IWV companies showing signals that historically attract activist investor attention — stock underperformance, governance flags, and compensation misalignment. Sorted by signal strength.
| Company | Score | Risk | 52wk Chg | YTD | Directors | Say on Pay | Sector | Cap |
|---|---|---|---|---|---|---|---|---|
| ADOBE INC(ADBE) | 6/6 | HIGH | -39.6% | -23.7% | 9 AGAINST | AGAINST | Information Technology | Large |
| CONCENTRIX CORP(CNXC) | 6/6 | HIGH | -47.9% | -19.4% | 7 AGAINST | AGAINST | Industrials | Small |
| CERENCE INC(CRNC) | 6/6 | HIGH | -46.5% | -37.4% | 4 AGAINST | AGAINST | Information Technology | Micro |
| GENUINE PARTS(GPC) | 6/6 | HIGH | -30.5% | -16.3% | 7 AGAINST | AGAINST | Consumer Discretionary | Medium |
| GOODYEAR TIRE & RUBBER(GT) | 6/6 | HIGH | -43.5% | -24.4% | 6 AGAINST | AGAINST | Consumer Discretionary | Small |
| HUMANA INC(HUM) | 6/6 | HIGH | -44.9% | -35.4% | 8 AGAINST | AGAINST | Health Care | Medium |
| JELD WEN HOLDING INC(JELD) | 6/6 | HIGH | -79.0% | -42.7% | 8 AGAINST | AGAINST | Industrials | Micro |
| NUTEX HEALTH INC(NUTX) | 6/6 | HIGH | -50.6% | -36.6% | 4 AGAINST | AGAINST | Health Care | Micro |
| ONEWATER MARINE CLASS A INC(ONEW) | 6/6 | HIGH | -51.8% | -20.1% | 8 AGAINST | AGAINST | Consumer Discretionary | Micro |
| ALTIMMUNE INC(ALT) | 5/6 | HIGH | -54.2% | +0.6% | 6 AGAINST | AGAINST | Health Care | Micro |
| BIOHAVEN LTD(BHVN) | 5/6 | HIGH | -69.3% | -12.1% | 3 AGAINST | AGAINST | Health Care | Micro |
| BOWHEAD SPECIALTY HOLDINGS INC(BOW) | 5/6 | HIGH | -45.9% | -16.9% | 3 AGAINST | FOR | Financials | Micro |
| EXP WORLD HOLDINGS INC(EXPI) | 5/6 | HIGH | -47.1% | -31.4% | 4 AGAINST | FOR | Real Estate | Micro |
| FLUENCE ENERGY INC CLASS A(FLNC) | 5/6 | HIGH | -48.8% | -28.3% | 9 AGAINST | FOR | Industrials | Micro |
| FMC CORP(FMC) | 5/6 | HIGH | -67.2% | -0.6% | 7 AGAINST | AGAINST | Materials | Small |
| J AND J SNACK FOODS CORP(JJSF) | 5/6 | HIGH | -41.4% | -13.4% | 1 AGAINST | AGAINST | Consumer Staples | Micro |
| KKR REAL ESTATE FINANCE INC TRUST(KREF) | 5/6 | HIGH | -34.7% | -19.3% | 8 AGAINST | FOR | Financials | Micro |
| LENNAR A CORP CLASS A(LEN) | 5/6 | HIGH | -31.3% | -6.5% | 7 AGAINST | AGAINST | Consumer Discretionary | Medium |
| LGI HOMES INC(LGIH) | 5/6 | HIGH | -43.8% | -1.9% | 7 AGAINST | AGAINST | Consumer Discretionary | Micro |
| MATIV HOLDINGS INC(MATV) | 5/6 | HIGH | -41.8% | -25.9% | 2 AGAINST | FOR | Materials | Micro |
| METALLUS INC(MTUS) | 5/6 | HIGH | -31.5% | -17.1% | 3 AGAINST | FOR | Materials | Micro |
| NIOCORP DEVELOPMENTS LTD(NB) | 5/6 | HIGH | -57.3% | -16.3% | 5 AGAINST | FOR | Materials | Micro |
| POLARIS INC(PII) | 5/6 | HIGH | -26.6% | -18.7% | 3 AGAINST | AGAINST | Consumer Discretionary | Small |
| SANMINA CORP(SANM) | 5/6 | HIGH | -31.5% | -21.5% | 6 AGAINST | FOR | Information Technology | Medium |
| TREX INC(TREX) | 5/6 | HIGH | -44.4% | +6.3% | 2 AGAINST | AGAINST | Industrials | Small |
| WHIRLPOOL CORP(WHR) | 5/6 | HIGH | -46.7% | -22.7% | 8 AGAINST | FOR | Consumer Discretionary | Small |
Scoring model (0–6 pts): Stock distress (≤ −30% from 52-week high, YTD < −15%, Large/Medium cap) + governance flags from proxy_policy.md analysis (director AGAINST recs, Say on Pay AGAINST).
Screening signals only — not investment advice, not a solicitation, and not a prediction of activist activity. Companies already in active proxy contests are excluded from this view. See Terms & Conditions.
