
Historical Investor Results
2024: A Year in Review
Sample Report
- CTSX / Elliott
- Topcon / ValueAct
Sample Activist Profile: JANA Partners
Activist Investor Directory

Download