# EDGAR Filing Document

**Accession Number:** 0000944804
**File Stem:** 0001193125-25-192009
**Filing Date:** 2025-8
**Character Count:** 54728
**Document Hash:** edd76bd955ffe408456a4f8cdfd91ad9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-192009.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001193125-25-192009

**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:** HOMESTEAD ADVISERS CORP
- **CENTRAL INDEX KEY:** 0000944804

**ORGANIZATION NAME:**
- **EIN:** 521694000
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04894
- **FILM NUMBER:** 251276371

**BUSINESS ADDRESS:**
- **STREET 1:** 4301 WILSON BLVD
- **CITY:** ARLINGTON
- **STATE:** VA
- **ZIP:** 22203
- **BUSINESS PHONE:** 7039075993

**MAIL ADDRESS:**
- **STREET 1:** 4301 WILSON BLVD
- **CITY:** ARLINGTON
- **STATE:** VA
- **ZIP:** 22203

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RE ADVISERS CORP
- **DATE OF NAME CHANGE:** 19990407

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

## N-PX: Filer Information

**Filer CIK:** 0000944804

**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:** HOMESTEAD ADVISERS CORP

**Address:** 4301 Wilson Blvd, Arlington, VA 22203

**Telephone number:** 703-907-5903

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-04894

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Triumph Group, Inc.                     | 896818101 | 08/08/2024     | To approve, by advisory vote, the compensation paid to our named executive officers for the fiscal year ended March 31, 2024.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 407930           |                0 | FOR         |                         407930           | FOR                         |  |
| Trimble Inc.                            | 896239100 | 09/30/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |   1522           |                0 | FOR         |                           1522           | FOR                         |  |
| CACI International Inc                  | 127190304 | 10/17/2024     | To approve on a non-binding, advisory basis the compensation of our named executive officers; and                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   8371           |                0 | FOR         |                           8371           | FOR                         |  |
| Applied Industrial Technologies, Inc.   | 03820C105 | 10/22/2024     | Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  42526           |                0 | FOR         |                          42526           | FOR                         |  |
| Malibu Boats, Inc.                      | 56117J100 | 10/23/2024     | To approve, on a non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  41800           |                0 | FOR         |                          41800           | FOR                         |  |
| Parker-Hannifin Corporation             | 701094104 | 10/23/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 294480           |                0 | FOR         |                         294480           | FOR                         |  |
| Lam Research Corporation                | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 109100           |                0 | FOR         |                         109100           | FOR                         |  |
| Oracle Corporation                      | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 281800           |                0 | AGAINST     |                         281800           | AGAINST                     |  |
| Microsoft Corporation                   | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 227987           |                0 | FOR         |                         227987           | FOR                         |  |
| Altair Engineering Inc.                 | 021369103 | 01/22/2025     | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Altair's named executive officers that is based on or otherwise relates to the merger, and                                                            | SECTION 14A SAY-ON-PAY VOTES |  66877           |                0 | FOR         |                          66877           | FOR                         |  |
| Visa Inc.                               | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 300274           |                0 | FOR         |                         300274           | FOR                         |  |
| Atkore Inc.                             | 047649108 | 01/30/2025     | The non-binding advisory vote approving executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  34000           |                0 | FOR         |                          34000           | FOR                         |  |
| Summit Materials, Inc.                  | 86614U100 | 02/05/2025     | Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal").       | SECTION 14A SAY-ON-PAY VOTES | 140609           |                0 | FOR         |                         140609           | FOR                         |  |
| Plexus Corp.                            | 729132100 | 02/11/2025     | Advisory vote to approve the compensation of Plexus Corp.'s named executive officers, as disclosed in ''Compensation Discussion and Analysis'' and ''Executive Compensation'' in the Proxy Statement;                                                      | SECTION 14A SAY-ON-PAY VOTES |  35600           |                0 | FOR         |                          35600           | FOR                         |  |
| Deere  Company                          | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 219100           |                0 | FOR         |                         219100           | FOR                         |  |
| The Walt Disney Company                 | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 769900           |                0 | FOR         |                         769900           | FOR                         |  |
| Triumph Group, Inc.                     | 896818101 | 04/16/2025     | Proposal to approve, on a non-binding, advisory basis, compensation that will or may become payable by the Company to its named executive officers in connection with the merger of Merger Sub with and into the Company pursuant to the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES | 157330           |                0 | FOR         |                         157330           | FOR                         |  |
| KB Home                                 | 48666K109 | 04/17/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  43200           |                0 | FOR         |                          43200           | 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 |      1.77574e+06 |                0 | AGAINST     |                              1.77574e+06 | AGAINST                     |  |
| Federal Signal Corporation              | 313855108 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  96294           |                0 | FOR         |                          96294           | FOR                         |  |
| Cadence Bank                            | 12740C103 | 04/23/2025     | Non-Binding, Advisory Vote Regarding the Compensation of the Named Executive Officers                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 157450           |                0 | FOR         |                         157450           | FOR                         |  |
| Eaton Corporation plc                   | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 292504           |                0 | FOR         |                         292504           | FOR                         |  |
| The Cigna Group                         | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 213362           |                0 | FOR         |                         213362           | FOR                         |  |
| The Goldman Sachs Group, Inc.           | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 232136           |                0 | AGAINST     |                         232136           | AGAINST                     |  |
| Advanced Energy Industries, Inc.        | 007973100 | 04/24/2025     | Advisory approval of the compensation of Advanced Energy's named executive officers; and                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  59662           |                0 | FOR         |                          59662           | FOR                         |  |
| Avery Dennison Corporation              | 053611109 | 04/24/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 424658           |                0 | FOR         |                         424658           | FOR                         |  |
| Kontoor Brands, Inc.                    | 50050N103 | 04/24/2025     | To approve the compensation of Kontoor's named executive officers as disclosed in our proxy statement.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  23900           |                0 | FOR         |                          23900           | FOR                         |  |
| The Boeing Company                      | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 353100           |                0 | FOR         |                         353100           | FOR                         |  |
| Abbott Laboratories                     | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 906946           |                0 | FOR         |                         906946           | FOR                         |  |
| Citigroup Inc.                          | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1.00938e+06 |                0 | FOR         |                              1.00938e+06 | FOR                         |  |
| Kirby Corporation                       | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  36000           |                0 | FOR         |                          36000           | FOR                         |  |
| Truist Financial Corporation            | 89832Q109 | 04/29/2025     | Advisory vote to approve Truist's executive compensation program.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      1.2631e+06  |                0 | AGAINST     |                              1.2631e+06  | AGAINST                     |  |
| Glacier Bancorp, Inc.                   | 37637Q105 | 04/30/2025     | To vote on an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 119916           |                0 | FOR         |                         119916           | FOR                         |  |
| PulteGroup, Inc.                        | 745867101 | 04/30/2025     | Say-on-pay: Advisory vote to approve executive compensation.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 455800           |                0 | FOR         |                         455800           | 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 | 982526           |                0 | FOR         |                         982526           | FOR                         |  |
| Lantheus Holdings, Inc.                 | 516544103 | 05/01/2025     | The approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  58200           |                0 | FOR         |                          58200           | FOR                         |  |
| YETI Holdings, Inc.                     | 98585X104 | 05/01/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  95300           |                0 | FOR         |                          95300           | FOR                         |  |
| Atlantic Union Bankshares Corporation   | 04911A107 | 05/06/2025     | To approve the compensation of our named executive officers (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 149292           |                0 | FOR         |                         149292           | FOR                         |  |
| Bristol-Myers Squibb Company            | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 960489           |                0 | FOR         |                         960489           | FOR                         |  |
| Axcelis Technologies, Inc.              | 054540208 | 05/07/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  34200           |                0 | FOR         |                          34200           | FOR                         |  |
| CSX Corporation                         | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      2.13953e+06 |                0 | FOR         |                              2.13953e+06 | FOR                         |  |
| Hilton Grand Vacations Inc.             | 43283X105 | 05/07/2025     | Approve by non-binding vote the compensation paid to the Company's named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  30000           |                0 | FOR         |                          30000           | FOR                         |  |
| LKQ Corporation                         | 501889208 | 05/07/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 674300           |                0 | FOR         |                         674300           | FOR                         |  |
| TransUnion                              | 89400J107 | 05/07/2025     | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 408900           |                0 | FOR         |                         408900           | FOR                         |  |
| ESAB Corporation                        | 29605J106 | 05/08/2025     | To approve on an advisory basis the compensation of our named executive officers.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  59776           |                0 | FOR         |                          59776           | FOR                         |  |
| The Kraft Heinz Company                 | 500754106 | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 899800           |                0 | FOR         |                         899800           | FOR                         |  |
| AbbVie Inc.                             | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 712660           |                0 | FOR         |                         712660           | FOR                         |  |
| Diodes Incorporated                     | 254543101 | 05/12/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  68686           |                0 | FOR         |                          68686           | FOR                         |  |
| Royalty Pharma Plc                      | G7709Q104 | 05/12/2025     | A non-binding advisory vote to approve executive compensation that may become payable in connection with the transaction contemplated by the Membership Interest Purchase Agreement.                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.93944e+06 |                0 | FOR         |                              1.93944e+06 | FOR                         |  |
| Royalty Pharma Plc                      | G7709Q104 | 05/12/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.93944e+06 |                0 | FOR         |                              1.93944e+06 | FOR                         |  |
| Centene Corporation                     | 15135B101 | 05/13/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 621636           |                0 | FOR         |                         621636           | FOR                         |  |
| ConocoPhillips                          | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 935400           |                0 | FOR         |                         935400           | FOR                         |  |
| Werner Enterprises, Inc.                | 950755108 | 05/13/2025     | To approve an advisory resolution on executive compensation.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  48133           |                0 | FOR         |                          48133           | FOR                         |  |
| Avient Corporation                      | 05368V106 | 05/14/2025     | Approval, on an advisory basis, of Named Executive Officer compensation.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 184727           |                0 | FOR         |                         184727           | FOR                         |  |
| Fiserv, Inc.                            | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 609500           |                0 | FOR         |                         609500           | FOR                         |  |
| Old National Bancorp                    | 680033107 | 05/14/2025     | Approval of a non-binding advisory proposal on the compensation of the Company's named executive officers.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  58700           |                0 | FOR         |                          58700           | FOR                         |  |
| Chubb Limited                           | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 312011           |                0 | FOR         |                         312011           | FOR                         |  |
| Cushman  Wakefield Plc                  | G2717B108 | 05/15/2025     | Non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay").                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 319800           |                0 | FOR         |                         319800           | FOR                         |  |
| Cushman  Wakefield Plc                  | G2717B108 | 05/15/2025     | Non-binding, advisory vote on the frequency of future Say-on-Pay votes.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 319800           |                0 | ONE YEAR    |                         319800           | FOR                         |  |
| JBT Marel Corporation                   | 477839104 | 05/15/2025     | Approve, on an advisory basis, a non-binding resolution regarding the compensation of the company's named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  39700           |                0 | FOR         |                          39700           | FOR                         |  |
| Comfort Systems USA, Inc.               | 199908104 | 05/16/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  15688           |                0 | FOR         |                          15688           | FOR                         |  |
| Medpace Holdings, Inc.                  | 58506Q109 | 05/16/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   5750           |                0 | FOR         |                           5750           | FOR                         |  |
| Honeywell International Inc.            | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 497405           |                0 | FOR         |                         497405           | FOR                         |  |
| JPMorgan Chase  Co.                     | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 755836           |                0 | FOR         |                         755836           | FOR                         |  |
| Live Oak Bancshares, Inc.               | 53803X105 | 05/20/2025     | Say-on-Pay Vote. Non-binding, advisory proposal to approve compensation paid to our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  34100           |                0 | AGAINST     |                          34100           | AGAINST                     |  |
| Live Oak Bancshares, Inc.               | 53803X105 | 05/20/2025     | Say-on-Frequency Vote. Non-binding, advisory proposal regarding the frequency of future advisory votes on executive compensation.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  34100           |                0 | ONE YEAR    |                          34100           | FOR                         |  |
| McDonald's Corporation                  | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 290077           |                0 | FOR         |                         290077           | FOR                         |  |
| Verra Mobility Corporation              | 92511U102 | 05/20/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  93100           |                0 | FOR         |                          93100           | FOR                         |  |
| Crown Castle Inc.                       | 22822V101 | 05/21/2025     | The non-binding, advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 594800           |                0 | FOR         |                         594800           | FOR                         |  |
| Diamondback Energy, Inc.                | 25278X109 | 05/21/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 401000           |                0 | FOR         |                         401000           | FOR                         |  |
| Enovis Corporation                      | 194014502 | 05/21/2025     | To approve on an advisory basis the compensation of our named executive officers.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  77476           |                0 | FOR         |                          77476           | FOR                         |  |
| Integer Holdings Corporation            | 45826H109 | 05/21/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  40670           |                0 | FOR         |                          40670           | FOR                         |  |
| Northrop Grumman Corporation            | 666807102 | 05/21/2025     | Proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 184672           |                0 | FOR         |                         184672           | FOR                         |  |
| Permian Resources Corporation           | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 164000           |                0 | FOR         |                         164000           | FOR                         |  |
| CCC Intelligent Solutions Holdings Inc. | 12510Q100 | 05/22/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 275000           |                0 | AGAINST     |                         275000           | AGAINST                     |  |
| DuPont de Nemours, Inc.                 | 26614N102 | 05/22/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 844869           |                0 | FOR         |                         844869           | FOR                         |  |
| Easterly Government Properties, Inc.    | 27616P301 | 05/22/2025     | Approval, on a non-binding advisory basis, of our named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 106711           |                0 | FOR         |                         106711           | FOR                         |  |
| FB Financial Corporation                | 30257X104 | 05/22/2025     | Non-binding, advisory vote on the compensation of our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 144559           |                0 | FOR         |                         144559           | FOR                         |  |
| Hayward Holdings, Inc.                  | 421298100 | 05/22/2025     | To approve, on an advisory basis, of the compensation for the named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 444300           |                0 | FOR         |                         444300           | FOR                         |  |
| Kinsale Capital Group, Inc.             | 49714P108 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  16326           |                0 | FOR         |                          16326           | FOR                         |  |
| Northern Oil and Gas, Inc.              | 665531307 | 05/22/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  99800           |                0 | FOR         |                          99800           | FOR                         |  |
| SM Energy Company                       | 78454L100 | 05/22/2025     | To approve, on a non-binding advisory basis, the compensation philosophy, policies and procedures, and the compensation of our Company's named executive officers, as disclosed in the accompanying Proxy Statement.                                       | SECTION 14A SAY-ON-PAY VOTES |  98900           |                0 | FOR         |                          98900           | FOR                         |  |
| The Home Depot, Inc.                    | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 144672           |                0 | FOR         |                         144672           | FOR                         |  |
| DigitalBridge Group, Inc.               | 25401T603 | 05/23/2025     | To approve, on a non-binding, advisory basis, named executive officer compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 287300           |                0 | FOR         |                         287300           | FOR                         |  |
| Merck  Co., Inc.                        | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 678804           |                0 | FOR         |                         678804           | FOR                         |  |
| Exxon Mobil Corporation                 | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 944500           |                0 | FOR         |                         944500           | FOR                         |  |
| GE Healthcare Technologies, Inc.        | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 988600           |                0 | FOR         |                         988600           | FOR                         |  |
| iRhythm Technologies, Inc.              | 450056106 | 05/28/2025     | To approve, on a non-binding advisory basis, the named executive officer compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  32400           |                0 | FOR         |                          32400           | 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 | 184400           |                0 | AGAINST     |                         184400           | 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 | 184400           |                0 | ONE YEAR    |                         184400           | AGAINST                     |  |
| The Allstate Corporation                | 020002101 | 05/29/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 350598           |                0 | FOR         |                         350598           | FOR                         |  |
| UnitedHealth Group Incorporated         | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 109300           |                0 | FOR         |                         109300           | FOR                         |  |
| Element Solutions Inc                   | 28618M106 | 06/03/2025     | Advisory vote to approve the Company's 2024 executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 156600           |                0 | FOR         |                         156600           | FOR                         |  |
| Q2 Holdings, Inc.                       | 74736L109 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  62300           |                0 | FOR         |                          62300           | FOR                         |  |
| Globus Medical, Inc.                    | 379577208 | 06/04/2025     | To approve, in an advisory vote, the compensation of the Company's named executive officers (the Say-on-Pay Vote).                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  76325           |                0 | FOR         |                          76325           | FOR                         |  |
| Globus Medical, Inc.                    | 379577208 | 06/04/2025     | To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote).                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  76325           |                0 | ONE YEAR    |                          76325           | FOR                         |  |
| Savers Value Village, Inc.              | 80517M109 | 06/04/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 187106           |                0 | FOR         |                         187106           | FOR                         |  |
| Digital Realty Trust, Inc.              | 253868103 | 06/06/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).                                                                        | SECTION 14A SAY-ON-PAY VOTES | 416456           |                0 | FOR         |                         416456           | FOR                         |  |
| Encore Capital Group, Inc.              | 292554102 | 06/06/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 133983           |                0 | FOR         |                         133983           | FOR                         |  |
| OPENLANE, Inc.                          | 48238T109 | 06/06/2025     | To approve, on an advisory basis, executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 175600           |                0 | FOR         |                         175600           | FOR                         |  |
| Envista Holdings Corporation            | 29415F104 | 06/10/2025     | To approve on an advisory basis Envista's named executive officer compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 294400           |                0 | FOR         |                         294400           | FOR                         |  |
| The TJX Companies, Inc.                 | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 566900           |                0 | FOR         |                         566900           | FOR                         |  |
| Freeport-McMoRan Inc.                   | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.5272e+06  |                0 | FOR         |                              1.5272e+06  | FOR                         |  |
| NXP Semiconductors N.V.                 | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 326103           |                0 | FOR         |                         326103           | FOR                         |  |
| Matador Resources Company               | 576485205 | 06/12/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  43600           |                0 | FOR         |                          43600           | FOR                         |  |
| HealthEquity, Inc.                      | 42226A107 | 06/26/2025     | To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  22700           |                0 | FOR         |                          22700           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** HOMESTEAD ADVISERS CORP

**By (Signature):** Mark D. Santero

**By (Printed Signature):** Mark D. Santero

**By (Title):** President, Chief Executive Officer, and Director

**Date:** 08/29/2025