# EDGAR Filing Document

**Accession Number:** 0001736852
**File Stem:** 0001438934-25-001319
**Filing Date:** 2025-8
**Character Count:** 45739
**Document Hash:** 1ad61eb8dafbe0082155b679194e3ff1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-001319.hdr.sgml**: 20250821

**ACCESSION NUMBER**: 0001438934-25-001319

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250821

**EFFECTIVENESS DATE**: 20250821

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Merewether Investment Management, LP
- **CENTRAL INDEX KEY:** 0001736852

**ORGANIZATION NAME:**
- **EIN:** 822252147
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20874
- **FILM NUMBER:** 251240521

**BUSINESS ADDRESS:**
- **STREET 1:** 1900 N PEARL ST
- **STREET 2:** SUITE 2175
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201
- **BUSINESS PHONE:** 214.453.5227

**MAIL ADDRESS:**
- **STREET 1:** 1900 N PEARL ST
- **STREET 2:** SUITE 2175
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Merewether Cyclicals Partners LP
- **DATE OF NAME CHANGE:** 20210511

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Merewether Investment Management, LP
- **DATE OF NAME CHANGE:** 20191113

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MEREWETHER CYCLICALS PARTNERS, LP
- **DATE OF NAME CHANGE:** 20180410

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

## N-PX: Filer Information

**Filer CIK:** 0001736852

**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:** Merewether Investment Management, LP

**Address:** 1900 N. Pearl Street, Suite 2175, DALLAS, TX 75201

**Telephone number:** 2144535527

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-20874

**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?:**

- [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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| AFRICA OIL CORP                    | 00829Q101 | 06/12/2025     | APPROVE, ON AN ADVISORY BASIS ONLY AND NOT TO DIMINISH THE ROLE AND RESPONSIBILITIES OF THE COMPANY'S BOARD OF DIRECTORS, THAT THE SHAREHOLDERS OF THE COMPANY ACCEPT THE APPROACH TO EXECUTIVE COMPENSATION DISCLOSED IN THIS MANAGEMENT INFORMATION CIRCULAR                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| AFRICA OIL CORP.                   | 00829Q101 | 06/12/2025     | Say on Pay Approve, on an advisory basis only and not to diminish the role and responsibilities of the Company's Board of Directors, that the shareholders of the Company accept the approach to executive compensation disclosed in the Management Information Circular.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1589824 |                0 | FOR         | 1589824                                  | FOR                         |  |
| ARC RESOURCES LTD.                 | 00208D408 | 05/02/2025     | A resolution to approve the Corporation's Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| ATMOS ENERGY CORPORATION           | 049560105 | 02/05/2025     | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         224282 |                0 | FOR         | 224282                                   | FOR                         |  |
| AUTOLIV, INC.                      | 052800109 | 05/08/2025     | Advisory vote on Autoliv, Inc.'s 2024 Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3700 |                0 | FOR         | 3700                                     | 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 |         568038 |                0 | FOR         | 568038                                   | 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 |         126542 |                0 | FOR         | 126542                                   | FOR                         |  |
| CANADIAN NATURAL RESOURCES LIMITED | 136385101 | 05/08/2025     | On an advisory basis, accepting the Corporation's approach to executive compensation as described in the Information Circular.                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1830307 |                0 | FOR         | 1830307                                  | FOR                         |  |
| CENOVUS ENERGY INC.                | 15135U109 | 05/08/2025     | Shareholder Advisory Vote on Executive Compensation Accept the Corporation's approach to executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        3002742 |                0 | FOR         | 3002742                                  | FOR                         |  |
| CONOCOPHILLIPS                     | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         345070 |                0 | FOR         | 345070                                   | FOR                         |  |
| DARLING INGREDIENTS INC.           | 237266101 | 05/07/2025     | Advisory vote to approve, on an advisory basis, executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         120519 |                0 | FOR         | 120519                                   | FOR                         |  |
| DIAMONDBACK ENERGY, INC.           | 25278X109 | 05/21/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         181849 |                0 | FOR         | 181849                                   | FOR                         |  |
| DT MIDSTREAM, INC.                 | 23345M107 | 05/06/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          21694 |                0 | FOR         | 21694                                    | FOR                         |  |
| ENTERGY CORPORATION                | 29364G103 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1195329 |                0 | FOR         | 1195329                                  | 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 |        1836184 |                0 | FOR         | 1836184                                  | 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 |         595426 |                0 | FOR         | 595426                                   | FOR                         |  |
| EXXON MOBIL CORPORATION            | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         817105 |                0 | FOR         | 817105                                   | 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 |          59025 |                0 | FOR         | 59025                                    | FOR                         |  |
| FLEX LTD.                          | Y2573F102 | 08/08/2024     | NON-BINDING, ADVISORY RESOLUTION. To approve the compensation of the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, set forth in "Compensation Discussion and Analysis" and in the compensation tables and the accompanying narrative disclosure under "Executive Compensation" in the Company's proxy statement relating to its 2024 Annual General Meeting.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        2327234 |                0 | FOR         | 2327234                                  | FOR                         |  |
| FREEPORT-MCMORAN INC.              | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1073905 |                0 | FOR         | 1073905                                  | 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 |         185552 |                0 | FOR         | 185552                                   | 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 |         185552 |                0 | 1 YEAR      | 185552                                   | FOR                         |  |
| GENERAC HOLDINGS INC.              | 368736104 | 06/12/2025     | Advisory vote on the non-binding "say-on-pay" resolution to approve the compensation of our executive officers                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         118668 |                0 | FOR         | 118668                                   | FOR                         |  |
| HEIDELBERG MATERIALS AG            | D31709104 | 05/15/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| HESS CORPORATION                   | 42809H107 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         292583 |                0 | FOR         | 292583                                   | FOR                         |  |
| HF SINCLAIR CORPORATION            | 403949100 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         125381 |                0 | FOR         | 125381                                   | FOR                         |  |
| IAMGOLD CORPORATION                | 450913108 | 05/06/2025     | Resolved that, on an advisory basis and not to diminish the role and responsibilities of the board of directors, the shareholders accept the approach to executive compensation disclosed in the management information circular of IAMGOLD Corporation dated April 3, 2025.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| KINETIK HOLDINGS INC               | 02215L209 | 05/19/2025     | Approval of a non-binding resolution regarding the compensation of named executive officers for 2024 (say-on-pay).                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         510933 |                0 | FOR         | 510933                                   | FOR                         |  |
| KINROSS GOLD CORPORATION           | 496902404 | 05/07/2025     | To consider and, if deemed appropriate, to pass an advisory resolution on Kinross' approach to executive compensation.                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| 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 |         146672 |                0 | FOR         | 146672                                   | 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 |         826184 |                0 | FOR         | 826184                                   | FOR                         |  |
| MEG ENERGY CORP.                   | 552704108 | 05/06/2025     | Acceptance of the Corporation's approach to executive compensation as described in the management information circular related to the Meeting.                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| NEWMONT CORPORATION                | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         749500 |                0 | FOR         | 749500                                   | FOR                         |  |
| NISOURCE INC.                      | 65473P105 | 05/12/2025     | To approve named executive officer compensation on an advisory basis.                                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1599147 |                0 | FOR         | 1599147                                  | FOR                         |  |
| NUCOR CORPORATION                  | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         280561 |                0 | FOR         | 280561                                   | FOR                         |  |
| OGE ENERGY CORP.                   | 670837103 | 05/15/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         768012 |                0 | FOR         | 768012                                   | FOR                         |  |
| OVINTIV INC.                       | 69047Q102 | 05/01/2025     | Advisory Vote to Approve Compensation of Named Executive Officers                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1388198 |                0 | FOR         | 1388198                                  | FOR                         |  |
| PAN AMERICAN SILVER CORP.          | 697900108 | 05/07/2025     | To consider and, if thought appropriate, to pass an ordinary, non-binding "say on pay" resolution approving the Company's approach to executive compensation, the complete text of which is set out in the management information circular for the Meeting.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| 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 |        5141277 |                0 | FOR         | 5141277                                  | FOR                         |  |
| PINNACLE WEST CAPITAL CORPORATION  | 723484101 | 05/21/2025     | To hold an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         638013 |                0 | FOR         | 638013                                   | FOR                         |  |
| PPL CORPORATION                    | 69351T106 | 05/16/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1701371 |                0 | FOR         | 1701371                                  | FOR                         |  |
| RELIANCE, INC.                     | 759509102 | 05/21/2025     | To consider a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          31872 |                0 | FOR         | 31872                                    | FOR                         |  |
| SEMPRA                             | 816851109 | 05/13/2025     | Advisory approval of our executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         386266 |                0 | FOR         | 386266                                   | FOR                         |  |
| SIEMENS ENERGY AG                  | D6T47E106 | 02/20/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| SUNCOR ENERGY INC.                 | 867224107 | 05/06/2025     | To consider and, if deemed fit, approve an advisory resolution on Suncor's approach to executive compensation disclosed in the Management Proxy Circular of Suncor Energy Inc. dated February 26, 2025 (the "Circular").                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1775491 |                0 | FOR         | 1775491                                  | FOR                         |  |
| TALEN ENERGY CORPORATION           | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         123384 |                0 | FOR         | 123384                                   | FOR                         |  |
| TALEN ENERGY CORPORATION           | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the frequency of advisory vote on executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         123384 |                0 | 1 YEAR      | 123384                                   | 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 |         590619 |                0 | FOR         | 590619                                   | FOR                         |  |
| TC ENERGY CORPORATION              | 87807B107 | 05/08/2025     | Resolution to accept TC Energy's approach to executive compensation, as described in the Management information circular.                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1359554 |                0 | FOR         | 1359554                                  | FOR                         |  |
| TC ENERGY CORPORATION              | 87807B107 | 05/08/2025     | RESOLUTION TO ACCEPT TC ENERGY'S APPROACH TO EXECUTIVE COMPENSATION, AS DESCRIBED IN THE MANAGEMENT INFORMATION CIRCULAR                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         193310 |                0 | FOR         | 193310                                   | FOR                         |  |
| TECHNIPFMC PLC                     | G87110105 | 04/25/2025     | 2024 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2024, as reported in the Company's Proxy Statement                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         435745 |                0 | FOR         | 435745                                   | FOR                         |  |
| TECHNIPFMC PLC                     | G87110105 | 04/25/2025     | Frequency of Future Say-on-Pay Proposals for Named Executive Officers: Approval of the frequency of future Say-on-Pay proposals for named executive officers                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         435745 |                0 | 1 YEAR      | 435745                                   | FOR                         |  |
| TENARIS, S.A.                      | 88031M109 | 05/06/2025     | Approval of the Company's compensation report for the year ended 31st December 2024.                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| TOREX GOLD RESOURCES INC.          | 891054603 | 06/18/2025     | Advisory Resolution on Executive Compensation Approach To consider and, if deemed appropriate, to pass, with or without variation, a non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         205910 |                0 | FOR         | 205910                                   | FOR                         |  |
| TOTALENERGIES SE                   | F92124100 | 05/23/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXTRAORDINARY COMPONENTS MAKING UP THE TOTAL COMPENSATION AND THE IN-KIND BENEFITS PAID DURING THE FISCAL YEAR 2024 OR ALLOCATED FOR THAT YEAR TO MR. PATRICK POUYANNE, CHAIRMAN AND CHIEF EXECUTIVE OFFICER                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |              0 |            58481 |  |  |  |  |
| TXNM ENERGY, INC.                  | 69349H107 | 05/13/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         638361 |                0 | FOR         | 638361                                   | FOR                         |  |
| VALERO ENERGY CORPORATION          | 91913Y100 | 05/06/2025     | Advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         412731 |                0 | FOR         | 412731                                   | FOR                         |  |
| VISTRA CORP.                       | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         689803 |                0 | FOR         | 689803                                   | FOR                         |  |
| WARRIOR MET COAL, INC.             | 93627C101 | 04/23/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         422487 |                0 | FOR         | 422487                                   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Merewether Investment Management, LP

**By (Signature):** Janice Ezell

**By (Printed Signature):** Janice Ezell

**By (Title):** CCO

**Date:** 08/14/2024