# EDGAR Filing Document

**Accession Number:** 0001040273
**File Stem:** 0001085146-25-005688
**Filing Date:** 2025-8
**Character Count:** 21577
**Document Hash:** b62c6812d7b7384a1b23ecfb5690973d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005688.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005688

**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:** Third Point LLC
- **CENTRAL INDEX KEY:** 0001040273

**ORGANIZATION NAME:**
- **EIN:** 133922602
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06970
- **FILM NUMBER:** 251281247

**BUSINESS ADDRESS:**
- **STREET 1:** 55 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 2127153880

**MAIL ADDRESS:**
- **STREET 1:** 55 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** THIRD POINT MANAGEMENT CO LLC
- **DATE OF NAME CHANGE:** 19970602

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

## N-PX: Filer Information

**Filer CIK:** 0001040273

**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:** Third Point LLC

**Address:** 55 HUDSON YARDS, NEW YORK, NY 10001

**Telephone number:** 212-715-3880

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-06970

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** XGIP6KDDVHV34W4QN364

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AMAZON.COM, INC.                  | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1451342 |           898658 | FOR         |                                  1451342 | FOR                         |  |
| AT INC.                           | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        2864158 |           910842 | FOR         |                                  2864158 | FOR                         |  |
| BROOKFIELD CORPORATION            | 11271J107 | 06/06/2025     | Say on Pay Resolution The Say on Pay Resolution set out in the Circular.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1122567 |          2277433 | FOR         |                                  1122567 | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         697133 |           352867 | FOR         |                                   697133 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION  | 144285103 | 10/07/2024     | Approve the compensation of the corporation's named executive officers, in an advisory vote.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         435358 |           224642 | FOR         |                                   435358 | FOR                         |  |
| CARVANA CO.                       | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         556483 |           373517 | FOR         |                                   556483 | FOR                         |  |
| CARVANA CO.                       | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         556483 |           373517 | FOR         |                                   556483 | FOR                         |  |
| CORPAY, INC.                      | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         243986 |           366014 | FOR         |                                   243986 | 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 |         851669 |          1123331 | FOR         |                                   851669 | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY        | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        2165465 |           549535 | FOR         |                                  2165465 | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY        | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        2165465 |           549535 | FOR         |                                  2165465 | FOR                         |  |
| DISCOVER FINANCIAL SERVICES       | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                                        | SECTION 14A SAY-ON-PAY VOTES |         495548 |           144452 | FOR         |                                   495548 | 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 |         847207 |          2102793 | FOR         |                                   847207 | FOR                         |  |
| FERGUSON ENTERPRISES INC          | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         948331 |            16669 | FOR         |                                   948331 | FOR                         |  |
| FERGUSON ENTERPRISES INC.         | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         948331 |            16669 | FOR         |                                   948331 | 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 |         744853 |           225147 | FOR         |                                   744853 | 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 |         744853 |           225147 | FOR         |                                   744853 | FOR                         |  |
| FORTIVE CORPORATION               | 34959J108 | 06/03/2025     | To approve on an advisory basis Fortive's named executive officer compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         503449 |          1071551 | FOR         |                                   503449 | FOR                         |  |
| HESS CORPORATION                  | 42809H107 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         603237 |            21763 | FOR         |                                   603237 | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.   | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1049437 |           350563 | FOR         |                                  1049437 | FOR                         |  |
| JACOBS SOLUTIONS INC.             | 46982L108 | 01/29/2025     | Advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1146069 |           503931 | FOR         |                                  1146069 | FOR                         |  |
| KENVUE INC.                       | 49177J102 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of Kenvue Inc.'s named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         630532 |          1369468 | FOR         |                                   630532 | FOR                         |  |
| LIVE NATION ENTERTAINMENT, INC.   | 538034109 | 06/12/2025     | To hold an advisory vote on the company's executive compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1171298 |           928702 | FOR         |                                  1171298 | FOR                         |  |
| LPL FINANCIAL HOLDINGS INC.       | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         479122 |            75878 | FOR         |                                   479122 | 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 |         730057 |           139943 | FOR         |                                   730057 | FOR                         |  |
| NVIDIA CORPORATION                | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1348101 |           201899 | FOR         |                                  1348101 | FOR                         |  |
| PG CORPORATION                    | 69331C108 | 05/22/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       39387013 |         12712987 | FOR         |                                 39387013 | FOR                         |  |
| PRIMO BRANDS CORPORATION          | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        2400000 |                0 | FOR         |                                  2400000 | FOR                         |  |
| PRIMO BRANDS CORPORATION          | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers. | SECTION 14A SAY-ON-PAY VOTES |        2400000 |                0 | FOR         |                                  2400000 | FOR                         |  |
| RB GLOBAL, INC.                   | 74935Q107 | 05/05/2025     | Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the accompanying proxy statement.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         456858 |           493142 | FOR         |                                   456858 | FOR                         |  |
| SEADRILL LIMITED                  | G7997W102 | 05/14/2025     | To conduct an advisory vote to approve the compensation of our named executive officers for 2024.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         803445 |           221555 | FOR         |                                   803445 | FOR                         |  |
| SEADRILL LIMITED                  | G7997W102 | 05/14/2025     | To conduct an advisory vote to approve the frequency of future advisory votes to approve executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         803445 |           221555 | FOR         |                                   803445 | 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 |         349739 |           235261 | FOR         |                                   349739 | 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 |         349739 |           235261 | FOR         |                                   349739 | FOR                         |  |
| TELEPHONE AND DATA SYSTEMS, INC.  | 879433829 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        5568227 |          1191773 | FOR         |                                  5568227 | FOR                         |  |
| UNITED STATES STEEL CORPORATION   | 912909108 | 05/06/2025     | To consider and act on a non-binding advisory vote regarding the approval of compensation paid to certain executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         152560 |           847440 | FOR         |                                   152560 | 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 |         382881 |            42119 | FOR         |                                   382881 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Third Point LLC

**By (Signature):** Jana Tsilman

**By (Printed Signature):** Jana Tsilman

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

**Date:** 08/29/2025