# EDGAR Filing Document

**Accession Number:** 0001478394
**File Stem:** 0001085146-25-005560
**Filing Date:** 2025-8
**Character Count:** 9116
**Document Hash:** e76fc19dff0b363a784489f785940eb7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005560.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001085146-25-005560

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** EMG Holdings, L.P.
- **CENTRAL INDEX KEY:** 0001478394

**ORGANIZATION NAME:**
- **EIN:** 030612415
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21414
- **FILM NUMBER:** 251267160

**BUSINESS ADDRESS:**
- **STREET 1:** 53 FOREST AVENUE
- **CITY:** OLD GREENWICH
- **STATE:** CT
- **ZIP:** 06870
- **BUSINESS PHONE:** (203) 698-1200

**MAIL ADDRESS:**
- **STREET 1:** 53 FOREST AVENUE
- **CITY:** OLD GREENWICH
- **STATE:** CT
- **ZIP:** 06870

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

## N-PX: Filer Information

**Filer CIK:** 0001478394

**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:** EMG Holdings, L.P.

**Address:** 53 FOREST AVENUE, OLD GREENWICH, CT 06870

**Telephone number:** 212-938-1200

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-21414

**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:** 1

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| American Woodmark Corporation        | 030506109 | 08/22/2024     | To approve on an advisory basis the Company's executive compensation.                                                                               | SECTION 14A SAY-ON-PAY VOTES |          12156 |                0 | FOR         |                                    12156 | FOR                         |  |
| Armour Residential REIT, Inc.        | 042315705 | 05/01/2025     | To approve, by non-binding advisory vote, ARMOUR's 2024 executive compensation.                                                                     | SECTION 14A SAY-ON-PAY VOTES |         107789 |                0 | FOR         |                                   107789 | FOR                         |  |
| First American Financial Corporation | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          70256 |                0 | FOR         |                                    70256 | FOR                         |  |
| Meritage Homes Corporation           | 59001A102 | 05/22/2025     | Advisory vote to approve compensation of the Company's Named Executive Officers ("Say on Pay").                                                     | SECTION 14A SAY-ON-PAY VOTES |          70419 |                0 | FOR         |                                    70419 | FOR                         |  |
| MFA Financial, Inc.                  | 55272X607 | 06/03/2025     | Approval of the advisory (non-binding) resolution to approve the Company's executive compensation.                                                  | SECTION 14A SAY-ON-PAY VOTES |         478688 |                0 | FOR         |                                   478688 | FOR                         |  |
| Mr. Cooper Group Inc.                | 62482R107 | 05/22/2025     | Advisory Vote on Executive Compensation (Say on Pay)                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          60504 |                0 | FOR         |                                    60504 | FOR                         |  |
| Mr. Cooper Group Inc.                | 62482R107 | 05/22/2025     | Advisory vote on the frequency of Say on Pay votes                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          60504 |                0 | 1 YEAR      |                                    60504 | FOR                         |  |
| New York Mortgage Trust, Inc.        | 649604840 | 06/12/2025     | To hold an advisory vote on the frequency of future advisory votes on named executive officer compensation.                                         | SECTION 14A SAY-ON-PAY VOTES |           3646 |                0 | 1 YEAR      |                                     3646 | FOR                         |  |
| New York Mortgage Trust, Inc.        | 649604840 | 06/12/2025     | To hold an advisory vote to approve named executive officer compensation.                                                                           | SECTION 14A SAY-ON-PAY VOTES |           3646 |                0 | FOR         |                                     3646 | FOR                         |  |
| Orchid Island Capital, Inc.          | 68571X301 | 06/10/2025     | To approve, by a non-binding vote, our executive compensation.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         125365 |                0 | FOR         |                                   125365 | FOR                         |  |
| Owens Corning                        | 690742101 | 04/15/2025     | To Approve, On An Advisory Basis, Our Named Executive Officer Compensation.                                                                         | SECTION 14A SAY-ON-PAY VOTES |          41173 |                0 | FOR         |                                    41173 | FOR                         |  |
| Rithm Property Trust Inc.            | 38983D300 | 06/02/2025     | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.           | SECTION 14A SAY-ON-PAY VOTES |          20818 |                0 | FOR         |                                    20818 | FOR                         |  |
| Rithm Property Trust Inc.            | 38983D300 | 06/02/2025     | To approve (on a non-binding advisory basis) the frequency of an advisory vote on the compensation of our named executive officers in future years. | SECTION 14A SAY-ON-PAY VOTES |          20818 |                0 | 1 YEAR      |                                    20818 | FOR                         |  |
| Somnigroup International Inc.        | 88023U101 | 05/14/2025     | Advisory vote to approve the compensation of named executive officers.                                                                              | SECTION 14A SAY-ON-PAY VOTES |          81806 |                0 | FOR         |                                    81806 | FOR                         |  |
| Taylor Morrison Home Corporation     | 87724P106 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                 | SECTION 14A SAY-ON-PAY VOTES |         137487 |                0 | FOR         |                                   137487 | FOR                         |  |
| Toll Brothers, Inc.                  | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers.                                   | SECTION 14A SAY-ON-PAY VOTES |          19282 |                0 | FOR         |                                    19282 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** EMG Holdings, L.P.

**By (Signature):** Patrick Maloney

**By (Printed Signature):** Patrick Maloney

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

**Date:** 08/27/2025