# EDGAR Filing Document

**Accession Number:** 0001569537
**File Stem:** 0000919574-25-005341
**Filing Date:** 2025-8
**Character Count:** 15252
**Document Hash:** 77352a9b79a771e57411ba0b3bb25986
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000919574-25-005341.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0000919574-25-005341

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BEACONLIGHT CAPITAL, LLC
- **CENTRAL INDEX KEY:** 0001569537

**ORGANIZATION NAME:**
- **EIN:** 270771768
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15209
- **FILM NUMBER:** 251277959

**BUSINESS ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 27TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-256-8816

**MAIL ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 27TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

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

## N-PX: Filer Information

**Filer CIK:** 0001569537

**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:** BEACONLIGHT CAPITAL, LLC

**Address:** 9 WEST 57TH STREET, NEW YORK, NY 10019

**Telephone number:** 212-612-3130

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-15209

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                       | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                          | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ALCOA CORPORATION                    | 013872106 | 05/08/2025     | Approval, on an advisory basis, of the Company's 2024 named executive officer compensation                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         112431 |                0 | For         |                                   112431 | FOR                         |  |
| BOMBARDIER INC.                      | 097751861 | 05/01/2025     | Advisory Vote on the Remuneration of the Executive Officers of Bombardier Inc. The approach to executive compensation disclosed in the Management Proxy Circular.                                         | SECTION 14A SAY-ON-PAY VOTES |         274632 |                0 | For         |                                   274632 | FOR                         |  |
| CHENIERE ENERGY, INC.                | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          64137 |                0 | For         |                                    64137 | 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 |         333334 |                0 | For         |                                   333334 | FOR                         |  |
| WESTERN DIGITAL CORPORATION          | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          28150 |                0 | For         |                                    28150 | FOR                         |  |
| VALMONT INDUSTRIES, INC.             | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          11572 |                0 | For         |                                    11572 | FOR                         |  |
| DIGIMARC CORPORATION                 | 25381B101 | 05/07/2025     | To approve, by non-binding vote, the compensation paid to our executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         566333 |                0 | Against     |                                   133042 | AGAINST                     |  |
| DIGIMARC CORPORATION                 | 25381B101 | 05/07/2025     | To approve, by non-binding vote, the compensation paid to our executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         566333 |                0 | For         |                                   433291 | FOR                         |  |
| DOUBLEVERIFY HOLDINGS, INC.          | 25862V105 | 05/21/2025     | Non-binding advisory vote on the compensation of our named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         169679 |                0 | For         |                                   169679 | FOR                         |  |
| EQT CORPORATION                      | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation's named executive officers (say-on-pay).                                                                         | SECTION 14A SAY-ON-PAY VOTES |         272985 |                0 | For         |                                   272985 | FOR                         |  |
| FEDEX CORPORATION                    | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          12578 |                0 | For         |                                    12578 | FOR                         |  |
| FLAGSTAR FINANCIAL, INC.             | 649445400 | 06/04/2025     | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement.                                                          | SECTION 14A SAY-ON-PAY VOTES |         178475 |                0 | For         |                                   178475 | FOR                         |  |
| FREEPORT-MCMORAN INC.                | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          30000 |                0 | For         |                                    30000 | FOR                         |  |
| GENERAL MOTORS COMPANY               | 37045V100 | 06/03/2025     | Advisory Approval of Named Executive Officer Compensation                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          18220 |                0 | For         |                                    18220 | FOR                         |  |
| GULFPORT ENERGY CORPORATION          | 402635502 | 05/21/2025     | To approve, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers as described in this proxy statement (the Say-On-Pay Proposal or Proposal 3).              | SECTION 14A SAY-ON-PAY VOTES |          25899 |                0 | For         |                                    25899 | FOR                         |  |
| LIGHTSPEED COMMERCE INC.             | 53229C107 | 08/01/2024     | Consider, and if deemed appropriate, approve an advisory, non- binding resolution on the Company's approach to executive compensation as disclosed in the management information circular for the Meeting | SECTION 14A SAY-ON-PAY VOTES |         128790 |                0 | For         |                                   128790 | FOR                         |  |
| MAPLEBEAR INC.                       | 565394103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          72146 |                0 | For         |                                    72146 | FOR                         |  |
| NATERA, INC.                         | 632307104 | 06/12/2025     | To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.                                                          | SECTION 14A SAY-ON-PAY VOTES |          13695 |                0 | For         |                                    13695 | FOR                         |  |
| O-I GLASS, INC.                      | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | Abstain     |                                        0 | NONE                        |  |
| QUIDELORTHO CORPORATION              | 219798105 | 05/20/2025     | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         351490 |                0 | For         |                                   351490 | FOR                         |  |
| RESIDEO TECHNOLOGIES, INC.           | 76118Y104 | 06/04/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         884071 |                0 | For         |                                   884071 | FOR                         |  |
| RESIDEO TECHNOLOGIES, INC.           | 76118Y104 | 06/04/2025     | Advisory Vote on the Frequency of Future Advisory Votes to Approve Executive Compensation.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         884071 |                0 | 1 Year      |                                   884071 | FOR                         |  |
| SABRE CORPORATION                    | 78573M104 | 04/23/2025     | To hold an advisory vote on the compensation of our named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        4431286 |                0 | For         |                                  4431286 | FOR                         |  |
| SOMNIGROUP INTERNATIONAL INC.        | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | Abstain     |                                        0 | NONE                        |  |
| TANDEM DIABETES CARE, INC.           | 875372203 | 05/21/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         217990 |                0 | For         |                                   217990 | FOR                         |  |
| TANDEM DIABETES CARE, INC.           | 875372203 | 05/21/2025     | To approve, on a non-binding, advisory basis, the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                             | SECTION 14A SAY-ON-PAY VOTES |         217990 |                0 | 1 Year      |                                   217990 | FOR                         |  |
| TECK RESOURCES LIMITED               | 878742204 | 04/24/2025     | To approve an advisory resolution on Teck's approach to executive compensation.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         211512 |                0 | For         |                                   211512 | FOR                         |  |
| THE GEO GROUP, INC.                  | 36162J106 | 04/29/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         242902 |                0 | For         |                                   242902 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** BEACONLIGHT CAPITAL, LLC

**By (Signature):** /s/ Ed Bosek

**By (Printed Signature):** /s/ Ed Bosek

**By (Title):** Managing Member

**Date:** 08/29/2025