# EDGAR Filing Document

**Accession Number:** 0001650135
**File Stem:** 0001650135-25-000007
**Filing Date:** 2025-8
**Character Count:** 35351
**Document Hash:** f18de8076597396779bff4ba44e71d48
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001650135-25-000007.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001650135-25-000007

**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:** Hosking Partners LLP
- **CENTRAL INDEX KEY:** 0001650135

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17007
- **FILM NUMBER:** 251276469

**BUSINESS ADDRESS:**
- **STREET 1:** 11 CHARLES II STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4QU
- **BUSINESS PHONE:** 442070047850

**MAIL ADDRESS:**
- **STREET 1:** 11 CHARLES II STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4QU

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

## N-PX: Filer Information

**Filer CIK:** 0001650135

**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:** Hosking Partners LLP

**Address:** 11 CHARLES II STREET, LONDON, X0 SW1Y 4QU

**Telephone number:** 00442070047834

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-17007

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 213800QKKYUIWYDI9K26

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Golar LNG Limited                           | G9456A100 | 08/13/2024     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |         181696 |                0 | FOR         |                                   181696 | FOR                         |  |
| Microchip Technology Incorporated           | 595017104 | 08/20/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          26802 |                0 | FOR         |                                    26802 | FOR                         |  |
| Diamond Offshore Drilling, Inc.             | 25271C110 | 08/27/2024     | Advisory Vote on Golden Parachutes                                         | SECTION 14A SAY-ON-PAY VOTES |         196129 |                0 | FOR         |                                   196129 | FOR                         |  |
| Seagate Technology Holdings plc             | G7997R103 | 10/19/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          28589 |                0 | FOR         |                                    28589 | FOR                         |  |
| Lam Research Corporation                    | 512807306 | 11/05/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4630 |                0 | FOR         |                                     4630 | FOR                         |  |
| Texas Pacific Land Corporation              | 88262P102 | 11/08/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           1787 |                0 | FOR         |                                     1787 | FOR                         |  |
| Texas Pacific Land Corporation              | 88262P102 | 11/08/2024     | Clawback of Incentive Payments                                             | SECTION 14A SAY-ON-PAY VOTES |           1787 |                0 | FOR         |                                     1787 | FOR                         |  |
| Lesaka Technologies, Inc.                   | 64107N206 | 11/14/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         679280 |                0 | FOR         |                                   679280 | FOR                         |  |
| Microsoft Corporation                       | 594918104 | 12/10/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4467 |                0 | FOR         |                                     4467 | FOR                         |  |
| Thor Industries, Inc.                       | 885160101 | 12/20/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17991 |                0 | FOR         |                                    17991 | FOR                         |  |
| Micron Technology, Inc.                     | 595112103 | 01/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         160469 |                0 | FOR         |                                   160469 | FOR                         |  |
| Costco Wholesale Corporation                | 22160K105 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          18702 |                0 | FOR         |                                    18702 | FOR                         |  |
| Visa Inc.                                   | 92826C839 | 01/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           7901 |                0 | FOR         |                                     7901 | FOR                         |  |
| Applied Materials, Inc.                     | 038222105 | 03/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17193 |                0 | FOR         |                                    17193 | FOR                         |  |
| QUALCOMM Incorporated                       | 747525103 | 03/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17254 |                0 | FOR         |                                    17254 | FOR                         |  |
| The Walt Disney Company                     | 254687106 | 03/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          26113 |                0 | FOR         |                                    26113 | FOR                         |  |
| Jefferies Financial Group Inc.              | 47233W109 | 03/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         145778 |                0 | FOR         |                                   145778 | FOR                         |  |
| Interactive Brokers Group, Inc.             | 45841N107 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          60804 |                0 | FOR         |                                    60804 | FOR                         |  |
| Broadcom Inc.                               | 11135F101 | 04/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          27123 |                0 | FOR         |                                    27123 | FOR                         |  |
| Bank of America Corporation                 | 060505104 | 04/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         375491 |                0 | FOR         |                                   375491 | FOR                         |  |
| Bio-Rad Laboratories, Inc.                  | 090572207 | 04/22/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |          12558 |                0 | FOR         |                                    12558 | FOR                         |  |
| The PNC Financial Services Group, Inc.      | 693475105 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          16786 |                0 | FOR         |                                    16786 | FOR                         |  |
| Warrior Met Coal, Inc.                      | 93627C101 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         113693 |                0 | FOR         |                                   113693 | FOR                         |  |
| Citizens Financial Group, Inc.              | 174610105 | 04/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          71862 |                0 | FOR         |                                    71862 | FOR                         |  |
| Steel Dynamics, Inc.                        | 858119100 | 04/25/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          37900 |                0 | FOR         |                                    37900 | FOR                         |  |
| TopBuild Corp.                              | 89055F103 | 04/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           8519 |                0 | FOR         |                                     8519 | FOR                         |  |
| American Express Company                    | 025816109 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          60237 |                0 | FOR         |                                    60237 | FOR                         |  |
| Citigroup Inc.                              | 172967424 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         276307 |                0 | FOR         |                                   276307 | FOR                         |  |
| Citigroup Inc.                              | 172967424 | 04/29/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |         276307 |                0 | FOR         |                                   276307 | FOR                         |  |
| Core Natural Resources, Inc.                | 218937100 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          38502 |                0 | FOR         |                                    38502 | FOR                         |  |
| VICI Properties Inc.                        | 925652109 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          35574 |                0 | FOR         |                                    35574 | FOR                         |  |
| Wells Fargo  Company                        | 949746101 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         166260 |                0 | FOR         |                                   166260 | FOR                         |  |
| Corteva, Inc.                               | 22052L104 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          21987 |                0 | FOR         |                                    21987 | FOR                         |  |
| Marathon Petroleum Corporation              | 56585A102 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          48439 |                0 | FOR         |                                    48439 | FOR                         |  |
| Corning Incorporated                        | 219350105 | 05/01/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         109281 |                0 | FOR         |                                   109281 | FOR                         |  |
| Occidental Petroleum Corporation            | 674599105 | 05/02/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         119902 |                0 | FOR         |                                   119902 | FOR                         |  |
| MBIA Inc.                                   | 55262C100 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         371577 |                0 | FOR         |                                   371577 | FOR                         |  |
| Alpha Metallurgical Resources, Inc.         | 020764106 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          11749 |                0 | FOR         |                                    11749 | FOR                         |  |
| Alpha Metallurgical Resources, Inc.         | 020764106 | 05/07/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |          11749 |                0 | FOR         |                                    11749 | FOR                         |  |
| MGM Resorts International                   | 552953101 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         182620 |                0 | FOR         |                                   182620 | FOR                         |  |
| Philip Morris International Inc.            | 718172109 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          34772 |                0 | FOR         |                                    34772 | FOR                         |  |
| Quaker Houghton                             | 747316107 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          10226 |                0 | FOR         |                                    10226 | FOR                         |  |
| Alcoa Corporation                           | 013872106 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         133725 |                0 | FOR         |                                   133725 | FOR                         |  |
| Capital One Financial Corporation           | 14040H105 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          63760 |                0 | FOR         |                                    63760 | FOR                         |  |
| Capital One Financial Corporation           | 14040H105 | 05/08/2025     | Submit Severance Agreement to Shareholder Vote                             | SECTION 14A SAY-ON-PAY VOTES |          63760 |                0 | FOR         |                                    63760 | FOR                         |  |
| CRH Plc                                     | G25508105 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          19506 |                0 | FOR         |                                    19506 | FOR                         |  |
| CRH Plc                                     | G25508105 | 05/08/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |          19506 |                0 | FOR         |                                    19506 | FOR                         |  |
| Golden Ocean Group Limited                  | G39637205 | 05/08/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |         253370 |                0 | FOR         |                                   253370 | FOR                         |  |
| Louisiana-Pacific Corporation               | 546347105 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          59918 |                0 | FOR         |                                    59918 | FOR                         |  |
| Noble Corporation plc                       | G65431127 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         436382 |                0 | FOR         |                                   436382 | FOR                         |  |
| Peabody Energy Corporation                  | 704551100 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         300827 |                0 | FOR         |                                   300827 | FOR                         |  |
| Union Pacific Corporation                   | 907818108 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17128 |                0 | FOR         |                                    17128 | FOR                         |  |
| Union Pacific Corporation                   | 907818108 | 05/08/2025     | Clawback of Incentive Payments                                             | SECTION 14A SAY-ON-PAY VOTES |          17128 |                0 | FOR         |                                    17128 | FOR                         |  |
| Veeco Instruments Inc.                      | 922417100 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          19268 |                0 | FOR         |                                    19268 | FOR                         |  |
| Masco Corporation                           | 574599106 | 05/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          31680 |                0 | FOR         |                                    31680 | FOR                         |  |
| Weyerhaeuser Company                        | 962166104 | 05/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           9811 |                0 | FOR         |                                     9811 | FOR                         |  |
| Centene Corporation                         | 15135B101 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          15619 |                0 | FOR         |                                    15619 | FOR                         |  |
| ConocoPhillips                              | 20825C104 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          69575 |                0 | FOR         |                                    69575 | FOR                         |  |
| iHeartMedia, Inc.                           | 45174J509 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |            572 |                0 | FOR         |                                      572 | FOR                         |  |
| Loews Corporation                           | 540424108 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          22790 |                0 | FOR         |                                    22790 | FOR                         |  |
| American International Group, Inc.          | 026874784 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         274486 |                0 | FOR         |                                   274486 | FOR                         |  |
| American International Group, Inc.          | 026874784 | 05/14/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |         274486 |                0 | FOR         |                                   274486 | FOR                         |  |
| Elevance Health, Inc.                       | 036752103 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          17236 |                0 | FOR         |                                    17236 | FOR                         |  |
| Seadrill Limited                            | G7997W102 | 05/14/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |         139725 |                0 | FOR         |                                   139725 | FOR                         |  |
| Seadrill Limited                            | G7997W102 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         139725 |                0 | FOR         |                                   139725 | FOR                         |  |
| Seadrill Limited                            | G7997W102 | 05/14/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |         139725 |                0 | FOR         |                                   139725 | FOR                         |  |
| Cushman  Wakefield Plc                      | G2717B108 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         114852 |                0 | FOR         |                                   114852 | FOR                         |  |
| Cushman  Wakefield Plc                      | G2717B108 | 05/15/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |          57426 |                0 | FOR         |                                    57426 | FOR                         |  |
| Morgan Stanley                              | 617446448 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          43648 |                0 | FOR         |                                    43648 | FOR                         |  |
| Willis Towers Watson Public Limited Company | G96629103 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           7467 |                0 | FOR         |                                     7467 | FOR                         |  |
| Golar LNG Limited                           | G9456A100 | 05/20/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |         103823 |                0 | FOR         |                                   103823 | FOR                         |  |
| JPMorgan Chase  Co.                         | 46625H100 | 05/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          32041 |                0 | FOR         |                                    32041 | FOR                         |  |
| Amazon.com, Inc.                            | 023135106 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          96563 |                0 | FOR         |                                    96563 | FOR                         |  |
| CBRE Group, Inc.                            | 12504L109 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         134506 |                0 | FOR         |                                   134506 | FOR                         |  |
| EPAM Systems, Inc.                          | 29414B104 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           4910 |                0 | FOR         |                                     4910 | FOR                         |  |
| The Charles Schwab Corporation              | 808513105 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          90141 |                0 | FOR         |                                    90141 | FOR                         |  |
| LyondellBasell Industries N.V.              | N53745100 | 05/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          77196 |                0 | FOR         |                                    77196 | FOR                         |  |
| Chevron Corporation                         | 166764100 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           8941 |                0 | FOR         |                                     8941 | FOR                         |  |
| Exxon Mobil Corporation                     | 30231G102 | 05/28/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          11302 |                0 | FOR         |                                    11302 | FOR                         |  |
| Sirius XM Holdings Inc.                     | 829933100 | 05/28/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |           9956 |                0 | FOR         |                                     9956 | FOR                         |  |
| Transocean Ltd.                             | H8817H100 | 05/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         469776 |                0 | FOR         |                                   469776 | FOR                         |  |
| Transocean Ltd.                             | H8817H100 | 05/30/2025     | Approve Remuneration of Directors and/or Committee Members                 | SECTION 14A SAY-ON-PAY VOTES |         234888 |                0 | FOR         |                                   234888 | FOR                         |  |
| Transocean Ltd.                             | H8817H100 | 05/30/2025     | Approve Remuneration of Executive Directors and/or Non-Executive Directors | SECTION 14A SAY-ON-PAY VOTES |         234888 |                0 | FOR         |                                   234888 | FOR                         |  |
| Booking Holdings Inc.                       | 09857L108 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |           3096 |                0 | FOR         |                                     3096 | FOR                         |  |
| SL Green Realty Corp.                       | 78440X887 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          57783 |                0 | FOR         |                                    57783 | FOR                         |  |
| Flutter Entertainment plc                   | G3643J108 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          11335 |                0 | FOR         |                                    11335 | FOR                         |  |
| Flutter Entertainment plc                   | G3643J108 | 06/05/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |          11335 |                0 | FOR         |                                    11335 | FOR                         |  |
| PayPal Holdings, Inc.                       | 70450Y103 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          48708 |                0 | FOR         |                                    48708 | FOR                         |  |
| Tidewater Inc.                              | 88642R109 | 06/05/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         113515 |                0 | FOR         |                                   113515 | FOR                         |  |
| Caesars Entertainment, Inc.                 | 12769G100 | 06/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          31686 |                0 | FOR         |                                    31686 | FOR                         |  |
| International Seaways, Inc.                 | Y41053102 | 06/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         168184 |                0 | FOR         |                                   168184 | FOR                         |  |
| American Airlines Group Inc.                | 02376R102 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         308329 |                0 | FOR         |                                   308329 | FOR                         |  |
| FirstCash Holdings, Inc.                    | 33768G107 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          13547 |                0 | FOR         |                                    13547 | FOR                         |  |
| Freeport-McMoRan Inc.                       | 35671D857 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         310270 |                0 | FOR         |                                   310270 | FOR                         |  |
| Trupanion, Inc.                             | 898202106 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          87442 |                0 | FOR         |                                    87442 | FOR                         |  |
| Trupanion, Inc.                             | 898202106 | 06/11/2025     | Advisory Vote on Say on Pay Frequency                                      | SECTION 14A SAY-ON-PAY VOTES |          87442 |                0 | FOR         |                                    87442 | FOR                         |  |
| Coupang, Inc.                               | 22266T109 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         223736 |                0 | FOR         |                                   223736 | FOR                         |  |
| Valaris Limited                             | G9460G101 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          55575 |                0 | FOR         |                                    55575 | FOR                         |  |
| Synchrony Financial                         | 87165B103 | 06/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         181263 |                0 | FOR         |                                   181263 | FOR                         |  |
| Delta Air Lines, Inc.                       | 247361702 | 06/19/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         125007 |                0 | FOR         |                                   125007 | FOR                         |  |
| Arlo Technologies, Inc.                     | 04206A101 | 06/20/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |         145371 |                0 | FOR         |                                   145371 | FOR                         |  |
| Ferroglobe PLC                              | G33856108 | 06/26/2025     | Approve Remuneration Policy                                                | SECTION 14A SAY-ON-PAY VOTES |        2280634 |                0 | FOR         |                                  2280634 | FOR                         |  |
| Ferroglobe PLC                              | G33856108 | 06/26/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |        2280634 |                0 | FOR         |                                  2280634 | FOR                         |  |
| The Kroger Co.                              | 501044101 | 06/26/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation             | SECTION 14A SAY-ON-PAY VOTES |          59266 |                0 | FOR         |                                    59266 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Hosking Partners LLP

**By (Signature):** Will MIller

**By (Printed Signature):** Will MIller

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

**Date:** 08/29/2025