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decks · corpus

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

Advanced search Playbook directory
shareholder-letter×from 2025×playbook only×clear all
15 results · page 1 of 1
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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 playbook
UniFirst Corporation (UNF)
Shareholder-Letter Engine Capital
UniFirst Corporation (UNF)
2025 5 pp playbook
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
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