# EDGAR Filing Document

**Accession Number:** 0001341401
**File Stem:** 0001341401-25-000030
**Filing Date:** 2025-7
**Character Count:** 93460
**Document Hash:** 93fbc4b104465e810447ee38cccd1266
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001341401-25-000030.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001341401-25-000030

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** River Road Asset Management, LLC
- **CENTRAL INDEX KEY:** 0001341401

**ORGANIZATION NAME:**
- **EIN:** 432076925
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11487
- **FILM NUMBER:** 251170543

**BUSINESS ADDRESS:**
- **STREET 1:** 462 SOUTH FOURTH STREET, SUITE 2000
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40202
- **BUSINESS PHONE:** 5023714100

**MAIL ADDRESS:**
- **STREET 1:** 462 SOUTH FOURTH STREET, SUITE 2000
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40202

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

## N-PX: Filer Information

**Filer CIK:** 0001341401

**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:** River Road Asset Management, LLC

**Address:** 462 SOUTH FOURTH STREET, SUITE 2000, LOUISVILLE, KY 40202

**Telephone number:** 502-371-4104

**Name of agent for service:** Thomas D. Mueller

**Agent Address:** 462 South Fourth Street, Louisville, KY 40202

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

**SEC File Number:** 028-11487

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300CZHLTYETQ8UL87

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AbbVie Inc.                                  | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  35419           |      0           | FOR            |                          35419           | FOR                         |  |
| ACI Worldwide, Inc.                          | 004498101 | 06/03/2025     | To conduct an advisory vote to approve named executive officer compensation; and                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 200417           |      0           | FOR            |                         200417           | FOR                         |  |
| Advance Auto Parts, Inc.                     | 00751Y106 | 05/14/2025     | Approve, by advisory vote, the compensation of our named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 192017           |  19667           | FOR            |                         192017           | FOR                         |  |
| Air Transport Services Group, Inc.           | 00922R105 | 02/10/2025     | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal").                                                    | SECTION 14A SAY-ON-PAY VOTES |      2.03446e+06 |  44155           | FOR            |                              2.03446e+06 | FOR                         |  |
| Albertsons Companies, Inc.                   | 013091103 | 08/08/2024     | Hold the annual, non-binding, advisory vote on our executive compensation program.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 295349           |      0           | AGAINST        |                         295349           | AGAINST                     |  |
| Alexandria Real Estate Equities, Inc.        | 015271109 | 05/13/2025     | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  53657           |      0           | AGAINST        |                          53657           | AGAINST                     |  |
| Alight, Inc.                                 | 01626W101 | 07/02/2024     | To approve, on an advisory (non-binding) basis, the 2023 compensation paid to our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      8.16649e+06 |      0           | FOR            |                              8.16649e+06 | FOR                         |  |
| Alight, Inc.                                 | 01626W101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      8.63333e+06 | 133472           | FOR            |                              8.63333e+06 | FOR                         |  |
| American Tower Corporation                   | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  63695           |      0           | FOR            |                          63695           | FOR                         |  |
| Amgen Inc.                                   | 031162100 | 05/23/2025     | Advisory Vote To Approve Our Executive Compensation.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  30917           |      0           | FOR            |                          30917           | FOR                         |  |
| APi Group Corporation                        | 00187Y100 | 05/16/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 271180           |      0           | FOR            |                         271180           | FOR                         |  |
| Ares Management Corporation                  | 03990B101 | 06/06/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |    125           |      0           | AGAINST        |                            125           | AGAINST                     |  |
| Ares Management Corporation                  | 03990B101 | 06/06/2025     | To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |    125           |      0           | 1 YEAR         |                            125           | AGAINST                     |  |
| Argan, Inc.                                  | 04010E109 | 06/17/2025     | The non-binding advisory approval of our executive compensation (the "say-on- pay" vote).                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 265841           |      0           | FOR            |                         265841           | FOR                         |  |
| Argan, Inc.                                  | 04010E109 | 06/17/2025     | The non-binding advisory vote on the frequency of the stockholder vote on our executive compensation (the "say-on- frequency" vote).                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 265841           |      0           | 1 YEAR         |                         265841           | FOR                         |  |
| Armstrong World Industries, Inc.             | 04247X102 | 06/12/2025     | To approve, on an advisory basis, our executive compensation program.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 326274           |   2000           | FOR            |                         326274           | FOR                         |  |
| Asbury Automotive Group, Inc.                | 043436104 | 05/13/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  66149           |    748           | FOR            |                          66149           | FOR                         |  |
| Assured Guaranty Ltd.                        | G0585R106 | 05/02/2025     | Advisory vote on the compensation paid to the Company's named executive officers                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 946859           |  35274           | FOR            |                         742233           | FOR                         |  |
| Atkore Inc.                                  | 047649108 | 01/30/2025     | The non-binding advisory vote approving executive compensation.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 757152           | 182332           | FOR            |                         757152           | FOR                         |  |
| Avnet, Inc.                                  | 053807103 | 11/22/2024     | Advisory vote on named executive compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 120305           |      0           | FOR            |                         120305           | FOR                         |  |
| AXIS Capital Holdings Limited                | G0692U109 | 05/16/2025     | To approve, by non-binding vote, the compensation paid to our named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1.37207e+06 |      0           | FOR            |                              1.37207e+06 | FOR                         |  |
| Bausch + Lomb Corporation                    | 071705107 | 05/21/2025     | The approval, in an advisory vote, of the compensation of our Named Executive Officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1.27821e+06 |    157           | FOR            |                              1.27821e+06 | FOR                         |  |
| Becton, Dickinson and Company                | 075887109 | 01/28/2025     | Advisory Vote To Approve Named Executive Officer Compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  23110           |      0           | FOR            |                          23110           | FOR                         |  |
| BJ's Wholesale Club Holdings, Inc.           | 05550J101 | 06/19/2025     | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1.66928e+06 |      0           | FOR            |                              1.66928e+06 | FOR                         |  |
| BlueLinx Holdings Inc.                       | 09624H208 | 05/15/2025     | Proposal to approve the non-binding, advisory resolution regarding the executive compensation described in the proxy statement.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 193756           |      0           | FOR            |                         193756           | 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 | 138907           |      0           | FOR            |                         138907           | FOR                         |  |
| Carlisle Companies Incorporated              | 142339100 | 04/30/2025     | To approve, on an advisory basis, the Company's named executive officer compensation in 2024.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 111923           |      0           | FOR            |                         111923           | FOR                         |  |
| Carnival Corporation  Plc                    | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies).                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 125206           |      0           | FOR            |                         125206           | FOR                         |  |
| Casey's General Stores, Inc.                 | 147528103 | 08/28/2024     | Advisory vote on our named executive officer compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  63456           |      0           | FOR            |                          63456           | FOR                         |  |
| Centene Corporation                          | 15135B101 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 100953           |      0           | FOR            |                         100953           | 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 |  17284           |      0           | FOR            |                          17284           | FOR                         |  |
| Cisco Systems, Inc.                          | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  98764           |      0           | AGAINST        |                          98764           | AGAINST                     |  |
| CNA Financial Corporation                    | 126117100 | 04/30/2025     | An advisory (non-binding) vote to approve named executive officer compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 776768           |      0           | AGAINST        |                         776768           | AGAINST                     |  |
| CNH Industrial N.V.                          | N20944109 | 05/12/2025     | Approval of executive compensation ("Say on Pay") (advisory voting item)                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      3.92897e+06 |      1.59571e+06 | FOR            |                              3.92897e+06 | FOR                         |  |
| Cogent Communications Holdings, Inc.         | 19239V302 | 05/07/2025     | Non-Binding Advisory Vote to approve Named Executive Officer Compensation.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 199839           |      0           | AGAINST        |                         199839           | AGAINST                     |  |
| Comcast Corporation                          | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 129644           |      0           | FOR            |                         129644           | FOR                         |  |
| CoreCivic, Inc.                              | 21871N101 | 05/15/2025     | Advisory vote to approve the compensation of our Named Executive Officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      7.45268e+06 |      0           | FOR            |                              7.45268e+06 | FOR                         |  |
| Corning Incorporated                         | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 135125           |      0           | AGAINST        |                         135125           | AGAINST                     |  |
| Corpay Inc.                                  | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     56           |      0           | FOR            |                             56           | FOR                         |  |
| CRH plc                                      | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 819311           |      0           | FOR            |                         819311           | FOR                         |  |
| CRH plc                                      | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 819311           |      0           | 1 YEAR         |                         819311           | FOR                         |  |
| CRH plc                                      |  | 05/08/2025     | Advisory Vote To Ratify Named Executive Officers  Compensation                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   2842           |      0           | FOR            |                           2842           | FOR                         |  |
| CRH plc                                      |  | 05/08/2025     | Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution To Approve For Every 1 Year                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   2842           |      0           | FOR            |                           2842           | FOR                         |  |
| CRH plc                                      |  | 05/08/2025     | Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution   To Approve For Every 2 Years                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   2842           |      0           | TAKE NO ACTION |                           2842           | NONE                        |  |
| CRH plc                                      |  | 05/08/2025     | Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution To Approve For Every 3 Years                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   2842           |      0           | TAKE NO ACTION |                           2842           | NONE                        |  |
| CRH plc                                      |  | 05/08/2025     | Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution To Approve Abstain                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   2842           |      0           | TAKE NO ACTION |                           2842           | NONE                        |  |
| 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 |  38118           |      0           | FOR            |                          38118           | FOR                         |  |
| CSG Systems International, Inc.              | 126349109 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  79483           |      0           | FOR            |                          79483           | 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 |      1.66965e+06 |      0           | FOR            |                              1.66965e+06 | FOR                         |  |
| Deere  Company                               | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |    104           |      0           | FOR            |                            104           | FOR                         |  |
| Delek US Holdings, Inc.                      | 24665A103 | 04/29/2025     | To Adopt The Advisory Resolution Approving The Executive Compensation Program For Our Named Executive Officers As Described In The Proxy Statement.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      2.61e+06    | 758758           | FOR            |                              2.61e+06    | FOR                         |  |
| Delta Air Lines, Inc.                        | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 155591           |      0           | FOR            |                         155591           | FOR                         |  |
| DNOW Inc.                                    | 67011P100 | 05/21/2025     | To consider and act upon an advisory proposal to approve the compensation of our named executive officers.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 496551           |      0           | FOR            |                         496551           | FOR                         |  |
| Duke Energy Corporation                      | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  74450           |      0           | FOR            |                          74450           | FOR                         |  |
| Elevance Health, Inc.                        | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 121897           |      0           | FOR            |                         121897           | FOR                         |  |
| Embecta Corp.                                | 29082K105 | 02/12/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      2.84215e+06 |      0           | FOR            |                              2.84215e+06 | 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 |      1.08016e+06 | 103867           | FOR            |                              1.08016e+06 | FOR                         |  |
| EOG Resources, Inc.                          | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  54440           |      0           | FOR            |                          54440           | FOR                         |  |
| ePlus inc.                                   | 294268107 | 09/12/2024     | To approve the 2024 Non-Employee Director Long-Term Incentive Plan.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 687699           |      0           | FOR            |                         687699           | FOR                         |  |
| EVERTEC, Inc.                                | 30040P103 | 05/22/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1.59827e+06 |      0           | FOR            |                              1.59827e+06 | FOR                         |  |
| Evolution Petroleum Corporation              | 30049A107 | 12/05/2024     | Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1.20951e+06 |  24132           | FOR            |                              1.20951e+06 | FOR                         |  |
| Expand Energy Corporation                    | 165167735 | 06/05/2025     | To approve on an advisory basis our named executive officer compensation for 2024.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  71129           |      0           | FOR            |                          71129           | FOR                         |  |
| Expedia Group, Inc.                          | 30212P303 | 06/03/2025     | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  40289           |      0           | FOR            |                          40289           | FOR                         |  |
| Expeditors International of Washington, Inc. | 302130109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  87719           |      0           | FOR            |                          87719           | FOR                         |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To Approve, On An Advisory Basis, The Fiscal 2024 Compensation Of The Company's Named Executive Officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  20456           |      0           | FOR            |                          20456           | FOR                         |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve The Compensation Of The Company's Named Executive Officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  20456           |      0           | 1 YEAR         |                          20456           | FOR                         |  |
| Fidelity National Financial, Inc.            | 31620R303 | 06/11/2025     | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  75437           |      0           | FOR            |                          75437           | 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 | 544788           |      0           | FOR            |                         544788           | FOR                         |  |
| Genuine Parts Company                        | 372460105 | 04/28/2025     | Advisory Vote On Executive Compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 218564           |      0           | FOR            |                         218564           | FOR                         |  |
| Genworth Financial, Inc.                     | 37247D106 | 05/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.45747e+07 |      0           | FOR            |                              1.45747e+07 | FOR                         |  |
| Global Payments Inc.                         | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 461767           |      0           | FOR            |                         461767           | FOR                         |  |
| GXO Logistics, Inc.                          | 36262G101 | 05/13/2025     | Advisory Vote to Approve Executive Compensation: To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement.                                                                            | SECTION 14A SAY-ON-PAY VOTES |      1.8651e+06  | 619045           | FOR            |                              1.8651e+06  | FOR                         |  |
| HF Sinclair Corporation                      | 403949100 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 648560           |      0           | FOR            |                         648560           | FOR                         |  |
| Hub Group, Inc.                              | 443320106 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 496926           |      0           | FOR            |                         496926           | FOR                         |  |
| Humana Inc.                                  | 444859102 | 04/17/2025     | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  13495           |      0           | FOR            |                          13495           | FOR                         |  |
| Huntington Ingalls Industries, Inc.          | 446413106 | 04/30/2025     | Proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 275883           |      0           | FOR            |                         275883           | FOR                         |  |
| ICU Medical, Inc.                            | 44930G107 | 05/13/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 140211           |      0           | FOR            |                         140211           | FOR                         |  |
| IDACORP, Inc.                                | 451107106 | 05/15/2025     | Advisory resolution to approve our executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  32068           |      0           | FOR            |                          32068           | FOR                         |  |
| Ingles Markets, Incorporated                 | 457030104 | 03/03/2025     | To approve, by non-binding vote, executive compensation, as disclosed in the Proxy Statement.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 842496           |      0           | AGAINST        |                         842496           | AGAINST                     |  |
| Insperity, Inc.                              | 45778Q107 | 05/20/2025     | Advisory vote to approve the Company s executive compensation ("Say on Pay")                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 670497           |      0           | FOR            |                         670497           | FOR                         |  |
| Janus International Group, Inc.              | 47103N106 | 06/16/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      3.95377e+06 | 520946           | AGAINST        |                              3.95377e+06 | AGAINST                     |  |
| Johnson  Johnson                             | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  34404           |      0           | FOR            |                          34404           | FOR                         |  |
| Kimberly-Clark Corporation                   | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  70212           |      0           | FOR            |                          70212           | FOR                         |  |
| Kinder Morgan, Inc.                          | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 702812           |      0           | FOR            |                         702812           | FOR                         |  |
| Labcorp Holdings Inc.                        | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 275011           |      0           | FOR            |                         275011           | FOR                         |  |
| Lennar Corporation                           | 526057104 | 04/09/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 393659           |      0           | AGAINST        |                         393659           | AGAINST                     |  |
| LGI Homes, Inc.                              | 50187T106 | 04/24/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 777917           |      0           | FOR            |                         777917           | FOR                         |  |
| Lithia Motors, Inc.                          | 536797103 | 04/24/2025     | To approve, by an advisory vote, named executive officer compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 251298           |      0           | AGAINST        |                         251298           | AGAINST                     |  |
| 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 |      3.01395e+06 |      0           | FOR            |                              3.01395e+06 | FOR                         |  |
| Lululemon Athletica Inc.                     | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 107407           |      0           | FOR            |                         107407           | FOR                         |  |
| Madison Square Garden Sports Corp.           | 55825T103 | 12/04/2024     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  24459           |      0           | FOR            |                          24459           | FOR                         |  |
| McGrath RentCorp                             | 580589109 | 07/11/2024     | To approve a non-binding advisory proposal to approve compensation that will or may become payable by McGrath RentCorp to its named executive officers in connection with the Merger Proposal (the Merger-Related Compensation Proposal ).                                             | SECTION 14A SAY-ON-PAY VOTES | 606844           |      0           | FOR            |                         606844           | FOR                         |  |
| McGrath RentCorp                             | 580589109 | 12/12/2024     | To approve, in a non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.40093e+06 |      0           | FOR            |                              1.40093e+06 | FOR                         |  |
| McGrath RentCorp                             | 580589109 | 06/04/2025     | To approve, in a non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.65729e+06 |      0           | FOR            |                              1.65729e+06 | FOR                         |  |
| Micron Technology, Inc.                      | 595112103 | 01/16/2025     | Proposal By The Company To Approve, On A Non-Binding Advisory Basis, The Compensation Of Our Named Executive Officers As Described In The Proxy Statement.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 124575           |      0           | AGAINST        |                         124575           | AGAINST                     |  |
| Mid-America Apartment Communities, Inc.      | 59522J103 | 05/20/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 329582           | 107769           | FOR            |                         329582           | FOR                         |  |
| Molson Coors Beverage Company                | 60871R209 | 05/14/2025     | To approve, in a non-binding advisory vote, the compensation of Molson Coors Beverage Company's named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.23076e+06 | 166621           | FOR            |                              1.23076e+06 | FOR                         |  |
| MSC Industrial Direct Co., Inc.              | 553530106 | 01/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation: To approve, on an advisory basis, the compensation of MSC's named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 123882           |  11771           | FOR            |                         123882           | FOR                         |  |
| Murphy USA Inc.                              | 626755102 | 05/01/2025     | Approval of Executive Compensation on an Advisory, Non-Binding Basis.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 282962           |    639           | FOR            |                         282962           | FOR                         |  |
| NCR Voyix Corporation                        | 62886E108 | 06/06/2025     | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1.65014e+06 | 537924           | AGAINST        |                              1.65014e+06 | AGAINST                     |  |
| Newmark Group, Inc.                          | 65158N102 | 10/17/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 987531           |      0           | AGAINST        |                         987531           | AGAINST                     |  |
| NorthWestern Energy Group, Inc.              | 668074305 | 04/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      2.04639e+06 |      0           | FOR            |                              2.04639e+06 | FOR                         |  |
| NVR, Inc.                                    | 62944T105 | 05/06/2025     | Advisory vote to approve compensation paid to certain executive officers.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      3           |      0           | FOR            |                              3           | FOR                         |  |
| OPENLANE, Inc.                               | 48238T109 | 06/06/2025     | To approve, on an advisory basis, executive compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      3.51662e+06 |      0           | FOR            |                              3.51662e+06 | FOR                         |  |
| Oracle Corporation                           | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 145005           |      0           | AGAINST        |                         145005           | AGAINST                     |  |
| Ovintiv Inc.                                 | 69047Q102 | 05/01/2025     | Advisory Vote to Approve Compensation of Named Executive Officers                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 239026           |      0           | FOR            |                         239026           | FOR                         |  |
| Papa John's International, Inc.              | 698813102 | 05/01/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.07029e+06 | 575895           | FOR            |                              1.07029e+06 | FOR                         |  |
| Park Aerospace Corp.                         | 70014A104 | 07/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.09136e+06 |      0           | FOR            |                              1.09136e+06 | FOR                         |  |
| Patterson Companies, Inc.                    | 703395103 | 09/16/2024     | Advisory approval of executive compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.3581e+06  | 336708           | FOR            |                              1.3581e+06  | FOR                         |  |
| Patterson Companies, Inc.                    | 703395103 | 04/01/2025     | To Approve, On A Non-Binding, Advisory Basis, Certain Compensation That Will Or May Become Payable To Our Named Executive Officers In Connection With The Merger.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      1.02645e+06 |      0           | FOR            |                              1.02645e+06 | FOR                         |  |
| Paycom Software, Inc.                        | 70432V102 | 05/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  45771           |      0           | FOR            |                          45771           | FOR                         |  |
| PepsiCo, Inc.                                | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  46133           |      0           | FOR            |                          46133           | 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 |      4.03869e+06 |      0           | FOR            |                              4.03869e+06 | FOR                         |  |
| Pfizer Inc.                                  | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 208467           |      0           | FOR            |                         208467           | FOR                         |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's Proposal To Approve, On An Advisory Basis, The Company's Named Executive Officer Compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  29931           |      0           | FOR            |                          29931           | NONE                        |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's Proposal To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve Executive Compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  29931           |      0           | 1 YEAR         |                          29931           | NONE                        |  |
| Polaris Inc.                                 | 731068102 | 05/01/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 217621           |  81921           | FOR            |                         217621           | FOR                         |  |
| Primo Water Corporation                      | 74167P108 | 11/04/2024     | Non-binding advisory resolution to approve, on an advisory basis, the payment of certain compensation to certain of Primo Water's executive officers that will or may become payable by Primo Water to such executive officers in connection with the consummation of the Transaction. | SECTION 14A SAY-ON-PAY VOTES | 303561           |      0           | FOR            |                         303561           | FOR                         |  |
| Progyny, Inc.                                | 74340E103 | 05/22/2025     | Approval, on an advisory (non-binding basis), of the compensation of the company's named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 711901           |      0           | AGAINST        |                         711901           | AGAINST                     |  |
| Pursuit Attractions and Hospitality, Inc.    | 92552R406 | 05/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.55379e+06 |  13900           | FOR            |                              1.55379e+06 | FOR                         |  |
| Radian Group Inc.                            | 750236101 | 05/21/2025     | Advisory, non-binding vote to approve named executive officer compensation                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.25484e+06 | 150217           | FOR            |                              1.25484e+06 | FOR                         |  |
| Repay Holdings Corporation                   | 76029L100 | 06/12/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      2.20612e+06 | 118539           | AGAINST        |                              2.20612e+06 | AGAINST                     |  |
| Restaurant Brands International Inc.         | 76131D103 | 06/03/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 452142           |      0           | FOR            |                         452142           | FOR                         |  |
| Robert Half Inc.                             | 770323103 | 05/14/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 116959           |      0           | FOR            |                         116959           | 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 | 139674           |      0           | FOR            |                         139674           | FOR                         |  |
| Royalty Pharma Plc                           | G7709Q104 | 05/12/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 139674           |      0           | AGAINST        |                         139674           | AGAINST                     |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  26162           |      0           | AGAINST        |                          26162           | AGAINST                     |  |
| 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 |      1.41268e+06 | 121015           | FOR            |                              1.41268e+06 | FOR                         |  |
| Southwest Gas Holdings, Inc.                 | 844895102 | 05/01/2025     | To approve, on a non-binding, advisory basis, the Company's executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 945226           |      0           | AGAINST        |                         945226           | AGAINST                     |  |
| SS Technologies Holdings, Inc.               | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 413362           |      0           | AGAINST        |                         413362           | AGAINST                     |  |
| Starbucks Corporation                        | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 150189           |      0           | AGAINST        |                         150189           | AGAINST                     |  |
| 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 |      1.70103e+06 |      0           | FOR            |                              1.70103e+06 | FOR                         |  |
| Sysco Corporation                            | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  78881           |      0           | FOR            |                          78881           | FOR                         |  |
| Talen Energy Corporation                     | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 364079           |  33201           | AGAINST        |                         364079           | AGAINST                     |  |
| Talen Energy Corporation                     | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the frequency of advisory vote on executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 364079           |  33201           | 1 YEAR         |                         364079           | FOR                         |  |
| Target Corporation                           | 87612E106 | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 216710           |      0           | FOR            |                         216710           | FOR                         |  |
| Target Corporation                           | 87612E110 | 06/11/2025     | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |   1191           |      0           | FOR            |                           1191           | FOR                         |  |
| Target Hospitality Corp.                     | 87615L107 | 05/22/2025     | Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay).                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 419560           |  43565           | FOR            |                         419560           | FOR                         |  |
| TD SYNNEX Corporation                        | 87162W100 | 04/02/2025     | An advisory vote to approve our Executive Compensation                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 646941           |      0           | AGAINST        |                         646941           | AGAINST                     |  |
| Tennant Company                              | 880345103 | 04/29/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  96922           |      0           | FOR            |                          96922           | FOR                         |  |
| Texas Instruments Incorporated               | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  24701           |      0           | FOR            |                          24701           | FOR                         |  |
| Texas Pacific Land Corporation               | 88262P102 | 11/08/2024     | To approve, by non-binding advisory vote, the executive compensation paid to the Company's named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |   3210           |      0           | FOR            |                           3210           | FOR                         |  |
| The AES Corporation                          | 00130H105 | 05/09/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 659192           |      0           | FOR            |                         659192           | FOR                         |  |
| The Duckhorn Portfolio, Inc.                 | 26414D106 | 12/23/2024     | A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Duckhorn's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement; and       | SECTION 14A SAY-ON-PAY VOTES | 628452           |   1898           | FOR            |                         628452           | FOR                         |  |
| The GEO Group, Inc.                          | 36162J106 | 04/29/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.31168e+06 |      0           | FOR            |                              1.31168e+06 | FOR                         |  |
| The Interpublic Group of Companies, Inc.     | 460690100 | 03/18/2025     | IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG s named executive officers that is based on or otherwise relates to the merger.                                                       | SECTION 14A SAY-ON-PAY VOTES | 127057           |      0           | FOR            |                         127057           | FOR                         |  |
| The Kroger Co.                               | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 381391           |      0           | FOR            |                         381391           | FOR                         |  |
| The PNC Financial Services Group, Inc.       | 693475105 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  83387           |      0           | FOR            |                          83387           | FOR                         |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  56128           |      0           | FOR            |                          56128           | FOR                         |  |
| The St. Joe Company                          | 790148100 | 05/13/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 100465           |      0           | FOR            |                         100465           | FOR                         |  |
| The Williams Companies, Inc.                 | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 360885           |      0           | FOR            |                         360885           | FOR                         |  |
| Tidewater Inc.                               | 88642R109 | 06/05/2025     | Say on Pay Vote - An advisory vote to approve executive compensation as disclosed in the proxy statement.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  54131           |      0           | FOR            |                          54131           | FOR                         |  |
| TriMas Corporation                           | 896215209 | 05/14/2025     | Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.23016e+06 |   6064           | FOR            |                              1.23016e+06 | FOR                         |  |
| TXNM Energy, Inc.                            | 69349H107 | 05/13/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.2594e+06  |   5596           | FOR            |                              1.2594e+06  | FOR                         |  |
| U.S. Bancorp                                 | 902973304 | 04/15/2025     | An Advisory Vote To Approve The Compensation Of Our Executives Disclosed In The Proxy Statement.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 244500           |      0           | FOR            |                         244500           | FOR                         |  |
| UniFirst Corporation                         | 904708104 | 01/14/2025     | Approval, on a non-binding, advisory basis, of the compensation of the Company s named executive officers as more fully described in the accompanying Proxy Statement.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 732768           |      0           | AGAINST        |                         732768           | AGAINST                     |  |
| United Parcel Service, Inc.                  | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  30739           |      0           | FOR            |                          30739           | FOR                         |  |
| United Parks  Resorts Inc.                   | 81282V100 | 06/13/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1.10995e+06 | 465702           | FOR            |                              1.10995e+06 | FOR                         |  |
| UnitedHealth Group Incorporated              | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  56891           |      0           | FOR            |                          56891           | FOR                         |  |
| Vail Resorts, Inc.                           | 91879Q109 | 12/05/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 284248           |  17972           | FOR            |                         284248           | FOR                         |  |
| Valaris Limited                              | G9460G101 | 06/12/2025     | To approve on a non-binding advisory basis the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  72361           |      0           | FOR            |                          72361           | FOR                         |  |
| Valmont Industries, Inc.                     | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   6769           |      0           | FOR            |                           6769           | FOR                         |  |
| Vontier Corporation                          | 928881101 | 05/27/2025     | To approve, on an advisory basis, Vontier's named executive officer compensation as disclosed in the Proxy Statement.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      2.12399e+06 |      0           | FOR            |                              2.12399e+06 | FOR                         |  |
| Voya Financial, Inc.                         | 929089100 | 05/22/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  94590           |      0           | FOR            |                          94590           | FOR                         |  |
| Warrior Met Coal, Inc.                       | 93627C101 | 04/23/2025     | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company s named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 666711           | 101092           | AGAINST        |                         666711           | AGAINST                     |  |
| Watsco, Inc.                                 | 942622200 | 06/02/2025     | Approval of the advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   4368           |      0           | AGAINST        |                           4368           | AGAINST                     |  |
| WESCO International, Inc.                    | 95082P105 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 273324           |      0           | FOR            |                         273324           | FOR                         |  |
| WEX Inc.                                     | 96208T104 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 500507           |  59200           | FOR            |                         500507           | FOR                         |  |
| White Mountains Insurance Group, Ltd.        | G9618E107 | 05/22/2025     | Approval of the advisory resolution on executive compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  87844           |   4992           | FOR            |                          87844           | FOR                         |  |
| Willis Towers Watson Public Limited Company  | G96629103 | 05/15/2025     | Approve, on an advisory basis, the named executive officer compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 269967           |  12937           | FOR            |                         269967           | FOR                         |  |
| WillScot Holdings Corporation                | 971378104 | 06/06/2025     | To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      1.72939e+06 | 209087           | FOR            |                              1.72939e+06 | FOR                         |  |
| Yelp Inc.                                    | 985817105 | 06/13/2025     | To approve, on an advisory basis, the compensation of Yelp's named executive officers, as disclosed in the accompanying Proxy Statement.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 998900           |      0           | FOR            |                         998900           | FOR                         |  |
| Yelp Inc.                                    | 985817105 | 06/13/2025     | To indicate, on an advisory basis, the preferred frequency of stockholder advisory votes on the compensation of Yelp's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 998900           |      0           | 1 YEAR         |                         998900           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** River Road Asset Management, LLC

**By (Signature):** Thomas D. Mueller

**By (Printed Signature):** Thomas D. Mueller

**By (Title):** COO/CCO

**Date:** 07/31/2025