# EDGAR Filing Document

**Accession Number:** 0001512020
**File Stem:** 0001438934-25-001689
**Filing Date:** 2025-8
**Character Count:** 13715
**Document Hash:** 84737a3230696e70321bd582de4cffd4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-001689.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001438934-25-001689

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kepos Capital LP
- **CENTRAL INDEX KEY:** 0001512020

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15225
- **FILM NUMBER:** 251256688

**BUSINESS ADDRESS:**
- **STREET 1:** 11 TIMES SQUARE, 35TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036
- **BUSINESS PHONE:** 212-588-7400

**MAIL ADDRESS:**
- **STREET 1:** 11 TIMES SQUARE, 35TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036

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

## N-PX: Filer Information

**Filer CIK:** 0001512020

**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:** Kepos Capital LP

**Address:** C/o Kepos Capital LP, New York, NY 10036

**Telephone number:** 2125887444

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-15225

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AILERON THERAPEUTICS, INC.         | 00887A204 | 08/20/2024     | To approve, on a non-binding advisory basis, our named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         106000 |                0 | FOR         |                                   106000 | FOR                         |  |
| ALGOMA STEEL GROUP INC.            | 015658107 | 09/24/2024     | The advisory resolution on the Company's approach to executive compensation as disclosed in the Company's management information circular dated August 1, 2024.                                                                          | SECTION 14A SAY-ON-PAY VOTES |          25000 |                0 | FOR         |                                    25000 | FOR                         |  |
| ALLETE, INC.                       | 018522300 | 08/21/2024     | To approve, on a nonbinding, advisory basis, the compensation that will or may become payable by the Company to our named executive officers in connection with the Merger.                                                              | SECTION 14A SAY-ON-PAY VOTES |            857 |                0 | AGAINST     |                                      857 | AGAINST                     |  |
| ARCADIUM LITHIUM PLC               | G0508H110 | 07/25/2024     | Advisory (non-binding) approval of named executive officer compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          50094 |                0 | FOR         |                                    50094 | FOR                         |  |
| ARCADIUM LITHIUM PLC               | G0508H110 | 07/25/2024     | Proposal to recommend by non-binding vote, the frequency of shareholder advisory vote on executive compensation.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          50094 |                0 | 1 YEAR      |                                    50094 | FOR                         |  |
| ARCADIUM LITHIUM PLC               | G0508H110 | 12/23/2024     | Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                        | SECTION 14A SAY-ON-PAY VOTES |          25379 |                0 | AGAINST     |                                    25379 | AGAINST                     |  |
| ARCADIUM LITHIUM PLC               | G0508H201 | 12/23/2024     | Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                        | SECTION 14A SAY-ON-PAY VOTES |          25379 |                0 | FOR         |                                    25379 | FOR                         |  |
| CISCO SYSTEMS, INC.                | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            678 |                0 | AGAINST     |                                      678 | AGAINST                     |  |
| DORIAN LPG LTD.                    | Y2106R110 | 09/20/2024     | Approval, on an advisory, non-binding basis, of the compensation of our named executive officers, as disclosed in this proxy statement.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1345 |                0 | FOR         |                                     1345 | FOR                         |  |
| EMERSON ELECTRIC CO.               | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            222 |                0 | AGAINST     |                                      222 | AGAINST                     |  |
| ENERSYS                            | 29275Y102 | 08/01/2024     | An advisory vote to approve the compensation of EnerSys' named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            883 |                0 | AGAINST     |                                      883 | AGAINST                     |  |
| KULICKE AND SOFFA INDUSTRIES, INC. | 501242101 | 03/05/2025     | To approve, on a non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            757 |                0 | AGAINST     |                                      757 | AGAINST                     |  |
| LINDSAY CORPORATION                | 535555106 | 01/08/2025     | Non-binding vote on resolution to approve the compensation of the Company's named executive officers.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           1224 |                0 | FOR         |                                     1224 | FOR                         |  |
| MARATHON OIL CORPORATION           | 565849106 | 08/29/2024     | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. | SECTION 14A SAY-ON-PAY VOTES |           2640 |                0 | AGAINST     |                                     2640 | AGAINST                     |  |
| MUELLER WATER PRODUCTS, INC.       | 624758108 | 02/06/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1217 |                0 | AGAINST     |                                     1217 | AGAINST                     |  |
| POST HOLDINGS, INC.                | 737446104 | 01/30/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            216 |                0 | AGAINST     |                                      216 | AGAINST                     |  |
| POST HOLDINGS, INC.                | 737446104 | 01/30/2025     | Advisory approval on the frequency of the advisory approval of the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            216 |                0 | 1 YEAR      |                                      216 | FOR                         |  |
| PURE CYCLE CORPORATION             | 746228303 | 01/15/2025     | Approval on an advisory basis, of compensation of the Company's named executive officers.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           2480 |                0 | FOR         |                                     2480 | FOR                         |  |
| RENEW ENERGY GLOBAL PLC            | G7500M104 | 09/20/2024     | THAT the 2024 directors' remuneration report be approved.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          11297 |                0 | FOR         |                                    11297 | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY        | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |             51 |                0 | AGAINST     |                                       51 | AGAINST                     |  |
| TRIMBLE INC.                       | 896239100 | 09/30/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            326 |                0 | AGAINST     |                                      326 | AGAINST                     |  |
| V.F. CORPORATION                   | 918204108 | 07/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         250000 |                0 | FOR         |                                   250000 | FOR                         |  |
| WESTERN DIGITAL CORPORATION        | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          60000 |                0 | FOR         |                                    60000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Kepos Capital LP

**By (Signature):** Simon Raykher

**By (Printed Signature):** Simon Raykher

**By (Title):** General Counsel and CCO

**Date:** 08/22/2025