Track every U.S. activist campaign.
Live proxy fights, cooperation-agreement settlements, and the activists running them — plus a daily-rescored read on which U.S. public companies are most exposed before a 13D files.
Companies at Risk
Five U.S. public companies our activist-vulnerability model is currently calling exposed, drawn from a screen that runs across the full U.S. public-company universe. Performance, board quality, and leadership-tenure signals shown below; the model and full ranking live in the platform.
| Ticker | Company | Sector | TSR 1Y | TSR 3Y | Board | CEO tenure | Avg board tenure |
|---|---|---|---|---|---|---|---|
| EMAT | Evolution Metals & Technologies Corp | Basic Materials - Small | -80.2% | -38.7% | D | 0.8y | 0.7y |
| FISV | Fiserv Inc | Technology - Large | -60.4% | -25.8% | C- | 0.3y | 3y |
| FMC | Fmc Corp | Basic Materials - Small | -68.7% | -45.7% | C- | 2y | 7y |
| QXO | Qxo Inc | Industrials - Large | -38.6% | -19.3% | C | 2y | 2y |
| TIPT | Tiptree Inc | Financial Services - Small | -2.1% | +4.7% | B- | 0.8y | 11y |
Active proxy fights & withhold campaigns6
Every contested situation we’re currently tracking at a U.S. public company. Filings Analyzed counts the proxy-solicitation (14A) filings each side has made over the past ~13 months, with a link to each side’s definitive proxy statement when one has been filed. Dissident slates and the daily-rescored vote-outcome forecast are inside the platform.
| Ticker | Target | Activist | TSR 1Y | Filings Analyzed | Proxy |
|---|---|---|---|---|---|
| PCYO | Pure Cycle Corp | Maran Capital Management, LLC | +0.1% | 3 Board 0 Activist | |
| ETD | Ethan Allen Interiors Inc | DGB Investment, Inc. | -6.1% | 13 Board 19 Activist | |
| VOYA | Voya Financial Inc | TOMS Capital Investment Management LP | +33.8% | 2 Board 8 Activist | |
| CLST | Catalyst Bancorp Inc | Stilwell Joseph | +30.3% | 1 Board 1 Activist | |
| MTN | Vail Resorts Inc | Oasis Management Co Ltd. | -0.2% | 3 Board 2 Activist | |
| UMH | Umh Properties Inc | Erez REIT Opportunities LP | +13.2% | 3 Board 2 Activist |
The activist roster25
The most-active U.S. shareholder activists. Track records, current 13F overlap, and effectiveness scoring live in the platform.
- Elliott Investment Management L.P.
- Ancora Advisors, LLC
- Engaged Capital
- Starboard Value
- Trian Fund Management
- Legion Partners Asset Management
- Barington Capital Group
- Engine Capital, L.P.
- Engine Capital Management, LP
- Land Buildings Investment Management, LLC
- ValueAct Capital
- D. E. Shaw Co., Inc.
- HG Vora Capital Management
- JCP Investment Management, LLC
- Sachem Head Capital Management LP
- Anson Funds Management LP
- Biglari Capital Corp.
- Stilwell Joseph
- Vision One Management Partners, LP
- Altai Capital Management, L.P.
- Politan Capital Management LP
- Sarissa Capital Management LP
- Third Point
- Scopia Capital Management
- Impactive Capital
Three models, one platform
How we score activist vulnerability
A continuously-updated score on every U.S. public company built from performance, governance, ownership, and valuation signals — designed to flag exposure before a 13D files.
How we tag activist style
We classify each activist's playbook from their multi-year filings and outcomes — proxy-fight pressure, settlement patterns, seat-conversion rates, and capital structure of the campaign.
How we score campaign outcomes
Per-nominee seat outcomes, settlement effectiveness, and a daily-rescored contested-election forecast — the scoreboard for the fights you're following.
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