# EDGAR Filing Document

**Accession Number:** 0001319998
**File Stem:** 0001438934-25-000380
**Filing Date:** 2025-7
**Character Count:** 24524
**Document Hash:** 1c048fc88765d1d190200025f3033718
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-000380.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001438934-25-000380

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Southpoint Capital Advisors LP
- **CENTRAL INDEX KEY:** 0001319998

**ORGANIZATION NAME:**
- **EIN:** 200975910
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11745
- **FILM NUMBER:** 251162936

**BUSINESS ADDRESS:**
- **STREET 1:** 1114 AVENUE OF THE AMERICAS
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036
- **BUSINESS PHONE:** 212.692.6350

**MAIL ADDRESS:**
- **STREET 1:** 1114 AVENUE OF THE AMERICAS
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036

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

## N-PX: Filer Information

**Filer CIK:** 0001319998

**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:** Southpoint Capital Advisors LP

**Address:** 1114 Avenue of the Americas, New York, NY 10036

**Telephone number:** 212-692-6362

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-11745

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**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?:**

- [ ] No

- [x] 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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ADOBE INC.                        | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         487195 |                0 | FOR         | 487195                                   | FOR                         |  |
| AIR CANADA                        | 008911877 | 03/31/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION CONSIDERATION AND APPROVAL IN AN ADVISORY, NON-BINDING CAPACITY OF A RESOLUTION, IN THE FORM SET OUT IN SCHEDULE "A" OF THE MANAGEMENT PROXY CIRCULAR, IN RESPECT OF AIR CANADA'S APPROACH TO EXECUTIVE COMPENSATION, AS MORE PARTICULARLY DESCRIBED IN THE MANAGEMENT PROXY CIRCULAR. | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| ALGONQUIN POWER  UTILITIES CORP.  | 015857105 | 06/03/2025     | The advisory resolution set out on page 18 of the Circular approving the Corporation's approach to executive compensation as disclosed in the Circular.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           9229 |                0 | FOR         | 9229                                     | FOR                         |  |
| BLOCK, INC.                       | 852234103 | 06/17/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1800000 |                0 | FOR         | 1800000                                  | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         205806 |                0 | FOR         | 205806                                   | FOR                         |  |
| CONSTELLATION ENERGY CORP         | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         600000 |                0 | FOR         | 600000                                   | FOR                         |  |
| DELTA AIR LINES, INC.             | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1000000 |                0 | FOR         | 1000000                                  | FOR                         |  |
| FENNEC PHARMACEUTICALS INC.       | 31447P100 | 06/03/2025     | EXECUTIVE COMPENSATION: To vote, on an advisory (non-binding) basis, on the compensation of the Corporation's named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        4077214 |                0 | FOR         | 4077214                                  | FOR                         |  |
| FERGUSON ENTERPRISES INC.         | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | FOR         | 700000                                   | FOR                         |  |
| FERGUSON ENTERPRISES INC.         | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | 1 YEAR      | 700000                                   | FOR                         |  |
| FLUGHAFEN ZUERICH AG              | H26552135 | 04/14/2025     | CONSULTATIVE VOTE ON THE REMUNERATION REPORT 2024 (NON-BINDING) .                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         200000 |                0 | AGAINST     | 200000                                   | AGAINST                     |  |
| FLUTTER ENTERTAINMENT PLC         | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         600000 |                0 | FOR         | 600000                                   | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC         | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         600000 |                0 | 1 YEAR      | 600000                                   | FOR                         |  |
| FORTUM CORPORATION                | X2978Z118 | 04/01/2025     | PRESENTATION OF THE REMUNERATION REPORT FOR THE COMPANY'S GOVERNING BODIES                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        3114092 |           385908 | FOR         | 3114092                                  | FOR                         |  |
| HEINEKEN NV                       | N39427211 | 04/17/2025     | ADVISORY VOTE ON THE 2024 REMUNERATION REPORT                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         692324 |           507676 | FOR         | 692324                                   | FOR                         |  |
| HUMANA INC.                       | 444859102 | 04/17/2025     | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         419022 |                0 | FOR         | 419022                                   | FOR                         |  |
| ILLUMINA, INC.                    | 452327109 | 05/21/2025     | To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         500000 |                0 | FOR         | 500000                                   | FOR                         |  |
| IQVIA HOLDINGS INC.               | 46266C105 | 04/24/2025     | Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay).                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         200000 |                0 | AGAINST     | 200000                                   | AGAINST                     |  |
| LPL FINANCIAL HOLDINGS INC.       | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         400000 |                0 | FOR         | 400000                                   | FOR                         |  |
| LULULEMON ATHLETICA INC.          | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         235000 |                0 | FOR         | 235000                                   | FOR                         |  |
| MAPLEBEAR INC.                    | 565394103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        2200000 |                0 | AGAINST     | 2200000                                  | AGAINST                     |  |
| MICROSOFT CORPORATION             | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         111675 |                0 | FOR         | 111675                                   | FOR                         |  |
| NOVO NORDISK A/S                  | K72807140 | 03/27/2025     | PRESENTATION OF AND ADVISORY VOTE ON THE REMUNERATION REPORT 2024                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            213 |           599787 | FOR         | 213                                      | FOR                         |  |
| ORSTED                            | K7653Q105 | 04/03/2025     | APPROVE REMUNERATION REPORT (ADVISORY VOTE)                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         846475 |           723525 | FOR         | 846475                                   | FOR                         |  |
| PINTEREST, INC.                   | 72352L106 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        3641607 |                0 | FOR         | 3641607                                  | FOR                         |  |
| PRIMO BRANDS CORPORATION          | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        3215048 |                0 | FOR         | 3215048                                  | FOR                         |  |
| PRIMO BRANDS CORPORATION          | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers.                                                    | SECTION 14A SAY-ON-PAY VOTES |        3215048 |                0 | 1 YEAR      | 3215048                                  | FOR                         |  |
| REDCARE PHARMACY N.V.             | N7975Z103 | 05/15/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          38466 |           136534 | FOR         | 38466                                    | FOR                         |  |
| ROBINHOOD MARKETS, INC.           | 770700102 | 06/25/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        2500000 |                0 | FOR         | 2500000                                  | FOR                         |  |
| SAFRAN SA                         | F4035A557 | 05/22/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL COMPONENTS OF THE TOTAL COMPENSATION AND BENEFITS PAID DURING OR AWARDED FOR 2024 TO THE CHAIRMAN OF THE BOARD OF DIRECTORS                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR         | 350000                                   | FOR                         |  |
| SAFRAN SA                         | F4035A557 | 05/22/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL COMPONENTS OF THE TOTAL COMPENSATION AND BENEFITS PAID DURING OR AWARDED FOR 2024 TO THE CHIEF EXECUTIVE OFFICER                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR         | 350000                                   | FOR                         |  |
| ST. JAMES'S PLACE PLC             | G5005D124 | 05/13/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       15375000 |                0 | FOR         | 15375000                                 | FOR                         |  |
| SYNCHRONY FINANCIAL               | 87165B103 | 06/17/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        5200000 |                0 | FOR         | 5200000                                  | FOR                         |  |
| T1 ENERGY, INC.                   | 35834F104 | 06/25/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        7028702 |           727807 | AGAINST     | 7028702                                  | AGAINST                     |  |
| THE PROGRESSIVE CORPORATION       | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         266102 |                0 | FOR         | 266102                                   | FOR                         |  |
| THOR INDUSTRIES, INC.             | 885160101 | 12/20/2024     | Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2773 |                0 | FOR         | 2773                                     | FOR                         |  |
| VICTORIA'S SECRET  CO.            | 926400102 | 06/18/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         326837 |                0 | FOR         | 326837                                   | FOR                         |  |
| VISA INC.                         | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         190000 |                0 | FOR         | 190000                                   | FOR                         |  |
| WILLIS TOWERS WATSON PLC          | G96629103 | 05/15/2025     | Approve, on an advisory basis, the named executive officer compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         490555 |                0 | FOR         | 490555                                   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Southpoint Capital Advisors LP

**By (Signature):** Anthony J. Buffalano

**By (Printed Signature):** Anthony J. Buffalano

**By (Title):** CFO

**Date:** 07/28/2025