185 documents showing 181–185
Target Corporation TGT
Target board lacks senior operating experience in retail, credit cards, and real estate
N4
V3
C3
⌂
◫
⇌
⚑
Parkland Corporation PKI
Parkland's board is running a sham strategic review to entrench itself; Engine demands a shareholder-driven board reconstitution before the 2025 Annual Meeting to unlock real value.
N3
V1
C1
”
⚑
Lyft LYFT
Lyft's entrenched, inexperienced board tolerates a dual-class structure, staggered seats and unoptimized balance sheet; replacing two directors unlocks governance reform and a $750mm ASR.
N3
V1
C1
⚑
The Walt Disney Company DIS
Disney has lost its way and underperformed peers; replacing two long-tenured directors with Nelson Peltz and former Disney CFO Jay Rasulo will restore accountability and shareholder returns.
N3
V3
C3
⇌
⚑
Hess Corporation HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4
C4
⌂
◫
”
⇌
⚑
Date
Fund
Target
Thesis
Scores
2009-05-11
Pershing Square
Target Corporation
TGT
Target board lacks senior operating experience in retail, credit cards, and real estate
N4
V3
—
Engine Capital
Parkland Corporation
PKI
Parkland's board is running a sham strategic review to entrench itself; Engine demands a shareholder-driven board reconstitution before the 2025 Annual Meeting to unlock real value.
N3
V1
—
Engine Capital
Lyft
LYFT
Lyft's entrenched, inexperienced board tolerates a dual-class structure, staggered seats and unoptimized balance sheet; replacing two directors unlocks governance reform and a $750mm ASR.
N3
V1
—
Trian Partners
The Walt Disney Company
DIS
Disney has lost its way and underperformed peers; replacing two long-tenured directors with Nelson Peltz and former Disney CFO Jay Rasulo will restore accountability and shareholder returns.
N3
V3
—
Elliott Management
Hess Corporation
HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4