# EDGAR Filing Document

**Accession Number:** 0001542302
**File Stem:** 0001062993-25-013008
**Filing Date:** 2025-7
**Character Count:** 54008
**Document Hash:** c803ab98a36698216b6403048b79f39c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-25-013008.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0001062993-25-013008

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LYRICAL ASSET MANAGEMENT LP
- **CENTRAL INDEX KEY:** 0001542302

**ORGANIZATION NAME:**
- **EIN:** 371572793
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14843
- **FILM NUMBER:** 251137529

**BUSINESS ADDRESS:**
- **STREET 1:** 250 WEST 55TH STREET, 37TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212 415 6600

**MAIL ADDRESS:**
- **STREET 1:** 250 WEST 55TH STREET, 37TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

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

## N-PX: Filer Information

**Filer CIK:** 0001542302

**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:** Lyrical Asset Management LP

**Address:** 250 West 55th Street, New York, NY 10019

**Telephone number:** 212-415-6611

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-14843

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ADIENT PLC                               | G0084W101 | 03/11/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 622883           |                0 | FOR         | 622883                                   | FOR                         |  |
| AFFILIATED MANAGERS GROUP, INC.          | 008252108 | 05/22/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 422577           |            92226 | FOR         | 422576.724                               | FOR                         |  |
| AIR LEASE CORPORATION                    | 00912X302 | 05/02/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.20312e+06 |           493464 | FOR         | 1203121.907                              | FOR                         |  |
| AMERIPRISE FINANCIAL, INC.               | 03076C106 | 04/30/2025     | To approve the compensation of the named executive officers by a nonbinding advisory vote.                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 559679           |                0 | FOR         | 559679.017                               | FOR                         |  |
| APTIV PLC                                | G3265R107 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  64779           |               44 | FOR         | 64779                                    | FOR                         |  |
| ARROW ELECTRONICS, INC.                  | 042735100 | 05/06/2025     | To approve, by non-binding vote, named executive officer compensation.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 776085           |           126670 | FOR         | 776085.477                               | FOR                         |  |
| ASHTEAD GROUP PLC                        | G05320109 | 09/04/2024     | APPROVAL OF THE DIRECTORS REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 114865           |                0 | FOR         | 114865                                   | FOR                         |  |
| ASSURANT, INC.                           | 04621X108 | 05/21/2025     | Advisory approval of the 2024 compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 512847           |            91174 | FOR         | 512847.316                               | FOR                         |  |
| AYVENS                                   | F0195N108 | 05/19/2025     | APPROVAL OF THE COMPONENTS OF THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING OR GRANTED FOR THE 2024 FINANCIAL YEAR TO MR TIM ALBERTSEN, CHIEF EXECUTIVE OFFICER, PURSUANT TO ARTICLE L. 22-10-34 II OF THE FRENCH COMMERCIAL CODE                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 536991           |                0 | AGAINST     | 536991                                   | AGAINST                     |  |
| AYVENS                                   | F0195N108 | 05/19/2025     | APPROVAL OF THE ELEMENTS COMPRISING THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING OR GRANTED FOR THE 2024 FINANCIAL YEAR TO MR JOHN SAFFRET, DEPUTY CHIEF EXECUTIVE OFFICER, PURSUANT TO ARTICLE L. 22-10-34 II OF THE FRENCH COMMERCIAL CODE                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 536991           |                0 | AGAINST     | 536991                                   | AGAINST                     |  |
| BABCOCK INTERNATIONAL GROUP PLC          | G0689Q152 | 09/19/2024     | TO APPROVE THE DIRECTORS' REMUNERATION REPORT FOR THE FINANCIAL YEAR ENDED 31 MARCH 2024                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  88588           |                0 | FOR         | 88588                                    | FOR                         |  |
| BERRY GLOBAL GROUP, INC.                 | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.43706e+06 |            40433 | FOR         | 1437062                                  | FOR                         |  |
| BERRY GLOBAL GROUP, INC.                 | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.43706e+06 |            40433 | 1 YEAR      | 1437062                                  | FOR                         |  |
| BERRY GLOBAL GROUP, INC.                 | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal."                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.43718e+06 |            40247 | FOR         | 1437179                                  | FOR                         |  |
| BOLLORE SE                               | F10659260 | 05/21/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL COMPONENTS OF TOTAL COMPENSATION AND BENEFITS OF ANY KIND PAID DURING THE PREVIOUS FISCAL YEAR OR GRANTED DURING THE SAME PERIOD TO CYRILLE BOLLORE FOR HIS SERVICE AS CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF THE COMPANY - EX POST SAY ON PAY                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 442007           |                0 | AGAINST     | 442007                                   | AGAINST                     |  |
| BREAD FINANCIAL HOLDINGS, INC.           | 018581108 | 05/13/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |    479.519       |                0 | ABSTAIN     | 479.519                                  | AGAINST                     |  |
| BRENNTAG SE                              | D12459117 | 05/22/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  37216           |                0 | FOR         | 37216                                    | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    357           |                0 | ABSTAIN     | 357                                      | AGAINST                     |  |
| CENTENE CORPORATION                      | 15135B101 | 05/13/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1.88535e+06 |             1370 | FOR         | 1885349.934                              | FOR                         |  |
| CONCENTRIX CORPORATION                   | 20602D101 | 03/25/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 545725           |           171927 | FOR         | 545725                                   | FOR                         |  |
| CORPAY, INC.                             | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 579053           |             2682 | FOR         | 579053.158                               | FOR                         |  |
| CROWN HOLDINGS, INC.                     | 228368106 | 05/01/2025     | Approval by advisory vote of the resolution on executive compensation as described in the Proxy Statement.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  50520           |               32 | FOR         | 50520                                    | FOR                         |  |
| D'IETEREN GROUP                          | B49343187 | 06/05/2025     | REMUNERATION REPORT 2024                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  13704           |                0 | AGAINST     | 13704                                    | AGAINST                     |  |
| DELL TECHNOLOGIES INC.                   | 24703L202 | 06/26/2025     | Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    135.835       |                0 | ABSTAIN     | 135.835                                  | AGAINST                     |  |
| EBAY INC.                                | 278642103 | 06/25/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      2.35383e+06 |             2983 | FOR         | 2353832.784                              | FOR                         |  |
| ELIS SA                                  | F2976F106 | 05/22/2025     | APPROVE COMPENSATION OF THIERRY MORIN, CHAIRMAN OF THE SUPERVISORY BOARD                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 250339           |                0 | FOR         | 250339                                   | FOR                         |  |
| ELIS SA                                  | F2976F106 | 05/22/2025     | APPROVE COMPENSATION OF XAVIER MARTIRE, CHAIRMAN OF THE MANAGEMENT BOARD                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 250339           |                0 | FOR         | 250339                                   | FOR                         |  |
| ELIS SA                                  | F2976F106 | 05/22/2025     | APPROVE COMPENSATION OF LOUIS GUYOT, MANAGEMENT BOARD MEMBER                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 250339           |                0 | FOR         | 250339                                   | FOR                         |  |
| ELIS SA                                  | F2976F106 | 05/22/2025     | APPROVE COMPENSATION OF MATTHIEU LECHARNY, MANAGEMENT BOARD MEMBER                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 250339           |                0 | FOR         | 250339                                   | FOR                         |  |
| EURONEXT NV                              | N3113K397 | 05/15/2025     | IN ACCORDANCE WITH ARTICLE 2:135B PARAGRAPH 2 OF THE DUTCH CIVIL CODE, THE REMUNERATION REPORT AS OUTLINED IN THE 2024 FINANCIAL STATEMENTS IS SUBMITTED TO THE MEETING FOR AN ADVISORY VOTE                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  23249           |                0 | AGAINST     | 23249                                    | AGAINST                     |  |
| EVOLUTION AB                             | W3287P115 | 05/09/2025     | RESOLUTION ON THE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  32944           |                0 | AGAINST     | 32944                                    | AGAINST                     |  |
| EXPEDIA GROUP, INC.                      | 30212P303 | 06/03/2025     | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1.09876e+06 |            36197 | FOR         | 1098758.603                              | FOR                         |  |
| F5, INC.                                 | 315616102 | 03/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 643313           |            24420 | FOR         | 643313                                   | FOR                         |  |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | 31620M106 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      2.34818e+06 |           346219 | FOR         | 2348178.223                              | 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 |      6.30106e+06 |           181500 | FOR         | 6301064                                  | FOR                         |  |
| FRESENIUS SE  CO. KGAA                   | D27348263 | 05/23/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 219642           |                0 | FOR         | 219642                                   | FOR                         |  |
| GEN DIGITAL INC                          | 668771108 | 09/10/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      5.1729e+06  |                0 | FOR         | 5172900                                  | FOR                         |  |
| GLOBAL PAYMENTS INC.                     | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      1.15179e+06 |            87309 | FOR         | 1151792                                  | FOR                         |  |
| GXO LOGISTICS, INC.                      | 36262G101 | 05/13/2025     | Advisory Vote to Approve Executive Compensation: To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |    166           |                0 | FOR         | 166                                      | FOR                         |  |
| HCA HEALTHCARE, INC.                     | 40412C101 | 04/24/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 502372           |              523 | FOR         | 502372                                   | FOR                         |  |
| HENRY SCHEIN, INC.                       | 806407102 | 05/22/2025     | Proposal to approve, by non-binding vote, the 2024 compensation paid to the Company's Named Executive Officers.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.17543e+06 |           384446 | FOR         | 1175434.155                              | FOR                         |  |
| HUT 8 CORP.                              | 44812J104 | 06/18/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 692501           |                0 | FOR         | 692501                                   | FOR                         |  |
| HUT 8 CORP.                              | 44812J104 | 06/18/2025     | To vote, on an advisory basis, on the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 692501           |                0 | 1 YEAR      | 692501                                   | FOR                         |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | To approve, in a non-binding advisory vote, the compensation of the named executive officers.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      2.46552e+06 |              746 | FOR         | 2465519                                  | FOR                         |  |
| JULIUS BAER GRUPPE AG                    | H4414N103 | 04/10/2025     | CONSULTATIVE VOTE ON THE REMUNERATION REPORT 2024                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  20408           |                0 | FOR         | 20408                                    | FOR                         |  |
| KONECRANES PLC                           | X4550J108 | 03/27/2025     | APPROVE REMUNERATION REPORT (ADVISORY VOTE)                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  66587           |                0 | FOR         | 66587                                    | FOR                         |  |
| LEAR CORPORATION                         | 521865204 | 05/16/2025     | Approve, in a non-binding advisory vote, Lear Corporation's executive compensation.                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 534340           |            83714 | FOR         | 534339.51                                | FOR                         |  |
| LITHIA MOTORS, INC.                      | 536797103 | 04/24/2025     | To approve, by an advisory vote, named executive officer compensation.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 247222           |              489 | FOR         | 247222                                   | 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 |    405           |                0 | AGAINST     | 405                                      | AGAINST                     |  |
| NRG ENERGY, INC.                         | 629377508 | 05/01/2025     | To approve, on a non-binding advisory basis, NRG Energy, Inc.'s executive compensation.                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      2.33385e+06 |             1765 | FOR         | 2333851.788                              | 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 |  26738           |               27 | FOR         | 26738                                    | FOR                         |  |
| O-I GLASS, INC.                          | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |     65           |                0 | FOR         | 65                                       | FOR                         |  |
| OPEN TEXT CORP                           | 683715106 | 09/12/2024     | THE NON-BINDING SAY-ON-PAY RESOLUTION, THE FULL TEXT OF WHICH IS INCLUDED IN THE CIRCULAR, WITH OR WITHOUT VARIATION, ON THE COMPANY'S APPROACH TO EXECUTIVE COMPENSATION, AS MORE PARTICULARLY DESCRIBED IN THE CIRCULAR                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 227662           |                0 | AGAINST     | 227662                                   | AGAINST                     |  |
| OPEN TEXT CORPORATION                    | 683715106 | 09/12/2024     | The non-binding Say-on-Pay Resolution, the full text of which is included in the Circular, with or without variation, on the Company's approach to executive compensation, as more particularly described in the Circular.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  12533           |                0 | AGAINST     | 12533                                    | AGAINST                     |  |
| PARKLAND CORPORATION                     | 70137W108 | 05/06/2025     | EXECUTIVE COMPENSATION: Advisory, non-binding vote on a resolution to accept Parkland's approach to executive compensation                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   2504           |                0 | FOR         | 2504                                     | AGAINST                     |  |
| PARKLAND CORPORATION                     | 70137W108 | 05/06/2025     | TO APPROVE THE APPROACH TO THE CORPORATIONS EXECUTIVE COMPENSATION AS FURTHER DESCRIBED IN THE CIRCULAR                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| PARKLAND CORPORATION                     | 70137W108 | 05/06/2025     | ADVISORY, NON-BINDING VOTE ON A RESOLUTION TO ACCEPT PARKLANDS APPROACH TO EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  26347           |                0 | FOR         | 26347                                    | NONE                        |  |
| PARKLAND CORPORATION                     | 70137W108 | 06/24/2025     | Executive Compensation To approve the approach to the Company's executive compensation as further described in the Circular.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |   1977           |                0 | FOR         | 1977                                     | FOR                         |  |
| PARKLAND CORPORATION                     | 70137W108 | 06/24/2025     | TO APPROVE THE APPROACH TO THE COMPANYS EXECUTIVE COMPENSATION AS FURTHER DESCRIBED IN THE CIRCULAR                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  26347           |                0 | FOR         | 26347                                    | FOR                         |  |
| PRIMERICA, INC.                          | 74164M108 | 05/14/2025     | To consider an advisory vote on executive compensation (Say-on-Pay).                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 507996           |              445 | FOR         | 507996.347                               | FOR                         |  |
| REXEL SA                                 | F7782J366 | 04/29/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ITEMS OF THE TOTAL COMPENSATION AND BENEFITS OF ANY KIND PAID OR GRANTED IN RESPECT OF THE 2024 FINANCIAL YEAR TO MRS AGNES TOURAINE, CHAIRWOMAN OF THE BOARD OF DIRECTORS                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 237001           |                0 | FOR         | 237001                                   | FOR                         |  |
| REXEL SA                                 | F7782J366 | 04/29/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ITEMS OF THE TOTAL COMPENSATION AND BENEFITS OF ANY KIND PAID OR GRANTED IN RESPECT OF THE 2024 FINANCIAL YEAR TO GUILLAUME TEXIER, CHIEF EXECUTIVE OFFICER                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 237001           |                0 | FOR         | 237001                                   | FOR                         |  |
| RXO INC                                  | 74982T103 | 05/21/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    167           |                0 | FOR         | 167                                      | FOR                         |  |
| SPIE SA                                  | F8691R101 | 04/30/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ELEMENTS MAKING UP THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING THE FINANCIAL YEAR ENDED 31 DECEMBER 2024 OR ALLOCATED FOR THE SAME FINANCIAL YEAR TO MR. GAUTHIER LOUETTE, THE CHAIRMAN AND CHIEF EXECUTIVE OFFICER                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 171740           |                0 | FOR         | 171740                                   | FOR                         |  |
| 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 |      3.66679e+06 |           636528 | FOR         | 3666787.314                              | FOR                         |  |
| TD SYNNEX CORPORATION                    | 87162W100 | 04/02/2025     | An advisory vote to approve our Executive Compensation.                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 686033           |            40763 | FOR         | 686033                                   | FOR                         |  |
| TELEPERFORMANCE SE                       | F9120F106 | 05/21/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ELEMENTS MAKING UP THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING THE FINANCIAL YEAR 2024 OR ALLOCATED IN RESPECT OF THE FINANCIAL YEAR 2024 TO MR. DANIEL JULIEN, CHAIRMAN AND CHIEF EXECUTIVE OFFICER UNTIL 28 AUGUST 2024 AND CHIEF EXECUTIVE OFFICER AS FROM THAT DATE                                                                 | SECTION 14A SAY-ON-PAY VOTES |  15863           |                0 | FOR         | 15863                                    | FOR                         |  |
| TELEPERFORMANCE SE                       | F9120F106 | 05/21/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ELEMENTS MAKING UP THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING THE FINANCIAL YEAR 2024 OR ALLOCATED IN RESPECT OF THE FINANCIAL YEAR 2024 TO MR. BHUPENDER SINGH, DEPUTY CHIEF EXECUTIVE OFFICER UNTIL 28 AUGUST 2024                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  15863           |                0 | FOR         | 15863                                    | FOR                         |  |
| TELEPERFORMANCE SE                       | F9120F106 | 05/21/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ELEMENTS MAKING UP THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING THE FINANCIAL YEAR 2024 OR ALLOCATED IN RESPECT OF THE FINANCIAL YEAR 2024 TO MR. THOMAS MACKENBROCK, DEPUTY CHIEF EXECUTIVE OFFICER AS OF 01 OCTOBER 2024                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  15863           |                0 | FOR         | 15863                                    | FOR                         |  |
| TELEPERFORMANCE SE                       | F9120F106 | 05/21/2025     | APPROVAL OF THE FIXED, VARIABLE AND EXCEPTIONAL ELEMENTS MAKING UP THE TOTAL REMUNERATION AND BENEFITS OF ANY KIND PAID DURING THE FINANCIAL YEAR 2024 OR ALLOCATED IN RESPECT OF THE FINANCIAL YEAR 2024 TO MR. OLIVIER RIGAUDY, DEPUTY CHIEF EXECUTIVE OFFICER RESPONSIBLE FOR FINANCE                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  15863           |                0 | FOR         | 15863                                    | FOR                         |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 511358           |            37632 | FOR         | 511358                                   | FOR                         |  |
| UBER TECHNOLOGIES, INC.                  | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      2.19774e+06 |           254192 | FOR         | 2197738.702                              | FOR                         |  |
| UNITED RENTALS, INC.                     | 911363109 | 05/08/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 387475           |              425 | FOR         | 387474.884                               | FOR                         |  |
| VEOLIA ENVIRONNEMENT SA                  | F9686M107 | 04/24/2025     | VOTE ON THE COMPENSATION PAID DURING FISCAL YEAR 2024 OR AWARDED IN RESPECT OF THE SAME FISCAL YEAR TO MR. ANTOINE FREROT, CHAIRMAN OF THE BOARD OF DIRECTORS                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 179376           |                0 | FOR         | 179376                                   | FOR                         |  |
| VEOLIA ENVIRONNEMENT SA                  | F9686M107 | 04/24/2025     | VOTE ON THE COMPENSATION PAID DURING FISCAL YEAR 2024 OR AWARDED IN RESPECT OF THE SAME FISCAL YEAR TO MRS. ESTELLE BRACHLIANOFF, CHIEF EXECUTIVE OFFICER                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 179376           |                0 | FOR         | 179376                                   | FOR                         |  |
| VISTRY GROUP PLC                         | G9424B107 | 05/14/2025     | APPROVE REMUNERATION REPORT                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 323951           |                0 | FOR         | 323951                                   | FOR                         |  |
| WESCO INTERNATIONAL, INC.                | 95082P105 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 452939           |              186 | FOR         | 452938.932                               | FOR                         |  |
| WESTERN DIGITAL CORPORATION              | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |    344           |                0 | FOR         | 344                                      | FOR                         |  |
| WEX INC.                                 | 96208T104 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 516260           |             6105 | FOR         | 516260.179                               | FOR                         |  |
| WHIRLPOOL CORPORATION                    | 963320106 | 04/15/2025     | Advisory vote to approve Whirlpool Corporation's executive compensation.                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| XPO, INC.                                | 983793100 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    167           |                0 | FOR         | 167                                      | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Lyrical Asset Management LP

**By (Signature):** Daniel DeSerio

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

**By (Title):** Chief Operating Officer

**Date:** 07/16/2025