# EDGAR Filing Document

**Accession Number:** 0001556915
**File Stem:** 0001104659-25-082983
**Filing Date:** 2025-8
**Character Count:** 80348
**Document Hash:** be2d79f06cb9754210c8e9b0b1c946a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-082983.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001104659-25-082983

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ARGA Investment Management, LP
- **CENTRAL INDEX KEY:** 0001556915

**ORGANIZATION NAME:**
- **EIN:** 272341610
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15430
- **FILM NUMBER:** 251255586

**BUSINESS ADDRESS:**
- **STREET 1:** 1010 WASHINGTON BLVD, 6TH FL
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06901
- **BUSINESS PHONE:** 1-203-614-0800

**MAIL ADDRESS:**
- **STREET 1:** 1010 WASHINGTON BLVD, 6TH FL
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06901

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

## N-PX: Filer Information

**Filer CIK:** 0001556915

**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:** ARGA Investment Management, LP

**Address:** 1010 Washington Blvd., 6th Fl., Stamford, CT 06901

**Telephone number:** 203-614-0800

**Name of agent for service:** Avula Rama Krishna

**Agent Address:** 18 Sidney Lanier Lane, Greenwich, CT 06831

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

**SEC File Number:** 028-15430

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300ARAD8K0GWI7X67

**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                                                                                                                                                                                                                      |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Steelcase Inc.                              | 858155203 | 07/10/2024     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          27460 |                0 | FOR         |                                    27460 | FOR                         |  |
| Jazz Pharmaceuticals Public Limited Company | G50871105 | 07/25/2024     | To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc s named executive officers as disclosed in the proxy statement.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           6633 |                0 | FOR         |                                     6633 | FOR                         |  |
| Jazz Pharmaceuticals Public Limited Company | G50871105 | 07/25/2024     | To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc s named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           6633 |                0 | 1 YEAR      |                                     6633 | FOR                         |  |
| Helen of Troy Limited                       | G4388N106 | 08/21/2024     | To provide advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1893 |                0 | FOR         |                                     1893 | FOR                         |  |
| American Woodmark Corporation               | 030506109 | 08/22/2024     | To approve on an advisory basis the Company's executive compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           7352 |                0 | FOR         |                                     7352 | FOR                         |  |
| La-Z-Boy Incorporated                       | 505336107 | 08/27/2024     | To approve, through a non-binding advisory vote, the compensation of the company's named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          29246 |                0 | FOR         |                                    29246 | FOR                         |  |
| Capri Holdings Limited                      | G1890L107 | 09/04/2024     | To approve, on a non-binding advisory basis, executive compensation.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          12816 |                0 | AGAINST     |                                    12816 | AGAINST                     |  |
| Patterson Companies, Inc.                   | 703395103 | 09/16/2024     | Advisory approval of executive compensation.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          16812 |                0 | FOR         |                                    16812 | FOR                         |  |
| Korn Ferry                                  | 500643200 | 09/25/2024     | Advisory (non-binding) resolution to approve the Company's executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          22745 |                0 | FOR         |                                    22745 | FOR                         |  |
| CACI International Inc                      | 127190304 | 10/17/2024     | To approve on a non-binding, advisory basis the compensation of our named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3602 |                0 | FOR         |                                     3602 | FOR                         |  |
| Medtronic plc                               | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            313 |                0 | AGAINST     |                                      313 | AGAINST                     |  |
| Kennametal Inc.                             | 489170100 | 10/29/2024     | Non-Binding (Advisory) Vote to Approve the Compensation Paid to the Company's Named Executive Officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          12207 |                0 | FOR         |                                    12207 | FOR                         |  |
| Cardinal Health, Inc.                       | 14149Y108 | 11/06/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            121 |                0 | FOR         |                                      121 | FOR                         |  |
| Tapestry, Inc.                              | 876030107 | 11/14/2024     | Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1193685 |                0 | AGAINST     |                                    11462 | AGAINST                     |  |
| Tapestry, Inc.                              | 876030107 | 11/14/2024     | Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1193685 |                0 | FOR         |                                  1182223 | FOR                         |  |
| Avnet, Inc.                                 | 053807103 | 11/22/2024     | Advisory vote on named executive compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          71030 |                0 | FOR         |                                    71030 | FOR                         |  |
| Avnet, Inc.                                 | 053807103 | 11/22/2024     | Advisory vote on named executive compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1419 |                0 | FOR         |                                     1419 | FOR                         |  |
| Cisco Systems, Inc.                         | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          27986 |                0 | AGAINST     |                                    27986 | AGAINST                     |  |
| Thor Industries, Inc.                       | 885160101 | 12/20/2024     | Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              0 |            14422 | UNVOTED     |                                        0 | NONE                        | The shareholder is ineligible to vote on this ballot because the shares were on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting. |
| 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 |          22405 |                0 | AGAINST     |                                    22405 | AGAINST                     |  |
| 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 |            167 |                0 | FOR         |                                      167 | FOR                         |  |
| Jabil Inc.                                  | 466313103 | 01/23/2025     | Approve (on an advisory basis) Jabil's executive compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           3480 |                0 | FOR         |                                     3480 | FOR                         |  |
| UGI Corporation                             | 902681105 | 01/31/2025     | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote").                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         115254 |                0 | AGAINST     |                                    29787 | AGAINST                     |  |
| UGI Corporation                             | 902681105 | 01/31/2025     | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote").                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         115254 |                0 | FOR         |                                    85467 | FOR                         |  |
| Berry Global Group, Inc.                    | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          21922 |                0 | AGAINST     |                                    21922 | AGAINST                     |  |
| Berry Global Group, Inc.                    | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          21922 |                0 | 1 YEAR      |                                    21922 | FOR                         |  |
| Edgewell Personal Care Company              | 28035Q102 | 02/06/2025     | To cast a non-binding advisory vote on executive compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           6139 |                0 | FOR         |                                     6139 | FOR                         |  |
| Berry Global Group, Inc.                    | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry s named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the Berry Advisory Compensation Proposal. | SECTION 14A SAY-ON-PAY VOTES |          21922 |                0 | FOR         |                                    21922 | FOR                         |  |
| Helmerich  Payne, Inc.                      | 423452101 | 03/05/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1169070 |            20446 | AGAINST     |                                  1169070 | AGAINST                     | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| 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 |            393 |                0 | FOR         |                                      393 | FOR                         |  |
| 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 |           4327 |                0 | FOR         |                                     4327 | FOR                         |  |
| TE Connectivity plc                         | G87052109 | 03/12/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          13717 |                0 | FOR         |                                    13717 | FOR                         |  |
| QUALCOMM Incorporated                       | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           6338 |                0 | FOR         |                                     6338 | FOR                         |  |
| The Walt Disney Company                     | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            407 |                0 | FOR         |                                      407 | FOR                         |  |
| Concentrix Corporation                      | 20602D101 | 03/25/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            172 |            10762 | FOR         |                                      172 | FOR                         | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| Carrier Global Corporation                  | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            215 |                0 | FOR         |                                      215 | FOR                         |  |
| Dow Inc.                                    | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          37895 |                0 | AGAINST     |                                    36554 | AGAINST                     |  |
| Dow Inc.                                    | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          37895 |                0 | FOR         |                                     1341 | FOR                         |  |
| Bank of America Corporation                 | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          95081 |                0 | FOR         |                                    95081 | FOR                         |  |
| The Chemours Company                        | 163851108 | 04/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         148614 |                0 | FOR         |                                   148614 | FOR                         |  |
| Reynolds Consumer Products Inc.             | 76171L106 | 04/23/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          24135 |                0 | FOR         |                                    24135 | FOR                         |  |
| The Cigna Group                             | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             52 |                0 | FOR         |                                       52 | 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 |           5891 |                0 | AGAINST     |                                     5891 | AGAINST                     |  |
| Abbott Laboratories                         | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            162 |                0 | FOR         |                                      162 | FOR                         |  |
| Stanley Black  Decker, Inc.                 | 854502101 | 04/25/2025     | Approve, On An Advisory Basis, The Compensation Of The Company's Named Executive Officers.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            171 |                0 | AGAINST     |                                      171 | AGAINST                     |  |
| Associated Banc-Corp                        | 045487105 | 04/29/2025     | Advisory Approval Of Associated Banc-Corp's Named Executive Officer Compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          17374 |                0 | FOR         |                                    17374 | FOR                         |  |
| Citigroup Inc.                              | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            648 |                0 | FOR         |                                      648 | FOR                         |  |
| Douglas Dynamics, Inc.                      | 25960R105 | 04/29/2025     | Advisory vote (non-binding) to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          16386 |                0 | FOR         |                                    16386 | FOR                         |  |
| FMC Corporation                             | 302491303 | 04/29/2025     | Approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            351 |                0 | AGAINST     |                                      351 | AGAINST                     |  |
| PBF Energy Inc.                             | 69318G106 | 04/29/2025     | An advisory vote on the 2024 compensation of the named executive officers.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          44393 |                0 | AGAINST     |                                    44393 | AGAINST                     |  |
| PBF Energy Inc.                             | 69318G106 | 04/29/2025     | An advisory vote on the frequency of the advisory vote on executive compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          44393 |                0 | 1 YEAR      |                                    44393 | FOR                         |  |
| Chord Energy Corporation                    | 674215207 | 04/30/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          12119 |                0 | FOR         |                                    12119 | FOR                         |  |
| Janus Henderson Group plc                   | G4474Y214 | 04/30/2025     | Advisory Say-on-Pay Vote on Executive Compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          32108 |                0 | FOR         |                                    32108 | FOR                         |  |
| Wynn Resorts, Limited                       | 983134107 | 04/30/2025     | 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 |          33369 |                0 | FOR         |                                    33369 | FOR                         |  |
| Eversource Energy                           | 30040W108 | 05/01/2025     | Consider an advisory proposal approving the compensation of our Named Executive Officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            492 |                0 | FOR         |                                      492 | FOR                         |  |
| International Flavors  Fragrances Inc.      | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            116 |                0 | AGAINST     |                                      116 | AGAINST                     |  |
| Olin Corporation                            | 680665205 | 05/01/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          59813 |                0 | FOR         |                                    59813 | FOR                         |  |
| 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 |           5480 |            29682 | FOR         |                                     5480 | FOR                         | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| RTX Corporation                             | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            240 |                0 | FOR         |                                      240 | FOR                         |  |
| Walker  Dunlop, Inc.                        | 93148P102 | 05/01/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           7205 |                0 | FOR         |                                     7205 | FOR                         |  |
| Air Lease Corporation                       | 00912X302 | 05/02/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          17826 |                0 | FOR         |                                    17826 | 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 |           6852 |                0 | AGAINST     |                                     6852 | AGAINST                     |  |
| California Resources Corporation            | 13057Q305 | 05/02/2025     | To approve, by non-binding vote, named executive officer compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          37541 |                0 | FOR         |                                    37541 | FOR                         |  |
| Entergy Corporation                         | 29364G103 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            300 |                0 | FOR         |                                      300 | FOR                         |  |
| ManpowerGroup Inc.                          | 56418H100 | 05/02/2025     | Advisory vote on approval of the compensation of our named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          63363 |                0 | FOR         |                                    63363 | FOR                         |  |
| Occidental Petroleum Corporation            | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            438 |                0 | AGAINST     |                                      438 | AGAINST                     |  |
| Smurfit WestRock Plc                        |  | 05/02/2025     | Approve, in a non-binding, advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         231238 |                0 | FOR         |                                   231238 | FOR                         |  |
| Smurfit WestRock Plc                        |  | 05/02/2025     | Advisory Vote on Say on Pay Frequency: Please Vote for on This Resolution to Approve 1 Year                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         231238 |                0 | FOR         |                                   231238 | FOR                         |  |
| Smurfit WestRock Plc                        |  | 05/02/2025     | Advisory Vote on Say on Pay Frequency: Please Vote for on This Resolution to Approve 2 Years                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         231238 |                0 | ABSTAIN     |                                   231238 | FOR                         |  |
| Smurfit WestRock Plc                        |  | 05/02/2025     | Advisory Vote on Say on Pay Frequency: Please Vote for on This Resolution to Approve 3 Years                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         231238 |                0 | ABSTAIN     |                                   231238 | FOR                         |  |
| Smurfit WestRock Plc                        |  | 05/02/2025     | Advisory Vote on Say on Pay Frequency: Please Vote for on This Resolution to Approve Abstain                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         231238 |                0 | ABSTAIN     |                                   231238 | FOR                         |  |
| Arrow Electronics, Inc.                     | 042735100 | 05/06/2025     | To approve, by non-binding vote, named executive officer compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          99725 |                0 | FOR         |                                    99725 | FOR                         |  |
| Baxter International Inc.                   | 071813109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation for 2024                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         396201 |                0 | FOR         |                                   396201 | FOR                         |  |
| RenaissanceRe Holdings Ltd.                 | G7496G103 | 05/06/2025     | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          19406 |                0 | FOR         |                                    19406 | FOR                         |  |
| Axcelis Technologies, Inc.                  | 054540208 | 05/07/2025     | Say on Pay - An advisory vote on the approval of executive compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3696 |                0 | FOR         |                                     3696 | FOR                         |  |
| Gilead Sciences, Inc.                       | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            925 |                0 | FOR         |                                      925 | FOR                         |  |
| Stewart Information Services Corporation    | 860372101 | 05/07/2025     | Approval of the compensation of Stewart Information Services Corporation's named executive officers (Say-on-Pay).                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           4995 |                0 | FOR         |                                     4995 | FOR                         |  |
| Ziff Davis, Inc.                            | 48123V102 | 05/07/2025     | To provide an advisory vote on the compensation of Ziff Davis' named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3450 |                0 | AGAINST     |                                     3450 | AGAINST                     |  |
| Alaska Air Group, Inc.                      | 011659109 | 05/08/2025     | Approval (on an advisory basis) the compensation of the Company s Named Executive Officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         505329 |                0 | FOR         |                                   505329 | FOR                         |  |
| 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 |        1234385 |                0 | FOR         |                                  1234385 | FOR                         |  |
| Newell Brands Inc.                          | 651229106 | 05/08/2025     | Approve an advisory resolution on named executive officer compensation.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         201677 |                0 | AGAINST     |                                   201677 | AGAINST                     |  |
| Pediatrix Medical Group, Inc.               | 58502B106 | 05/08/2025     | Conduct an advisory vote regarding the compensation of our named executive officers for the 2024 fiscal year.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            596 |                0 | FOR         |                                      596 | FOR                         |  |
| T. Rowe Price Group, Inc.                   | 74144T108 | 05/08/2025     | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            234 |                0 | FOR         |                                      234 | FOR                         |  |
| The Kraft Heinz Company                     | 500754106 | 05/08/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            471 |                0 | FOR         |                                      471 | FOR                         |  |
| ConocoPhillips                              | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            327 |                0 | FOR         |                                      327 | FOR                         |  |
| First American Financial Corporation        | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          34171 |                0 | FOR         |                                    34171 | FOR                         |  |
| American International Group, Inc.          | 026874784 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            178 |                0 | AGAINST     |                                      178 | AGAINST                     |  |
| American International Group, Inc.          | 026874784 | 05/14/2025     | Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            178 |                0 | 1 YEAR      |                                      178 | FOR                         |  |
| American Water Works Company, Inc.          | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            250 |                0 | FOR         |                                      250 | FOR                         |  |
| Carter's, Inc.                              | 146229109 | 05/14/2025     | Advisory approval of compensation of our named executive officers.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          14830 |              700 | FOR         |                                    14830 | FOR                         | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| Helix Energy Solutions Group, Inc.          | 42330P107 | 05/14/2025     | Advisory vote on the approval of the 2024 compensation of our named executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          60132 |                0 | FOR         |                                    60132 | FOR                         |  |
| Horace Mann Educators Corporation           | 440327104 | 05/14/2025     | Approve the advisory resolution to approve Named Executive Officers' compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           5748 |                0 | FOR         |                                     5748 | FOR                         |  |
| Ichor Holdings, Ltd.                        | G4740B105 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          48765 |                0 | FOR         |                                    48765 | FOR                         |  |
| Robert Half Inc.                            | 770323103 | 05/14/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            454 |                0 | FOR         |                                      454 | 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 |          13710 |                0 | FOR         |                                    13710 | FOR                         |  |
| TrueBlue, Inc.                              | 89785X101 | 05/14/2025     | To approve, by advisory vote, compensation for our named executive officers.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            790 |                0 | FOR         |                                      790 | FOR                         |  |
| Columbia Banking System, Inc.               | 197236102 | 05/15/2025     | To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          90047 |                0 | FOR         |                                    90047 | FOR                         |  |
| CVS Health Corporation                      | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1022669 |                0 | AGAINST     |                                  1022669 | AGAINST                     |  |
| CVS Health Corporation                      | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5129 |                0 | AGAINST     |                                     5129 | AGAINST                     |  |
| 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 |            117 |                0 | FOR         |                                      117 | FOR                         |  |
| Las Vegas Sands Corp.                       | 517834107 | 05/15/2025     | An advisory (non-binding) vote to approve the compensation of the named executive officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        3830954 |           109184 | AGAINST     |                                  3830954 | AGAINST                     | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| LCI Industries                              | 50189K103 | 05/15/2025     | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          27030 |                0 | AGAINST     |                                    27030 | AGAINST                     |  |
| Lear Corporation                            | 521865204 | 05/16/2025     | Approve, in a non-binding advisory vote, Lear Corporation's executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         253146 |                0 | FOR         |                                   253146 | FOR                         |  |
| IPG Photonics Corporation                   | 44980X109 | 05/20/2025     | Advisory Approval of our Executive Compensation                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          24040 |                0 | FOR         |                                    24040 | FOR                         |  |
| JPMorgan Chase  Co.                         | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| Vishay Intertechnology, Inc.                | 928298108 | 05/20/2025     | The advisory approval of the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1257 |            24306 | FOR         |                                     1257 | FOR                         | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| Vishay Intertechnology, Inc.                | 928298108 | 05/20/2025     | Frequency of advisory vote on the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1257 |            24306 | 1 YEAR      |                                     1257 | FOR                         | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| 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 |            257 |                0 | FOR         |                                      257 | FOR                         |  |
| Ultra Clean Holdings, Inc.                  | 90385V107 | 05/21/2025     | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2024 as disclosed in our proxy statement for the 2025 Annual Meeting of Stockholders.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           6694 |                0 | FOR         |                                     6694 | FOR                         |  |
| Mohawk Industries, Inc.                     | 608190104 | 05/22/2025     | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          12049 |                0 | FOR         |                                    12049 | FOR                         |  |
| 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 |          11151 |                0 | FOR         |                                    11151 | FOR                         |  |
| Invesco Ltd.                                | G491BT108 | 05/23/2025     | Advisory vote to approve the company's 2024 executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          99080 |                0 | FOR         |                                    99080 | FOR                         |  |
| LyondellBasell Industries N.V.              | N53745100 | 05/23/2025     | Advisory Vote Approving Executive Compensation (Say-on-Pay)                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            469 |                0 | FOR         |                                      469 | FOR                         |  |
| Merck  Co., Inc.                            | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          37275 |                0 | FOR         |                                    37275 | FOR                         |  |
| Juniper Networks, Inc.                      | 48203R104 | 05/28/2025     | Approval of a non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          14962 |                0 | FOR         |                                    14962 | FOR                         |  |
| Dollar General Corporation                  | 256677105 | 05/29/2025     | To approve, on an advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          50941 |                0 | FOR         |                                    50941 | FOR                         |  |
| Cognizant Technology Solutions Corporation  | 192446102 | 06/03/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay).                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          98606 |                0 | FOR         |                                    98606 | 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 |         101399 |                0 | FOR         |                                   101399 | FOR                         |  |
| Artisan Partners Asset Management Inc.      | 04316A108 | 06/04/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           8885 |                0 | FOR         |                                     8885 | FOR                         |  |
| Resideo Technologies, Inc.                  | 76118Y104 | 06/04/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         118840 |                0 | AGAINST     |                                   118840 | AGAINST                     |  |
| 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 |         118840 |                0 | 1 YEAR      |                                   118840 | FOR                         |  |
| Ameris Bancorp                              | 03076K108 | 06/05/2025     | Advisory vote on the compensation of the Company's named executive officers.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           7536 |                0 | FOR         |                                     7536 | FOR                         |  |
| Navient Corporation                         | 63938C108 | 06/05/2025     | Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          33756 |            15216 | AGAINST     |                                    33756 | AGAINST                     | The shareholder is ineligible to vote on shares that were lent on loan as of the record date. Additionally, ARGA does not have the authority to recall the loaned shares to enable participation in proxy voting.               |
| Patterson-UTI Energy, Inc.                  | 703481101 | 06/05/2025     | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        6709622 |                0 | AGAINST     |                                  3548378 | AGAINST                     |  |
| Patterson-UTI Energy, Inc.                  | 703481101 | 06/05/2025     | Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        6709622 |                0 | FOR         |                                  3161244 | FOR                         |  |
| OPENLANE, Inc.                              | 48238T109 | 06/06/2025     | To approve, on an advisory basis, executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          20062 |                0 | FOR         |                                    20062 | FOR                         |  |
| Caesars Entertainment, Inc.                 | 12769G100 | 06/10/2025     | Company Proposal: Advisory Vote To Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          56563 |                0 | AGAINST     |                                    56563 | AGAINST                     |  |
| NXP Semiconductors N.V.                     | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           8662 |                0 | FOR         |                                     8662 | 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 |            277 |                0 | FOR         |                                      277 | FOR                         |  |
| Biogen Inc.                                 | 09062X103 | 06/17/2025     | Say on Pay - To hold an advisory vote on executive compensation.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |             79 |                0 | FOR         |                                       79 | FOR                         |  |
| SLM Corporation                             | 78442P106 | 06/17/2025     | Advisory approval of SLM Corporation's executive compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          18116 |                0 | FOR         |                                    18116 | FOR                         |  |
| Synchrony Financial                         | 87165B103 | 06/17/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            525 |                0 | FOR         |                                      525 | FOR                         |  |
| Comcast Corporation                         | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            662 |                0 | FOR         |                                      662 | FOR                         |  |
| PVH Corp.                                   | 693656100 | 06/18/2025     | Approval of the advisory resolution on executive compensation                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3619 |                0 | FOR         |                                     3619 | FOR                         |  |
| Victoria's Secret  Co.                      | 926400102 | 06/18/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          87648 |                0 | FOR         |                                    87648 | FOR                         |  |
| Dollar Tree, Inc.                           | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            480 |                0 | FOR         |                                      480 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** ARGA Investment Management, LP

**By (Signature):** Neda Clark

**By (Printed Signature):** Neda Clark

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

**Date:** 08/26/2025