# EDGAR Filing Document

**Accession Number:** 0001743937
**File Stem:** 0001438934-25-000634
**Filing Date:** 2025-8
**Character Count:** 8214
**Document Hash:** c321f1d5c9840080a259afbadc5e09d7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-000634.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001438934-25-000634

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TOMS Capital Investment Management LP
- **CENTRAL INDEX KEY:** 0001743937

**ORGANIZATION NAME:**
- **EIN:** 824899650
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19240
- **FILM NUMBER:** 251197672

**BUSINESS ADDRESS:**
- **STREET 1:** 450 WEST 14TH STREET, 13TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10014
- **BUSINESS PHONE:** (212) 524-7300

**MAIL ADDRESS:**
- **STREET 1:** 450 WEST 14TH STREET, 13TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10014

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

## N-PX: Filer Information

**Filer CIK:** 0001743937

**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:** TOMS Capital Investment Management LP

**Address:** 450 West 14th Street, 13th Floor, New York, NY 10014

**Telephone number:** 212-337-4112

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19240

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AMAZON.COM, INC.                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         437797 |                0 | FOR         |                                   437797 | 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 |        2009872 |                0 | AGAINST     |                                  2009872 | AGAINST                     |  |
| 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 |        7531414 |                0 | ABSTAIN     |                                  7531414 | AGAINST                     |  |
| PENN ENTERTAINMENT, INC.        | 707569109 | 06/17/2025     | The Company's proposal to approve, on an advisory basis, the Company's named executive officer compensation.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        2950902 |                0 | FOR         |                                  2950902 | NONE                        |  |
| RIOT PLATFORMS, INC.            | 767292105 | 06/10/2025     | Approval, on a non-binding an advisory basis, of the compensation of the Company's Named Executive Officers.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        1817714 |                0 | FOR         |                                  1817714 | FOR                         |  |
| RIOT PLATFORMS, INC.            | 767292105 | 06/10/2025     | Approval, on a non-binding advisory basis, of the frequency at which future Say-on-Pay votes will be held.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1817714 |                0 | 3 YEARS     |                                  1817714 | AGAINST                     |  |
| ROIVANT SCIENCES LTD            | G76279101 | 09/10/2024     | To cast a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1920651 |                0 | FOR         |                                  1920651 | FOR                         |  |
| ROIVANT SCIENCES LTD            | G76279101 | 09/10/2024     | To cast a non-binding, advisory vote on the frequency of future non-binding, advisory votes to approve the compensation of our named executive officers every.                                 | SECTION 14A SAY-ON-PAY VOTES |        1920651 |                0 | 3 YEARS     |                                  1920651 | AGAINST                     |  |
| 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 |        2013430 |                0 | FOR         |                                  2013430 | 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 |         275821 |                0 | FOR         |                                   275821 | 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 |         275821 |                0 | 3 YEARS     |                                   275821 | AGAINST                     |  |
| 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 |        3824904 |                0 | FOR         |                                  3824904 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** TOMS Capital Investment Management LP

**By (Signature):** Jacqueline Dagan

**By (Printed Signature):** Jacqueline Dagan

**By (Title):** General Counsel and Chief Compliance Officer

**Date:** 08/06/2025