# EDGAR Filing Document

**Accession Number:** 0001107310
**File Stem:** 0001085146-25-005608
**Filing Date:** 2025-8
**Character Count:** 30726
**Document Hash:** c4edf3ff6d0fb500c90b723530a6a261
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005608.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005608

**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:** EMINENCE CAPITAL, LP
- **CENTRAL INDEX KEY:** 0001107310

**ORGANIZATION NAME:**
- **EIN:** 134036527
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05589
- **FILM NUMBER:** 251276972

**BUSINESS ADDRESS:**
- **STREET 1:** 399 PARK AVENUE, 25TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-418-2100

**MAIL ADDRESS:**
- **STREET 1:** 399 PARK AVENUE, 25TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EMINENCE CAPITAL LLC
- **DATE OF NAME CHANGE:** 20000218

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

## N-PX: Filer Information

**Filer CIK:** 0001107310

**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:** EMINENCE CAPITAL, LP

**Address:** 399 Park Avenue, New York, NY 10022

**Telephone number:** 2124182100

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-05589

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300A7I33B1R3UGS67

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ADVANCED MICRO DEVICES, INC.           | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1273283 |                0 | FOR         | 1273283                                  | FOR                         |  |
| AMAZON.COM, INC.                       | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         866663 |                0 | FOR         | 866663                                   | FOR                         |  |
| ASBURY AUTOMOTIVE GROUP, INC.          | 043436104 | 05/13/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         360070 |                0 | FOR         | 360070                                   | FOR                         |  |
| ASHLAND INC.                           | 044186104 | 01/21/2025     | Approval of the non-binding advisory resolution approving the compensation paid to Ashland's named executive officers.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        2022173 |                0 | FOR         | 2022173                                  | FOR                         |  |
| ATMUS FILTRATION TECHNOLOGIES INC.     | 04956D107 | 05/20/2025     | Advisory vote to approve the executive compensation.                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        5448685 |                0 | FOR         | 5448685                                  | FOR                         |  |
| BANK OF AMERICA CORPORATION            | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| 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 |        1335830 |                0 | FOR         | 1335830                                  | 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 |        1335830 |                0 | 1 YEAR      | 1335830                                  | 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 |        1335830 |                0 | FOR         | 1335830                                  | FOR                         |  |
| CAMDEN PROPERTY TRUST                  | 133131102 | 05/09/2025     | Approval, by an advisory vote, of executive compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CAMPING WORLD HOLDINGS, INC.           | 13462K109 | 05/15/2025     | Approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1390866 |                0 | FOR         | 1390866                                  | 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 |         751721 |                0 | FOR         | 751721                                   | FOR                         |  |
| CF INDUSTRIES HOLDINGS, INC.           | 125269100 | 05/06/2025     | Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1343500 |                0 | FOR         | 1343500                                  | FOR                         |  |
| CHARLES RIVER LABORATORIES INTL., INC. | 159864107 | 05/20/2025     | Advisory Approval of 2024 Executive Officer Compensation                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| COUPANG, INC.                          | 22266T109 | 06/12/2025     | To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         571287 |                0 | FOR         | 571287                                   | FOR                         |  |
| DAVE  BUSTER'S ENTERTAINMENT, INC.     | 238337109 | 06/18/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1238339 |                0 | FOR         | 1238339                                  | FOR                         |  |
| DRAFTKINGS INC.                        | 26142V105 | 05/19/2025     | To conduct a non-binding advisory vote on executive compensation.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        2144747 |                0 | FOR         | 2144747                                  | FOR                         |  |
| DYNATRACE, INC.                        | 268150109 | 08/23/2024     | Non-binding advisory vote on the compensation of Dynatrace's named executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        3539764 |                0 | FOR         | 3539764                                  | FOR                         |  |
| ELEVANCE HEALTH, INC.                  | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         523817 |                0 | FOR         | 523817                                   | FOR                         |  |
| EVERCORE INC.                          | 29977A105 | 06/11/2025     | To approve, on an advisory basis, the executive compensation of our Named Executive Officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         583930 |                0 | FOR         | 583930                                   | 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 |         243683 |                0 | FOR         | 243683                                   | 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 |         243683 |                0 | 1 YEAR      | 243683                                   | 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 |         376001 |                0 | FOR         | 376001                                   | 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 |         376001 |                0 | 1 YEAR      | 376001                                   | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.        | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| GITLAB INC.                            | 37637K108 | 06/20/2025     | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2714419 |                0 | FOR         | 2714419                                  | FOR                         |  |
| GRAPHIC PACKAGING HOLDING COMPANY      | 388689101 | 05/21/2025     | Advisory vote on compensation paid to Named Executive Officers (Say-on-Pay).                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        2144858 |                0 | FOR         | 2144858                                  | FOR                         |  |
| GREEN THUMB INDUSTRIES INC.            | 39342L108 | 06/11/2025     | Executive Compensation: Approve, on an advisory basis, the compensation paid to the Company's named executive officers, as disclosed in the Company's Proxy Statement.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       16237196 |                0 | FOR         | 16237196                                 | FOR                         |  |
| INSTALLED BUILDING PRODUCTS, INC.      | 45780R101 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         352987 |                0 | FOR         | 352987                                   | FOR                         |  |
| LENNAR CORPORATION                     | 526057104 | 04/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1146407 |                0 | FOR         | 1146407                                  | FOR                         |  |
| LOUISIANA-PACIFIC CORPORATION          | 546347105 | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1385791 |                0 | FOR         | 1385791                                  | 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 |         257713 |                0 | FOR         | 257713                                   | FOR                         |  |
| MCGRATH RENTCORP                       | 580589109 | 06/04/2025     | To approve, in a non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         750722 |                0 | FOR         | 750722                                   | FOR                         |  |
| MGM RESORTS INTERNATIONAL              | 552953101 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| OKTA, INC.                             | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the compensation of our named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1357585 |                0 | FOR         | 1357585                                  | FOR                         |  |
| OKTA, INC.                             | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve the compensation of our named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1357585 |                0 | 1 YEAR      | 1357585                                  | FOR                         |  |
| PERFORMANCE FOOD GROUP COMPANY         | 71377A103 | 11/20/2024     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        2108476 |                0 | FOR         | 2108476                                  | FOR                         |  |
| PINTEREST, INC.                        | 72352L106 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        3545884 |                0 | FOR         | 3545884                                  | 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 |        4614976 |                0 | FOR         | 4614976                                  | 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 |        4614976 |                0 | 1 YEAR      | 4614976                                  | FOR                         |  |
| PRIMO WATER CORPORATION                | 74167P108 | 11/04/2024     | Non-binding advisory resolution to approve, on an advisory basis, the payment of certain compensation to certain of Primo Water's executive officers that will or may become payable by Primo Water to such executive officers in connection with the consummation of the Transaction.                                      | SECTION 14A SAY-ON-PAY VOTES |        2803379 |                0 | FOR         | 2803379                                  | FOR                         |  |
| RED ROCK RESORTS, INC.                 | 75700L108 | 06/05/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1937387 |                0 | FOR         | 1937387                                  | FOR                         |  |
| SALESFORCE, INC.                       | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         535110 |                0 | FOR         | 535110                                   | FOR                         |  |
| SENTINELONE, INC.                      | 81730H109 | 06/25/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        4717273 |                0 | FOR         | 4717273                                  | FOR                         |  |
| SMARTSHEET INC.                        | 83200N103 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| SOMNIGROUP INTERNATIONAL INC.          | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        1176540 |                0 | FOR         | 1176540                                  | FOR                         |  |
| THE PROGRESSIVE CORPORATION            | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| UBER TECHNOLOGIES, INC.                | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         869404 |                0 | FOR         | 869404                                   | FOR                         |  |
| VERANO HOLDINGS CORP.                  | 92338D101 | 06/19/2025     | Executive Compensation. The approval, on a non-binding advisory basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       32028684 |                0 | FOR         | 32028684                                 | FOR                         |  |
| WORKIVA INC.                           | 98139A105 | 05/29/2025     | Approval, on an advisory basis, of the compensation of Workiva's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         757960 |                0 | FOR         | 757960                                   | FOR                         |  |
| WORKIVA INC.                           | 98139A105 | 05/29/2025     | Indication, on an advisory basis, of the preferred frequency of stockholder advisory votes on the compensation of Workiva's named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         757960 |                0 | 1 YEAR      | 757960                                   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** EMINENCE CAPITAL, LP

**By (Signature):** Paul F. Kenny

**By (Printed Signature):** Paul F. Kenny

**By (Title):** General Counsel

**Date:** 08/29/2025