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 |
|---|---|---|---|---|---|---|---|
| ALIT | Alight Inc | Technology - Small | -87.5% | -57.8% | C- | 0.5y | 2y |
| AVTR | Avantor Inc | Basic Materials - Medium | -27.0% | -22.6% | C- | 0.9y | 3y |
| COTY | Coty Inc | Consumer Defensive - Small | -58.7% | -44.9% | D | 0.5y | 3y |
| FISV | Fiserv Inc | Technology - Large | -68.6% | -26.6% | C- | 0.1y | 3y |
| QXO | Qxo Inc | Industrials - Large | -23.6% | -8.9% | C | 2y | 2y |
Active proxy fights & withhold campaigns5
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 |
|---|---|---|---|---|---|
| EMPD | Empery Digital Inc | ATG Capital Management, LLC | -66.1% | 2 Board 2 Activist | — |
| BHR | Braemar Hotels & Resorts Inc | Al Shams Investments LTD | -10.0% | 3 Board 6 Activist | |
| GCO | Genesco Inc | Bradley Louis Radoff | +52.9% | 9 Board 5 Activist | |
| SEER | Seer Inc | Bradley Louis Radoff | -16.3% | 21 Board 13 Activist | |
| JOB | Gee Group Inc | Star Equity Fund, LP | +4.8% | 1 Board 1 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.
- Engaged Capital
- Ancora Advisors, LLC
- 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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