News•Feb 15, 2026
Special Situations Digest - #2
The second Special Situations Digest highlights a wave of activist campaigns spanning technology, biotech, consumer, and industrial firms, alongside numerous companies embarking on strategic reviews or restructuring. Activists such as YZi Labs, Engine Capital, and Elliott Management are pushing for board changes, governance reforms, and potential sales or buybacks. Several firms—including MarineMax, BlackLine, and Bill Holdings—face proxy battles or shareholder proposals aimed at unlocking value. Meanwhile, strategic reviews at firms like Rivalry Corp., Skillsoft, and Orion Properties signal possible asset sales, mergers, or pivots to improve capital efficiency.
By Harold’s “Special Situations Digest” (curation via V&O link)