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119 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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shareholder-letter×orientation:portrait×from 2017×clear all
119 results · page 1 of 2
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CarMax Inc. (KMX)
Shareholder-Letter Starboard Value
CarMax Inc. (KMX)
2026 6 pp playbook
Lamb Weston Holdings, Inc. (LW)
Shareholder-Letter Starboard Value
Lamb Weston Holdings, Inc. (LW)
2026 3 pp playbook
Riot Platforms, Inc. (RIOT)
Shareholder-Letter Starboard Value
Riot Platforms, Inc. (RIOT)
2026 5 pp playbook
Tripadvisor, Inc. (TRIP)
Shareholder-Letter Starboard Value
Tripadvisor, Inc. (TRIP)
2026 4 pp playbook
Toyota Industries Corporation (6201)
Shareholder-Letter Elliott Management
Toyota Industries Corporation (6201)
2026 17 pp
Toyota Industries Corporation (6201)
Shareholder-Letter Elliott Management
Toyota Industries Corporation (6201)
2026 17 pp playbook
UniFirst Corporation (UNF)
Shareholder-Letter Engine Capital
UniFirst Corporation (UNF)
2025 5 pp playbook
UniFirst Corporation (UNF)
Shareholder-Letter Engine Capital
UniFirst Corporation (UNF)
2025 5 pp
PepsiCo (PEP)
Shareholder-Letter Elliott Management
PepsiCo (PEP)
2025 4 pp playbook
Avantor, Inc. (AVTR)
Shareholder-Letter Engine Capital
Avantor, Inc. (AVTR)
2025 12 pp playbook
Sumitomo Realty & Development Co., Ltd. (8830)
Shareholder-Letter Elliott Management
Sumitomo Realty & Development Co., Ltd. (8830)
2025 13 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2025 13 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2025 2 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2025 21 pp
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 8 pp playbook
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2025 8 pp playbook
Smiths Group plc (SMIN)
Shareholder-Letter Engine Capital
Smiths Group plc (SMIN)
2025 7 pp playbook
Howard Hughes Holdings Inc. (HHH)
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 14 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 5 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 4 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 9 pp playbook
Southwest Airlines (LUV)
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 3 pp playbook
Upwork Inc. (UPWK)
Shareholder-Letter Engine Capital
Upwork Inc. (UPWK)
2024 7 pp playbook
Dye & Durham Limited (DND)
Shareholder-Letter Engine Capital
Dye & Durham Limited (DND)
2024 6 pp playbook
News Corporation (NWSA)
Shareholder-Letter Starboard Value
News Corporation (NWSA)
2024 3 pp playbook
News Corporation (NWSA)
Shareholder-Letter Starboard Value
News Corporation (NWSA)
2024 3 pp playbook
Southwest Airlines (LUV)
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 10 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 20 pp playbook
Match Group, Inc. (MTCH)
Shareholder-Letter Starboard Value
Match Group, Inc. (MTCH)
2024 5 pp playbook
Match Group, Inc. (MTCH)
Shareholder-Letter Starboard Value
Match Group, Inc. (MTCH)
2024 5 pp playbook
Southwest Airlines (LUV)
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 6 pp playbook
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 6 pp playbook
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 6 pp playbook
Autodesk, Inc. (ADSK)
Shareholder-Letter Starboard Value
Autodesk, Inc. (ADSK)
2024 8 pp playbook
Southwest Airlines (LUV)
Shareholder-Letter Elliott Management
Southwest Airlines (LUV)
2024 3 pp
Texas Instruments (TXN)
Shareholder-Letter Elliott Management
Texas Instruments (TXN)
2024 13 pp playbook
Parkland Corporation (PKI)
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 3 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 2 pp
Parkland Corporation (PKI)
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 2 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 49 pp
BlackRock (BLK)
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 7 pp playbook
Norfolk Southern Corporation (NSC)
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 1 pp
Dye & Durham Limited (DND)
Shareholder-Letter Engine Capital
Dye & Durham Limited (DND)
2024 3 pp playbook
Keisei Electric Railway Co., Ltd. (9009.T)
Shareholder-Letter Palliser Capital
Keisei Electric Railway Co., Ltd. (9009.T)
2024 9 pp playbook
Norfolk Southern Corporation (NSC)
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 14 pp playbook
National Health Investors, Inc. (NHI)
Shareholder-Letter Land and Buildings
National Health Investors, Inc. (NHI)
2024 8 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2024 43 pp playbook
Parkland Corporation (PKI)
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 6 pp playbook
BlackRock (BLK)
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 5 pp
BlackRock (BLK)
Shareholder-Letter Bluebell Capital
BlackRock (BLK)
2024 2 pp
The Walt Disney Company (DIS)
Shareholder-Letter Trian Partners
The Walt Disney Company (DIS)
2024 2 pp
Norfolk Southern Corporation (NSC)
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 14 pp playbook
Norfolk Southern Corporation (NSC)
Shareholder-Letter Ancora
Norfolk Southern Corporation (NSC)
2024 2 pp
The Walt Disney Company (DIS)
Shareholder-Letter Trian Partners
The Walt Disney Company (DIS)
2024 2 pp
GoDaddy Inc. (GDDY)
Shareholder-Letter Starboard Value
GoDaddy Inc. (GDDY)
2024 4 pp playbook
Parkland Corporation (PKI)
Shareholder-Letter Engine Capital
Parkland Corporation (PKI)
2024 5 pp playbook
CPI Property Group (CPIPGR)
Shareholder-Letter Muddy Waters
CPI Property Group (CPIPGR)
2023 3 pp playbook
Phillips 66 (PSX)
Shareholder-Letter Elliott Management
Phillips 66 (PSX)
2023 6 pp playbook
BP plc (BP)
Shareholder-Letter Bluebell Capital
BP plc (BP)
2023 30 pp playbook
GoDaddy Inc. (GDDY)
Shareholder-Letter Starboard Value
GoDaddy Inc. (GDDY)
2023 8 pp playbook