# EDGAR Filing Document

**Accession Number:** 0001595533
**File Stem:** 0001085146-25-004543
**Filing Date:** 2025-8
**Character Count:** 15864
**Document Hash:** f842ae127259ae1035606037cabaf768
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004543.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001085146-25-004543

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summit Street Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001595533

**ORGANIZATION NAME:**
- **EIN:** 270376693
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16811
- **FILM NUMBER:** 251186642

**BUSINESS ADDRESS:**
- **STREET 1:** 12 EAST 49TH STREET
- **STREET 2:** 26TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 212-750-7036

**MAIL ADDRESS:**
- **STREET 1:** 12 EAST 49TH STREET
- **STREET 2:** 26TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

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

## N-PX: Filer Information

**Filer CIK:** 0001595533

**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:** Summit Street Capital Management, LLC

**Address:** 12 EAST 49TH STREET, NEW YORK, NY 10017

**Telephone number:** 212-750-6896

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-16811

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [ ] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [x] 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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| APPLIED MATERIALS, INC.            | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          69008 |                0 | FOR         |                                    69008 | FOR                         |  |
| CF INDUSTRIES HOLDINGS, INC.       | 125269100 | 05/06/2025     | Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         171406 |                0 | FOR         |                                   171406 | FOR                         |  |
| CISCO SYSTEMS, INC.                | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         247359 |                0 | FOR         |                                   247359 | FOR                         |  |
| CORE NATURAL RESOURCES, INC.       | 218937100 | 04/29/2025     | Approval, on an Advisory Basis, of the Compensation Paid to Core Natural Resources, Inc.'s Named Executive Officers in 2024.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         180542 |                0 | FOR         |                                   180542 | 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 |          20780 |                0 | FOR         |                                    20780 | FOR                         |  |
| GENTEX CORPORATION                 | 371901109 | 05/15/2025     | To approve, on an advisory basis, compensation of the Company's named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         232979 |                0 | FOR         |                                   232979 | 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 |         312508 |                0 | FOR         |                                   312508 | FOR                         |  |
| HP INC.                            | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         390637 |                0 | FOR         |                                   390637 | 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 |          50421 |                0 | FOR         |                                    50421 | FOR                         |  |
| HUNTSMAN CORPORATION               | 447011107 | 04/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         308195 |                0 | FOR         |                                   308195 | FOR                         |  |
| INTEL CORPORATION                  | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         422501 |                0 | FOR         |                                   422501 | FOR                         |  |
| INTERDIGITAL, INC.                 | 45867G101 | 06/11/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          76125 |                0 | FOR         |                                    76125 | FOR                         |  |
| KLA CORPORATION                    | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          18320 |                0 | FOR         |                                    18320 | FOR                         |  |
| KULICKE AND SOFFA INDUSTRIES, INC. | 501242101 | 03/05/2025     | To approve, on a non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         212755 |                0 | FOR         |                                   212755 | FOR                         |  |
| LAM RESEARCH CORPORATION           | 512807108 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          15470 |                0 | FOR         |                                    15470 | FOR                         |  |
| LYONDELLBASELL INDUSTRIES N.V.     | N53745100 | 05/23/2025     | Advisory Vote Approving Executive Compensation (Say-on-Pay)                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         216949 |                0 | FOR         |                                   216949 | FOR                         |  |
| MAGNA INTERNATIONAL INC.           | 559222401 | 05/08/2025     | Resolved, on an advisory basis and not to diminish the roles and responsibilities of the Board of Directors, that the shareholders accept the approach to executive compensation disclosed in the accompanying management information circular/proxy statement. | SECTION 14A SAY-ON-PAY VOTES |          54252 |                0 | FOR         |                                    54252 | FOR                         |  |
| MARATHON PETROLEUM CORPORATION     | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          78909 |                0 | FOR         |                                    78909 | 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 |         140788 |                0 | FOR         |                                   140788 | FOR                         |  |
| MOLINA HEALTHCARE, INC.            | 60855R100 | 04/30/2025     | To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          42610 |                0 | FOR         |                                    42610 | 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 |          20895 |                0 | FOR         |                                    20895 | FOR                         |  |
| TRINET GROUP, INC.                 | 896288107 | 05/22/2025     | To approve, on an advisory basis, the compensation of TriNet Group, Inc.'s Named Executive Officers, as disclosed in the proxy statement.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          95148 |                0 | FOR         |                                    95148 | FOR                         |  |
| UNITED THERAPEUTICS CORPORATION    | 91307C102 | 06/26/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          49615 |                0 | FOR         |                                    49615 | FOR                         |  |
| VALERO ENERGY CORPORATION          | 91913Y100 | 05/06/2025     | Advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          96085 |                0 | FOR         |                                    96085 | FOR                         |  |
| WARNER BROS. DISCOVERY, INC.       | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1615193 |                0 | FOR         |                                  1615193 | FOR                         |  |
| WARRIOR MET COAL, INC.             | 93627C101 | 04/23/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         272302 |                0 | FOR         |                                   272302 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Summit Street Capital Management, LLC

**By (Signature):** Arthur T. Williams III

**By (Printed Signature):** Arthur T. Williams III

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

**Date:** 08/05/2025