# EDGAR Filing Document

**Accession Number:** 0001410833
**File Stem:** 0001410833-25-000007
**Filing Date:** 2025-8
**Character Count:** 13654
**Document Hash:** c7d8a57bfa55b870156329e041229126
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410833-25-000007.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001410833-25-000007

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Night Owl Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001410833

**ORGANIZATION NAME:**
- **EIN:** 203008023
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12639
- **FILM NUMBER:** 251272144

**BUSINESS ADDRESS:**
- **STREET 1:** 102 GREENWICH AVENUE
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830
- **BUSINESS PHONE:** 203-302-3870

**MAIL ADDRESS:**
- **STREET 1:** 102 GREENWICH AVENUE
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Southfield Investment Management, LLC
- **DATE OF NAME CHANGE:** 20070827

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

## N-PX: Filer Information

**Filer CIK:** 0001410833

**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:** Night Owl Capital Management, LLC

**Address:** 102 GREENWICH AVENUE, GREENWICH, CT 06830

**Telephone number:** 2033023870

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-12639

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| LINDE PLC                          | G54950103 | 07/30/2024     | TO APPROVE, ON AN ADVISORY AND NON-BINDING BASIS, THE COMPENSATION OF LINDE PLC'S NAMED EXECUTIVE OFFICERS, AS DISCLOSED IN THE 2024 PROXY STATEMENT.                                                       | SECTION 14A SAY-ON-PAY VOTES |          13048 |                0 | FOR         |                                    13048 | FOR                         |  |
| MICROSOFT CORPORATION              | 594918104 | 12/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION ("SAY-ON-PAY VOTE").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          38995 |                0 | FOR         |                                    38995 | FOR                         |  |
| VISA INC.                          | 92826C839 | 01/28/2025     | TO APPROVE, ON AN ADVISORY BASIS,THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          29147 |                0 | FOR         |                                    29147 | FOR                         |  |
| BROADCOM INC                       | 11135F101 | 04/21/2025     | ADVISORY VOTE TO APPROVE THE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          21741 |                0 | FOR         |                                    21741 | FOR                         |  |
| CONSTELLATION ENERGY CORP          | 21037T109 | 04/29/2025     | TO CONSIDER AND ACT ON AN ADVISORY VOTE REGARDING THE APPROVAL OFCOMPENSATION PAID TO NAMED EXECUTIVE OFFICERS                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          41439 |                0 | FOR         |                                    41439 | 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 |          74984 |                0 | FOR         |                                    74984 | FOR                         |  |
| UBER TECHNOLOGIES, INC.            | 90353T100 | 05/05/2025     | ADVISORY VOTE TO APPROVE 2024 NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         149896 |                0 | FOR         |                                   149896 | FOR                         |  |
| GE AEROSPACE                       | 369604301 | 05/06/2025     | ADVISORY APPROVAL OF OUR NAMED EXECUTIVES' COMPENSATION                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          56428 |                0 | FOR         |                                    56428 | FOR                         |  |
| UNION PACIFIC CORPORATION          | 907818108 | 05/08/2025     | APPROVE, BY NON-BINDING VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS ("SAY ONPAY").                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          49345 |                0 | FOR         |                                    49345 | FOR                         |  |
| SAP SE                             | 803054204 | 05/13/2025     | RESOLUTION ON THE APPROVAL OF THE COMPENSATION REPORT FOR FISCAL YEAR 2024                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          82959 |                0 | FOR         |                                    82959 | FOR                         |  |
| FISERV, INC.                       | 337738108 | 05/14/2025     | TO APPROVE, ON AN ADVISORY BASIS,THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF FISERV, INC.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          98483 |                0 | FOR         |                                    98483 | 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 |          43458 |                0 | FOR         |                                    43458 | FOR                         |  |
| GE VERNOVA INC.                    | 36828A101 | 05/14/2025     | APPROVE THE FREQUENCY OF FUTURE ADVISORY VOTES ON NAMED EXECUTIVE OFFICERS COMPENSATION IN AN ADVISORYVOTE                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          43458 |                0 | FOR         |                                    43458 | FOR                         |  |
| AMAZON.COM, INC.                   | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         102081 |                0 | FOR         |                                   102081 | FOR                         |  |
| META PLATFORMS, INC.               | 30303M102 | 05/28/2025     | TO APPROVE META PLATFORMS, INC.'S 2025 EQUITY INCENTIVE PLAN.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          18661 |                0 | FOR         |                                    18661 | FOR                         |  |
| META PLATFORMS, INC.               | 30303M102 | 05/28/2025     | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION PROGRAM FOR META PLATFORMS, INC.'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN META PLATFORMS, INC.'S PROXY STATEMENT.                           | SECTION 14A SAY-ON-PAY VOTES |          18661 |                0 | FOR         |                                    18661 | FOR                         |  |
| META PLATFORMS, INC.               | 30303M102 | 05/28/2025     | TO VOTE, ON A NON-BINDING ADVISORY BASIS, WHETHER A NON-BINDING ADVISORY VOTE ON THE COMPENSATION PROGRAM FOR META PLATFORMS, INC.'S NAMED EXECUTIVE OFFICERS SHOULD BE HELD EVERY ONE, TWO OR THREE YEARS. | SECTION 14A SAY-ON-PAY VOTES |          18661 |                0 | FOR         |                                    18661 | FOR                         |  |
| HOWMET AEROSPACE INC.              | 443201108 | 05/28/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          27220 |                0 | FOR         |                                    27220 | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED    | 91324P102 | 06/02/2025     | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          30182 |                0 | FOR         |                                    30182 | FOR                         |  |
| TAIWAN SEMICONDUCTOR MFG. CO. LTD. | 874039100 | 06/03/2025     | TO ACCEPT 2024 BUSINESS REPORT AND FINANCIAL STATEMENTS                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          54248 |                0 | FOR         |                                    54248 | FOR                         |  |
| NETFLIX, INC.                      | 64110L106 | 06/05/2025     | ADVISORY APPROVAL OF NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          12432 |                0 | FOR         |                                    12432 | FOR                         |  |
| MASTERCARD INCORPORATED            | 57636Q104 | 06/24/2025     | ADVISORY APPROVAL OF MASTERCARD'S EXECUTIVE COMPENSATION                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          19160 |                0 | FOR         |                                    19160 | FOR                         |  |
| COSTAR GROUP, INC.                 | 22160N109 | 06/26/2025     | PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          39226 |                0 | FOR         |                                    39226 | FOR                         |  |
| AON PLC                            | G0403H108 | 06/27/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          56332 |                0 | FOR         |                                    56332 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Night Owl Capital Management, LLC

**By (Signature):** Eileen Ohnell

**By (Printed Signature):** Eileen Ohnell

**By (Title):** President  Chief Compliance Officer

**Date:** 08/28/2025