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 |
|---|---|---|---|---|---|---|---|---|
| CONCENTRIX CORP(CNXC) | 6/6 | HIGH | -49.4% | -21.7% | 7 AGAINST | AGAINST | Industrials | Small |
| EXP WORLD HOLDINGS INC(EXPI) | 6/6 | HIGH | -49.4% | -34.4% | 6 AGAINST | AGAINST | Real Estate | Micro |
| GOODYEAR TIRE & RUBBER(GT) | 6/6 | HIGH | -43.5% | -24.4% | 6 AGAINST | AGAINST | Consumer Discretionary | Small |
| HUMANA INC(HUM) | 6/6 | HIGH | -45.1% | -35.7% | 7 AGAINST | AGAINST | Health Care | Medium |
| JELD WEN HOLDING INC(JELD) | 6/6 | HIGH | -78.7% | -41.9% | 8 AGAINST | AGAINST | Industrials | Micro |
| ONEWATER MARINE CLASS A INC(ONEW) | 6/6 | HIGH | -51.7% | -20.1% | 8 AGAINST | AGAINST | Consumer Discretionary | Micro |
| ADOBE INC(ADBE) | 5/6 | HIGH | -40.1% | -24.4% | 11 AGAINST | FOR | Information Technology | Large |
| BIOHAVEN LTD(BHVN) | 5/6 | HIGH | -68.9% | -11.1% | 3 AGAINST | AGAINST | Health Care | Micro |
| BOWHEAD SPECIALTY HOLDINGS INC(BOW) | 5/6 | HIGH | -46.5% | -17.8% | 3 AGAINST | FOR | Financials | Micro |
| CHURCHILL DOWNS INC(CHDN) | 5/6 | HIGH | -26.7% | -23.0% | 2 AGAINST | AGAINST | Consumer Discretionary | Small |
| CERENCE INC(CRNC) | 5/6 | HIGH | -47.2% | -38.2% | 4 AGAINST | FOR | Information Technology | Micro |
| FLUENCE ENERGY INC CLASS A(FLNC) | 5/6 | HIGH | -47.9% | -27.1% | 9 AGAINST | FOR | Industrials | Micro |
| FMC CORP(FMC) | 5/6 | HIGH | -68.2% | -3.8% | 7 AGAINST | AGAINST | Materials | Small |
| JEFFERIES FINANCIAL GROUP INC(JEF) | 5/6 | HIGH | -47.0% | -41.6% | 11 AGAINST | FOR | Financials | Medium |
| J AND J SNACK FOODS CORP(JJSF) | 5/6 | HIGH | -38.3% | -8.8% | 1 AGAINST | AGAINST | Consumer Staples | Micro |
| KKR REAL ESTATE FINANCE INC TRUST(KREF) | 5/6 | HIGH | -35.6% | -20.4% | 8 AGAINST | FOR | Financials | Micro |
| LENNAR A CORP CLASS A(LEN) | 5/6 | HIGH | -32.0% | -7.5% | 6 AGAINST | AGAINST | Consumer Discretionary | Medium |
| METALLUS INC(MTUS) | 5/6 | HIGH | -32.3% | -18.2% | 3 AGAINST | FOR | Materials | Micro |
| NIOCORP DEVELOPMENTS LTD(NB) | 5/6 | HIGH | -57.7% | -17.0% | 5 AGAINST | FOR | Materials | Micro |
| NUTEX HEALTH INC(NUTX) | 5/6 | HIGH | -51.3% | -37.5% | 4 AGAINST | FOR | Health Care | Micro |
| QUALCOMM INC(QCOM) | 5/6 | HIGH | -30.3% | -24.7% | 9 AGAINST | FOR | Information Technology | Large |
| SANMINA CORP(SANM) | 5/6 | HIGH | -32.2% | -22.4% | 5 AGAINST | FOR | Information Technology | Medium |
| SONOS INC(SONO) | 5/6 | HIGH | -30.4% | -23.7% | 2 AGAINST | FOR | Consumer Discretionary | Small |
| WHIRLPOOL CORP(WHR) | 5/6 | HIGH | -47.2% | -23.4% | 7 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.
