# EDGAR Filing Document

**Accession Number:** 0001869199
**File Stem:** 0000935836-25-000581
**Filing Date:** 2025-8
**Character Count:** 14851
**Document Hash:** 55d4d646cd039ff747be7f88715e7b5a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000935836-25-000581.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000935836-25-000581

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Philosophy Capital Management LLC
- **CENTRAL INDEX KEY:** 0001869199

**ORGANIZATION NAME:**
- **EIN:** 842108120
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22001
- **FILM NUMBER:** 251280468

**BUSINESS ADDRESS:**
- **STREET 1:** 3201 DANVILLE BOULEVARD
- **STREET 2:** SUITE 100
- **CITY:** ALAMO
- **STATE:** CA
- **ZIP:** 94507
- **BUSINESS PHONE:** 415-433-2011

**MAIL ADDRESS:**
- **STREET 1:** 3201 DANVILLE BOULEVARD
- **STREET 2:** SUITE 100
- **CITY:** ALAMO
- **STATE:** CA
- **ZIP:** 94507

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

## N-PX: Filer Information

**Filer CIK:** 0001869199

**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:** Philosophy Capital Management LLC

**Address:** 3201 DANVILLE BOULEVARD, ALAMO, CA 94507

**Telephone number:** 415-433-2010

**Name of agent for service:** VCORP SERVICES, LLC

**Agent Address:** 108 W 13TH STREET, WILMINGTON, DE 19801

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

**SEC File Number:** 028-22001

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300478GUCILHTMC63

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ALIGHT, INC.                | 01626W101 | 07/02/2024     | To approve, on an advisory (non-binding) basis, the 2023 compensation paid to our named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |        3055368 |                0 | FOR         |                                  3055368 | FOR                         |  |
| JAZZ PHARMACEUTICALS PLC    | G50871105 | 07/25/2024     | To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc's named executive officers as disclosed in the proxy statement.              | SECTION 14A SAY-ON-PAY VOTES |          90282 |                0 | FOR         |                                    90282 | FOR                         |  |
| JAZZ PHARMACEUTICALS PLC    | G50871105 | 07/25/2024     | To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc's named executive officers. | SECTION 14A SAY-ON-PAY VOTES |          90282 |                0 | FOR         |                                    90282 | FOR                         |  |
| BGC GROUP INC.              | 088929104 | 09/16/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        4296948 |                0 | FOR         |                                  4296948 | FOR                         |  |
| JAKKS PACIFIC, INC.         | 47012E403 | 12/06/2024     | Advisory approval of the Company's executive compensation.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         261130 |                0 | FOR         |                                   261130 | FOR                         |  |
| DELEK US HOLDINGS, INC.     | 24665A103 | 04/29/2025     | To adopt the advisory resolution approving the executive compensation program for our named executive officers as described in the Proxy Statement.                    | SECTION 14A SAY-ON-PAY VOTES |         886310 |                0 | FOR         |                                   886310 | FOR                         |  |
| THE GEO GROUP, INC.         | 36162J106 | 04/29/2025     | Advisory vote to approve named executive officer compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         668778 |                0 | FOR         |                                   668778 | FOR                         |  |
| SOLVENTUM CORPORATION       | 83444M101 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         201708 |                0 | FOR         |                                   201708 | FOR                         |  |
| SOLVENTUM CORPORATION       | 83444M101 | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive compensation                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         201708 |                0 | FOR         |                                   201708 | 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 |         171622 |                0 | FOR         |                                   171622 | 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 |         171622 |                0 | FOR         |                                   171622 | FOR                         |  |
| PROPETRO HOLDING CORP.      | 74347M108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        2125582 |                0 | FOR         |                                  2125582 | FOR                         |  |
| PROPETRO HOLDING CORP.      | 74347M108 | 05/20/2025     | Approval, on an advisory basis, of the frequency of future advisory votes on the compensation of our Named Executive Officers.                                         | SECTION 14A SAY-ON-PAY VOTES |        2125582 |                0 | FOR         |                                  2125582 | FOR                         |  |
| GANNETT CO., INC.           | 36472T109 | 06/02/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        5207169 |                0 | FOR         |                                  5207169 | FOR                         |  |
| LOANDEPOT, INC.             | 53946R106 | 06/04/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                        | SECTION 14A SAY-ON-PAY VOTES |        4141164 |                0 | FOR         |                                  4141164 | FOR                         |  |
| ALIGHT, INC.                | 01626W101 | 06/04/2025     | To approve, on an advisory (non- binding) basis, the 2024 compensation paid to our named executive officers.                                                           | SECTION 14A SAY-ON-PAY VOTES |        4618101 |                0 | FOR         |                                  4618101 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC   | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          48688 |                0 | FOR         |                                    48688 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC   | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.        | SECTION 14A SAY-ON-PAY VOTES |          48688 |                0 | FOR         |                                    48688 | FOR                         |  |
| EVOLENT HEALTH, INC.        | 30050B101 | 06/05/2025     | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis.                                                                    | SECTION 14A SAY-ON-PAY VOTES |         521192 |                0 | FOR         |                                   521192 | FOR                         |  |
| EVOLENT HEALTH, INC.        | 30050B101 | 06/05/2025     | Proposal to approve an amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.                                            | SECTION 14A SAY-ON-PAY VOTES |         521192 |                0 | FOR         |                                   521192 | FOR                         |  |
| NCR VOYIX CORPORATION       | 62886E108 | 06/06/2025     | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials                | SECTION 14A SAY-ON-PAY VOTES |         580831 |                0 | FOR         |                                   580831 | FOR                         |  |
| CAESARS ENTERTAINMENT, INC. | 12769G100 | 06/10/2025     | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1505803 |                0 | FOR         |                                  1505803 | FOR                         |  |
| CORPAY, INC.                | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          43308 |                0 | FOR         |                                    43308 | FOR                         |  |
| UNITED PARKS  RESORTS INC.  | 81282V100 | 06/13/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.                                                                    | SECTION 14A SAY-ON-PAY VOTES |         348762 |                0 | FOR         |                                   348762 | FOR                         |  |
| COMCAST CORPORATION         | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         775000 |                0 | AGAINST     |                                   775000 | FOR                         |  |
| COMCAST CORPORATION         | 20030N101 | 06/18/2025     | Consider "CEO pay ratio factor" in executive compensation                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         775000 |                0 | AGAINST     |                                   775000 | FOR                         |  |
| ORTHOFIX MEDICAL INC.       | 68752M108 | 06/18/2025     | Advisory and Non-Binding Vote to Approve Executive Compensation.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         370763 |                0 | FOR         |                                    37763 | FOR                         |  |
| MATCH GROUP, INC.           | 57667L107 | 06/18/2025     | To approve a non-binding advisory resolution on executive compensation.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         723395 |                0 | FOR         |                                   723395 | FOR                         |  |
| BRIDGEBIO PHARMA, INC.      | 10806X102 | 06/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.                                     | SECTION 14A SAY-ON-PAY VOTES |         426583 |                0 | FOR         |                                   426583 | FOR                         |  |
| JAKKS PACIFIC, INC.         | 47012E403 | 06/20/2025     | Advisory approval of the Company's executive compensation.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         389379 |                0 | FOR         |                                   389379 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Philosophy Capital Management LLC

**By (Signature):** Yedi Wong

**By (Printed Signature):** Yedi Wong

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

**Date:** 08/28/2025