# EDGAR Filing Document

**Accession Number:** 0001595880
**File Stem:** 0001595880-25-000006
**Filing Date:** 2025-8
**Character Count:** 40895
**Document Hash:** 4bf441f1bf232148c919d959bc1f5257
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001595880-25-000006.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001595880-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Junto Capital Management LP
- **CENTRAL INDEX KEY:** 0001595880

**ORGANIZATION NAME:**
- **EIN:** 800920674
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16705
- **FILM NUMBER:** 251265556

**BUSINESS ADDRESS:**
- **STREET 1:** 550 MADISON AVENUE
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-409-1906

**MAIL ADDRESS:**
- **STREET 1:** 550 MADISON AVENUE
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

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

## N-PX: Filer Information

**Filer CIK:** 0001595880

**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:** Junto Capital Management LP

**Address:** 550 MADISON AVENUE, NEW YORK, NY 10022

**Telephone number:** 212-409-1900

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-16705

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300RAZWW7PNLTGR43

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| McKesson Corporation                         | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 116246           |                0 | FOR         |                         116246           | FOR                         |  |
| Brinker International, Inc.                  | 109641100 | 11/06/2024     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      1.08418e+06 |                0 | FOR         |                              1.08418e+06 | FOR                         |  |
| Broadridge Financial Solutions, Inc.         | 11133T103 | 11/14/2024     | Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote);                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 205274           |                0 | FOR         |                         205274           | FOR                         |  |
| Sysco Corporation                            | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.20179e+06 |                0 | FOR         |                              1.20179e+06 | 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 | 257128           |                0 | FOR         |                         257128           | 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 | 121431           |                0 | FOR         |                         121431           | 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 | 121431           |                0 | ONE YEAR    |                         121431           | FOR                         |  |
| D.R. Horton, Inc.                            | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 319934           |                0 | FOR         |                         319934           | FOR                         |  |
| Intuit Inc.                                  | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  87119           |                0 | FOR         |                          87119           | FOR                         |  |
| BellRing Brands, Inc.                        | 07831C103 | 01/28/2025     | To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement. | SECTION 14A SAY-ON-PAY VOTES | 207840           |                0 | FOR         |                         207840           | FOR                         |  |
| PTC Inc.                                     | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 134763           |                0 | FOR         |                         134763           | FOR                         |  |
| Toll Brothers, Inc.                          | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding votes of the compensation of the Company's named executive officers.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 426433           |                0 | FOR         |                         426433           | FOR                         |  |
| Agilent Technologies, Inc.                   | 00846U101 | 03/13/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 365590           |                0 | FOR         |                         365590           | FOR                         |  |
| QUALCOMM Incorporated                        | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 128685           |                0 | FOR         |                         128685           | FOR                         |  |
| Synopsys, Inc.                               | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  70727           |                0 | FOR         |                          70727           | FOR                         |  |
| Moody's Corporation                          | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  18639           |                0 | FOR         |                          18639           | FOR                         |  |
| Pinnacle Financial Partners, Inc.            | 72346Q104 | 04/15/2025     | To approve, on a non-binding, advisory basis, the Company's named executive officer's compensation as disclosed in the proxy statement for the Annual Meeting.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 393404           |                0 | FOR         |                         393404           | FOR                         |  |
| Carnival Corporation                         | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      7.14556e+06 |                0 | FOR         |                              7.14556e+06 | FOR                         |  |
| Adobe Inc.                                   | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  31223           |                0 | FOR         |                          31223           | 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 |      4.41382e+06 |                0 | AGAINST     |                              4.41382e+06 | AGAINST                     |  |
| Domino's Pizza, Inc.                         | 25754A201 | 04/23/2025     | Advisory vote to approve the compensation of the named executive officers of the Company.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 180192           |                0 | FOR         |                         180192           | FOR                         |  |
| Citizens Financial Group, Inc.               | 174610105 | 04/24/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 681170           |                0 | AGAINST     |                         681170           | AGAINST                     |  |
| Fastenal Company                             | 311900104 | 04/24/2025     | Approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 524607           |                0 | FOR         |                         524607           | FOR                         |  |
| American Express Company                     | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 167101           |                0 | FOR         |                         167101           | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 839444           |                0 | FOR         |                         839444           | FOR                         |  |
| Boston Scientific Corporation                | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 599027           |                0 | FOR         |                         599027           | FOR                         |  |
| Encompass Health Corporation                 | 29261A100 | 05/01/2025     | An advisory vote to approve executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 228407           |                0 | FOR         |                         228407           | FOR                         |  |
| Danaher Corporation                          | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 330661           |                0 | FOR         |                         330661           | FOR                         |  |
| Floor  Decor Holdings, Inc.                  | 339750101 | 05/07/2025     | Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2024 fiscal year.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 523924           |                0 | FOR         |                         523924           | 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 | 439542           |                0 | FOR         |                         439542           | FOR                         |  |
| CME Group Inc.                               | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 359634           |                0 | FOR         |                         359634           | FOR                         |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 324369           |                0 | FOR         |                         324369           | FOR                         |  |
| Knight-Swift Transportation Holdings Inc.    | 499049104 | 05/13/2025     | Conduct an advisory, non-binding vote to approve named executive officer compensation.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 657456           |                0 | FOR         |                         657456           | FOR                         |  |
| Somnigroup International, Inc.               | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.03285e+06 |                0 | FOR         |                              1.03285e+06 | FOR                         |  |
| BlackRock, Inc.                              | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  68171           |                0 | AGAINST     |                          68171           | AGAINST                     |  |
| CVS Health Corporation                       | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 315442           |                0 | AGAINST     |                         315442           | AGAINST                     |  |
| Wyndham Hotels  Resorts, Inc.                | 98311A105 | 05/15/2025     | To vote on an advisory resolution to approve our executive compensation program.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 907008           |                0 | FOR         |                         907008           | FOR                         |  |
| Wyndham Hotels  Resorts, Inc.                | 98311A105 | 05/15/2025     | To vote on an advisory resolution on the frequency of the advisory vote on named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 907008           |                0 | ONE YEAR    |                         907008           | 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 | 294395           |                0 | FOR         |                         294395           | FOR                         |  |
| Burlington Stores, Inc.                      | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 474787           |                0 | FOR         |                         474787           | FOR                         |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 146986           |                0 | AGAINST     |                         146986           | AGAINST                     |  |
| Ross Stores, Inc.                            | 778296103 | 05/21/2025     | Advisory vote to approve the resolution on the compensation of the named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 613692           |                0 | FOR         |                         613692           | FOR                         |  |
| The Travelers Companies, Inc.                | 89417E109 | 05/21/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 311528           |                0 | FOR         |                         311528           | FOR                         |  |
| The Wendy's Company                          | 95058W100 | 05/21/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.62585e+06 |                0 | FOR         |                              1.62585e+06 | 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 | 175132           |                0 | FOR         |                         175132           | FOR                         |  |
| Maplebear Inc.                               | 565394103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  78302           |                0 | AGAINST     |                          78302           | AGAINST                     |  |
| Meritage Homes Corporation                   | 59001A102 | 05/22/2025     | Advisory vote to approve compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 493418           |                0 | FOR         |                         493418           | FOR                         |  |
| Taylor Morrison Home Corporation             | 87724P106 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 556968           |                0 | FOR         |                         556968           | FOR                         |  |
| The Charles Schwab Corporation               | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 995889           |                0 | FOR         |                         995889           | FOR                         |  |
| Juniper Networks, Inc.                       | 48203R104 | 05/28/2025     | Approval of a non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 936493           |                0 | FOR         |                         936493           | 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 |  77283           |                0 | AGAINST     |                          77283           | AGAINST                     |  |
| 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 |  77283           |                0 | ONE YEAR    |                          77283           | AGAINST                     |  |
| Royal Caribbean Cruises Ltd.                 | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 530176           |                0 | FOR         |                         530176           | FOR                         |  |
| Booking Holdings Inc.                        | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  13216           |                0 | FOR         |                          13216           | FOR                         |  |
| Cognizant Technology Solutions Corporation   | 192446102 | 06/03/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay).                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 292557           |                0 | FOR         |                         292557           | FOR                         |  |
| General Motors Company                       | 37045V100 | 06/03/2025     | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 761274           |                0 | FOR         |                         761274           | FOR                         |  |
| Shake Shack Inc.                             | 819047101 | 06/04/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 529915           |                0 | FOR         |                         529915           | FOR                         |  |
| Urban Outfitters, Inc.                       | 917047102 | 06/04/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.72845e+06 |                0 | FOR         |                              1.72845e+06 | 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 | 167234           |                0 | FOR         |                         167234           | FOR                         |  |
| Dick's Sporting Goods, Inc.                  | 253393102 | 06/11/2025     | Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2025 proxy statement.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 219655           |                0 | FOR         |                         219655           | FOR                         |  |
| Fidelity National 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 | 421231           |                0 | FOR         |                         421231           | FOR                         |  |
| Five Below, Inc.                             | 33829M101 | 06/12/2025     | To approve, by non-binding advisory vote, the Company's Named Executive Officer compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 430987           |                0 | FOR         |                         430987           | FOR                         |  |
| Five Below, Inc.                             | 33829M101 | 06/12/2025     | Non-binding advisory vote on whether the frequency of the shareholder vote on our executive compensation should be every 1, 2 or 3 years.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 430987           |                0 | ONE YEAR    |                         430987           | FOR                         |  |
| Monolithic Power Systems, Inc.               | 609839105 | 06/12/2025     | Approve, on an advisory basis, the 2024 executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  38865           |                0 | FOR         |                          38865           | FOR                         |  |
| Zoom Communications, Inc.                    | 98980L101 | 06/12/2025     | Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 896847           |                0 | AGAINST     |                         896847           | AGAINST                     |  |
| Autodesk, Inc.                               | 052769106 | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc's named executive officers.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 157220           |                0 | FOR         |                         157220           | FOR                         |  |
| Dollar Tree, Inc.                            | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 976916           |                0 | FOR         |                         976916           | FOR                         |  |
| DoorDash, Inc.                               | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 204495           |                0 | FOR         |                         204495           | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  73462           |                0 | FOR         |                          73462           | FOR                         |  |
| American Eagle Outfitters, Inc.              | 02553E106 | 06/25/2025     | Hold an advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      4.67971e+06 |                0 | FOR         |                              4.67971e+06 | FOR                         |  |
| The Kroger Co.                               | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      2.0441e+06  |                0 | FOR         |                              2.0441e+06  | 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 | 175917           |                0 | FOR         |                         175917           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Junto Capital Management LP

**By (Signature):** Jaclyn Brown

**By (Printed Signature):** Jaclyn Brown

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

**Date:** 08/27/2025