# EDGAR Filing Document

**Accession Number:** 0001730961
**File Stem:** 0001104659-25-070233
**Filing Date:** 2025-7
**Character Count:** 35252
**Document Hash:** f807e776c841e8a21bfecaf9258c14d4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-070233.hdr.sgml**: 20250724

**ACCESSION NUMBER**: 0001104659-25-070233

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250724

**EFFECTIVENESS DATE**: 20250724

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SCP Investment, LP
- **CENTRAL INDEX KEY:** 0001730961

**ORGANIZATION NAME:**
- **EIN:** 811674683
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18441
- **FILM NUMBER:** 251144536

**BUSINESS ADDRESS:**
- **STREET 1:** 21 ORINDA WAY, SUITE C-381
- **CITY:** ORINDA
- **STATE:** CA
- **ZIP:** 94563
- **BUSINESS PHONE:** 925-253-1800

**MAIL ADDRESS:**
- **STREET 1:** 21 ORINDA WAY, SUITE C-381
- **CITY:** ORINDA
- **STATE:** CA
- **ZIP:** 94563

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

## N-PX: Filer Information

**Filer CIK:** 0001730961

**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:** SCP Investment, LP

**Address:** 21 Orinda Way, Orinda, CA 94563

**Telephone number:** 925-253-1800

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-18441

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ChargePoint Holdings, Inc.                   | 15961R105 | 07/09/2024     | The advisory approval of the compensation of our named executive officers ("Say-on-Pay").                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1       |                0 | FOR         |                                  1       | FOR                         |  |
| Nextracker Inc.                              | 65290E101 | 08/19/2024     | The approval, on an advisory basis, of the compensation of our named executive officers; and                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     6800       |                0 | FOR         |                               6800       | FOR                         |  |
| The Container Store Group, Inc.              | 210751202 | 08/28/2024     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1e+06   |                0 | FOR         |                                  1e+06   | FOR                         |  |
| Dril-Quip, Inc.                              | 457651107 | 09/05/2024     | to vote, on a non-binding advisory basis, on the compensation that may be paid or become payable to Dril-Quip's named executive officers ("NEOs") that is based on or otherwise relates to the mergers (the "non-binding compensation proposal"); and                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |    28800       |                0 | FOR         |                              28800       | FOR                         |  |
| Apple Inc.                                   | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |    10000       |                0 | FOR         |                              10000       | FOR                         |  |
| Fluence Energy, Inc.                         | 34379V103 | 03/17/2025     | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |    38632       |                0 | FOR         |                              38632       | FOR                         |  |
| Schlumberger N.V.                            | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |    16570       |                0 | FOR         |                              16570       | FOR                         |  |
| EQT Corporation                              | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of the EQT Corporation's named executive officers (say-on-pay)                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |    10800       |                0 | FOR         |                              10800       | FOR                         |  |
| Public Service Enterprise Group Incorporated | 744573106 | 04/22/2025     | Advisory Vote on the Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |    10598       |                0 | FOR         |                              10598       | FOR                         |  |
| TechnipFMC plc                               | G87110105 | 04/25/2025     | 2024 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2024, as reported in the Company's Proxy Statement                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |    54400       |                0 | FOR         |                              54400       | FOR                         |  |
| TechnipFMC plc                               | G87110105 | 04/25/2025     | Frequency of Future Say-on-Pay Proposals for Named Executive Officers: Approval of the frequency of future Say-on-Pay proposals for named executive officers                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    54400       |                0 | ONE YEAR    |                              54400       | FOR                         |  |
| Marathon Petroleum Corporation               | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     3188       |                0 | FOR         |                               3188       | FOR                         |  |
| Newmont Corporation                          | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |     1000       |                0 | FOR         |                               1000       | FOR                         |  |
| Shoals Technologies Group, Inc.              | 82489W107 | 05/01/2025     | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay proposal).                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     2800       |                0 | AGAINST     |                               2800       | AGAINST                     |  |
| Uber Technologies, Inc.                      | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |   135000       |                0 | FOR         |                             135000       | 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 |      100       |                0 | FOR         |                                100       | FOR                         |  |
| The AES Corporation                          | 00130H105 | 05/09/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |     1000       |                0 | FOR         |                               1000       | FOR                         |  |
| Amarin Corporation Plc                       | 023111404 | 05/13/2025     | Ordinary resolution to hold an advisory (non-binding) vote to approve the compensation of the Company's "named executive officers" as described in full in the "Executive Compensation Discussion and Analysis" section, the tabular disclosure regarding such compensation, and the accompanying narrative disclosure on pages 26 to 58 of the accompanying Proxy Statement. | SECTION 14A SAY-ON-PAY VOTES |        2.5e+06 |                0 | FOR         |                                  2.5e+06 | FOR                         |  |
| Coeur Mining, Inc.                           | 192108504 | 05/13/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |    40800       |                0 | FOR         |                              40800       | FOR                         |  |
| ConocoPhillips                               | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    25668       |                0 | FOR         |                              25668       | FOR                         |  |
| Bloom Energy Corp.                           | 093712107 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        2       |                0 | AGAINST     |                                  2       | AGAINST                     |  |
| Enphase Energy, Inc.                         | 29355A107 | 05/14/2025     | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1       |                0 | FOR         |                                  1       | FOR                         |  |
| First Solar, Inc.                            | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |    13688       |                0 | FOR         |                              13688       | FOR                         |  |
| GE Vernova, Inc.                             | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        1       |                0 | FOR         |                                  1       | FOR                         |  |
| GE Vernova, Inc.                             | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        1       |                0 | ONE YEAR    |                                  1       | FOR                         |  |
| HF Sinclair Corporation                      | 403949100 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     1000       |                0 | FOR         |                               1000       | 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 |     2800       |                0 | FOR         |                               2800       | FOR                         |  |
| Array Technologies, Inc.                     | 04271T100 | 05/20/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    58800       |                0 | AGAINST     |                              58800       | AGAINST                     |  |
| Baker Hughes Company                         | 05722G100 | 05/20/2025     | An advisory vote related to the Company's executive compensation program                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      593       |                0 | FOR         |                                593       | FOR                         |  |
| Chart Industries, Inc.                       | 16115Q308 | 05/20/2025     | To approve, on an advisory basis, the Company's executive compensation; and                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      228       |                0 | FOR         |                                228       | FOR                         |  |
| Targa Resources Corp.                        | 87612G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     8688       |                0 | FOR         |                               8688       | FOR                         |  |
| Viper Energy, Inc.                           | 927959106 | 05/20/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |    41800       |                0 | AGAINST     |                              41800       | AGAINST                     |  |
| Diamondback Energy, Inc.                     | 25278X109 | 05/21/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     6808       |                0 | FOR         |                               6808       | FOR                         |  |
| Halliburton Company                          | 406216101 | 05/21/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    23600       |                0 | FOR         |                              23600       | FOR                         |  |
| Hecla Mining Company                         | 422704106 | 05/21/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |    14800       |                0 | FOR         |                              14800       | FOR                         |  |
| Permian Resources Corporation                | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |    96800       |                0 | FOR         |                              96800       | FOR                         |  |
| The Southern Company                         | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      370       |                0 | FOR         |                                370       | FOR                         |  |
| Xcel Energy Inc.                             | 98389B100 | 05/21/2025     | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote)                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     8800       |                0 | FOR         |                               8800       | FOR                         |  |
| NextEra Energy, Inc.                         | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |    18800       |                0 | FOR         |                              18800       | FOR                         |  |
| PG Corporation                               | 69331C108 | 05/22/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     2800       |                0 | FOR         |                               2800       | FOR                         |  |
| Royal Gold, Inc.                             | 780287108 | 05/22/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        8       |                0 | FOR         |                                  8       | FOR                         |  |
| Southern Copper Corporation                  | 84265V105 | 05/23/2025     | Approve by, non-binding vote, executive compensation.                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       19       |                0 | FOR         |                                 19       | FOR                         |  |
| Chevron Corporation                          | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |     5896       |                0 | FOR         |                               5896       | FOR                         |  |
| Exxon Mobil Corporation                      | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |     4800       |                0 | FOR         |                               4800       | FOR                         |  |
| SolarEdge Technologies, Inc.                 | 83417M104 | 06/03/2025     | Approval of, on an advisory and non-binding basis, the compensation of our named executive officers (the "Say-on-Pay" vote).                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1       |                0 | FOR         |                                  1       | FOR                         |  |
| Devon Energy Corporation.                    | 25179M103 | 06/04/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      800       |                0 | AGAINST     |                                800       | AGAINST                     |  |
| Stem, Inc.                                   | 85859N300 | 06/04/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |     4004       |                0 | AGAINST     |                               4004       | AGAINST                     |  |
| Caesars Entertainment, Inc.                  | 12769G100 | 06/10/2025     | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   615000       |                0 | AGAINST     |                             615000       | AGAINST                     |  |
| 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 |      100       |                0 | FOR         |                                100       | FOR                         |  |
| Gogo Inc.                                    | 38046C109 | 06/12/2025     | Non-binding advisory vote approving 2024 executive compensation.                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   726433       |                0 | AGAINST     |                             726433       | AGAINST                     |  |
| Lineage, Inc.                                | 53566V106 | 06/18/2025     | Advisory (non-binding) approval of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   180000       |                0 | AGAINST     |                             180000       | AGAINST                     |  |
| Lineage, Inc.                                | 53566V106 | 06/18/2025     | Advisory (non-binding) approval of the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   180000       |                0 | ONE YEAR    |                             180000       | FOR                         |  |
| RH                                           | 74967X103 | 06/26/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    95000       |                0 | FOR         |                              95000       | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SCP Investment, LP

**By (Signature):** Kara Dille

**By (Printed Signature):** Kara Dille

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

**Date:** 07/21/2025