D.R. Horton, Inc 23331A109 01/15/2026 Approval of the advisory resolution on executive compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 3169041.00 0 FOR 3169041.00 FOR Avnet, Inc 053807103 11/21/2025 Advisory vote on named executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 3725317.00 0 FOR 3725317.00 FOR Avnet, Inc 053807103 11/21/2025 Approval of the 2025 Stock Compensation and Incentive Plan. SECTION 14A SAY-ON-PAY VOTES ISSUER 3725317.00 0 FOR 3725317.00 FOR Toll Brothers, Inc 889478103 03/10/2026 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 ISSUER 5430387.00 0 FOR 5430387.00 FOR Lennar Corporation 526057104 04/08/2026 Approve, on an advisory basis, the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 10144605.00 0 FOR 10144605.00 FOR SLB N.V. 806857108 04/08/2026 Advisory approval of our executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 4530227.00 0 FOR 4530227.00 FOR SLB N.V. 806857108 04/08/2026 Approval of an amendment and restatement of the 2017 SLB Omnibus Stock Incentive Plan SECTION 14A SAY-ON-PAY VOTES ISSUER 4530227.00 0 FOR 4530227.00 FOR Genpact Limited G3922B107 04/23/2026 Approve, on a non-binding, advisory basis, the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 10000.00 0 FOR 10000.00 FOR Pultegroup, INC. 745867101 04/29/2026 Say-on-pay: Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 5206058.00 0 FOR 5206058.00 FOR Baxter International INC. 071813109 05/05/2026 Advisory Vote to Approve Named Executive Officer Compensation for 2025 SECTION 14A SAY-ON-PAY VOTES ISSUER 12759814.00 0 FOR 12759814.00 FOR Baxter International INC. 071813109 05/05/2026 Approval of the Baxter International Inc. Second Amended and Restated 2021 Incentive Plan SECTION 14A SAY-ON-PAY VOTES ISSUER 12759814.00 0 FOR 12759814.00 FOR Oshkosh Corporation 688239201 05/05/2026 Approval, by advisory vote, of the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 2366787.00 0 FOR 2366787.00 FOR Arrow Electronics, INC 047273510 05/12/2026 To approve, by non-binding vote, named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 1797671.00 0 FOR 1797671.00 FOR Avantor, INC 05352A100 05/07/2026 Advisory Approval of Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 21412776.00 0 FOR 21412776.00 FOR Avantor, INC 05352A100 05/07/2026 Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 21412776.00 0 FOR 21412776.00 FOR Lear Corporation 521865204 05/14/2026 Approve, in a non-binding advisory vote, Lear Corporation's executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 1598169.00 0 FOR 1598169.00 FOR Lear Corporation 521865204 05/14/2026 Approve the amendment and restatement of Lear Corporation's 2019 Long-Term Stock Incentive Plan. SECTION 14A SAY-ON-PAY VOTES ISSUER 1598169.00 0 FOR 1598169.00 FOR Nov Inc 62955J103 05/20/2026 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 5350238.00 0 FOR 5350238.00 FOR Meritage Homes Corporation 59001A102 05/21/2026 Advisory vote to approve compensation of the Company's Named Executive Officers ("Say on Pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 1384849.00 0 FOR 1384849.00 FOR DNOW Inc. 67011P100 05/20/2026 To consider and act upon an advisory proposal to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 784914.00 0 FOR 784914.00 FOR General Motors Company 37045V100 06/02/2026 Advisory Approval of Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 11867125.00 0 FOR 11867125.00 FOR General Motors Company 37045V100 06/02/2026 Proposal to Approve, on an Advisory Basis, the Frequency of Future Advisory Votes on Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 11867125.00 0 FOR 11867125.00 FOR General Motors Company 37045V100 06/02/2026 Proposal to Approve Amendment No. 2 to the Company's 2020 Long-Term Incentive Plan to Increase the Number of Shares Available for Issuance Thereunder. SECTION 14A SAY-ON-PAY VOTES ISSUER 11867125.00 0 FOR 11867125.00 FOR