# EDGAR Filing Document

**Accession Number:** 0001596053
**File Stem:** 0002073679-25-000022
**Filing Date:** 2025-8
**Character Count:** 29431
**Document Hash:** 8f26608e2c120c7750757f08b61ab88f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002073679-25-000022.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0002073679-25-000022

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arosa Capital Management LP
- **CENTRAL INDEX KEY:** 0001596053

**ORGANIZATION NAME:**
- **EIN:** 800948256
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16456
- **FILM NUMBER:** 251269772

**BUSINESS ADDRESS:**
- **STREET 1:** 1674 MERIDIAN AVENUE
- **STREET 2:** SUITE 500
- **CITY:** MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33139
- **BUSINESS PHONE:** 212-218-0550

**MAIL ADDRESS:**
- **STREET 1:** 1674 MERIDIAN AVENUE
- **STREET 2:** SUITE 500
- **CITY:** MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33139

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001596053

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Arosa Capital Management LP

**Address:** 1674 MERIDIAN AVENUE, MIAMI BEACH, FL 33139

**Telephone number:** 212-218-0550

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-16456

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 54930031U2W1PGGCVJ66

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AMENTUM HOLDINGS, INC           | 023939101 | 03/05/2025     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR         |                                   350000 | FOR                         |  |
| AMENTUM HOLDINGS, INC           | 023939101 | 03/05/2025     | Advisory vote on the frequency of the advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | ONE YEAR    |                                   350000 | FOR                         |  |
| ANTERO RESOURCES CORPORATION    | 03674X106 | 06/04/2025     | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| ARGAN, INC.                     | 04010E109 | 06/17/2025     | The non-binding advisory approval of our executive compensation (the "say-on- pay" vote).                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          24200 |                0 | FOR         |                                    24200 | FOR                         |  |
| ARGAN, INC.                     | 04010E109 | 06/17/2025     | The non-binding advisory vote on the frequency of the stockholder vote on our executive compensation (the "say-on- frequency" vote).                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          24200 |                0 | ONE YEAR    |                                    24200 | FOR                         |  |
| ATKINSREALIS GROUP INC.         | 04764T104 | 05/15/2025     | Non-binding Advisory Vote on the Company's Approach to Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          22291 |                0 | FOR         |                                    22291 | FOR                         |  |
| AUTONATION, INC.                | 05329W102 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           6600 |                0 | FOR         |                                     6600 | FOR                         |  |
| BAKER HUGHES COMPANY            | 05722G100 | 05/20/2025     | An advisory vote related to the Company's executive compensation program                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          28366 |                0 | FOR         |                                    28366 | FOR                         |  |
| BWX TECHNOLOGIES, INC.          | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          12528 |                0 | FOR         |                                    12528 | FOR                         |  |
| CAMECO CORPORATION              | 13321L108 | 05/09/2025     | Have a say on our approach to executive compensation (see page 8 of the management proxy circular) As this is an advisory vote, the results will not be binding on the board. Be it resolved that, on an advisory basis and not to diminish the role and responsibilities of the board of directors for executive compensation, the shareholders accept the approach to executive compensation disclosed in Cameco's management proxy circular delivered in advance of the 2025 annual meeting of shareholders. | SECTION 14A SAY-ON-PAY VOTES |         218968 |                0 | FOR         |                                   218968 | FOR                         |  |
| CENTRUS ENERGY CORP.            | 15643U104 | 06/20/2025     | To hold an advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          32805 |                0 | FOR         |                                    32805 | FOR                         |  |
| CHENIERE ENERGY, INC.           | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5600 |                0 | FOR         |                                     5600 | FOR                         |  |
| CLEARWAY ENERGY, INC.           | 18539C204 | 04/22/2025     | To approve, on a non-binding advisory basis, Clearway Energy, Inc.'s executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         176952 |                0 | FOR         |                                   176952 | FOR                         |  |
| DENISON MINES CORP.             | 248356107 | 05/12/2025     | On an advisory basis and not to diminish the role and responsibilities of the Board of Directors, acceptance of the approach to executive compensation as disclosed in the Circular.                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         750949 |                0 | FOR         |                                   750949 | FOR                         |  |
| ENERSYS                         | 29275Y102 | 08/01/2024     | An advisory vote to approve the compensation of EnerSys' named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          88900 |                0 | FOR         |                                    88900 | FOR                         |  |
| EQT CORPORATION                 | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation's named executive officers (say-on-pay).                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26000 |                0 | FOR         |                                    26000 | FOR                         |  |
| EXPAND ENERGY CORPORATION       | 165167735 | 06/05/2025     | To approve on an advisory basis our named executive officer compensation for 2024.                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| FERRARI N.V.                    | N3167Y103 | 04/16/2025     | Remuneration Report 2024 (advisory vote)                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           8209 |                0 | FOR         |                                     8209 | FOR                         |  |
| FIRST SOLAR, INC.               | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          62750 |                0 | FOR         |                                    62750 | FOR                         |  |
| FLUENCE ENERGY, INC.            | 34379V103 | 03/17/2025     | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         223829 |                0 | FOR         |                                   223829 | FOR                         |  |
| GE VERNOVA INC.                 | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          56200 |                0 | FOR         |                                    56200 | FOR                         |  |
| GE VERNOVA INC.                 | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          56200 |                0 | ONE YEAR    |                                    56200 | FOR                         |  |
| GROUP 1 AUTOMOTIVE, INC.        | 398905109 | 05/13/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2400 |                0 | FOR         |                                     2400 | FOR                         |  |
| MARATHON PETROLEUM CORPORATION  | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          12000 |                0 | FOR         |                                    12000 | FOR                         |  |
| MASTEC, INC.                    | 576323109 | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          82600 |                0 | FOR         |                                    82600 | FOR                         |  |
| MIRION TECHNOLOGIES, INC.       | 60471A101 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         868261 |                0 | FOR         |                                   868261 | FOR                         |  |
| NEXTRACKER INC.                 | 65290E101 | 08/19/2024     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         104800 |                0 | FOR         |                                   104800 | FOR                         |  |
| NXP SEMICONDUCTORS N.V.         | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          12000 |                0 | FOR         |                                    12000 | FOR                         |  |
| PERMIAN RESOURCES CORPORATION   | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          59991 |                0 | FOR         |                                    59991 | FOR                         |  |
| PRIMORIS SERVICES CORPORATION   | 74164F103 | 04/30/2025     | Advisory, Non-Binding Vote Approving the Company's Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          63825 |                0 | FOR         |                                    63825 | FOR                         |  |
| QUANTA SERVICES, INC.           | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9660 |                0 | FOR         |                                     9660 | FOR                         |  |
| SHOALS TECHNOLOGIES GROUP, INC. | 82489W107 | 05/01/2025     | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal).                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1153193 |                0 | FOR         |                                  1153193 | FOR                         |  |
| TARGA RESOURCES CORP.           | 87612G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          14200 |                0 | FOR         |                                    14200 | FOR                         |  |
| TETRA TECH, INC.                | 88162G103 | 02/27/2025     | To approve, on an advisory basis, the Company's named executive officers' compensation.                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          75000 |                0 | FOR         |                                    75000 | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.    | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          48000 |                0 | FOR         |                                    48000 | FOR                         |  |
| VIPER ENERGY, INC.              | 927959106 | 05/20/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          66000 |                0 | FOR         |                                    66000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Arosa Capital Management LP

**By (Signature):** Daniel Radden

**By (Printed Signature):** Daniel Radden

**By (Title):** COO/GC/CCO

**Date:** 08/28/2025