ACADEMY SPORTS & OUTDOORS INC00402L107US00402L107006/04/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER524854FOR52485FOR AERCAP HOLDINGS N.V.N00985106NL000068766304/15/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1059350FOR105935FOR AGNICO EAGLES MINES LTD008474108CA008474108505/01/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER45000FOR4500FOR ALAMOS GOLD INC011527108CA011532108905/28/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER215000FOR21500FOR ALLISON TRANSMISSION HOLDINGS INC01973R101US01973R101405/06/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER574600FOR57460FOR AMREP CORP NEW032159105US032159105109/11/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER4968390FOR, 1 YEAR496839FOR AMRIZE LTD.H2927K103CH143013422604/21/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER110000FOR, 1 YEAR11000FOR ASBURY AUTOMOTIVE GROUP, INC.043436104US043436104705/04/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER364690#1: FOR, #2: AGAINST, #3-5: FOR36469FOR BECTON, DICKINSON AND COMPANY075887109US075887109001/27/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER5000FOR500FOR BERKSHIRE HATHAWAY INC.084670702US084670702605/02/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTES410#1 & #2: FOR, #3: 3 YEARS, #4: ABSTAIN41FOR BOLLORE SEF10659260FR000003929905/27/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2900000FOR290000FOR BUILDERS FIRSTSOURCE INC12008R107US12008R107705/14/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER4280250FOR428025FOR CACI INTERNATIONAL INC127190304US127190304910/16/2025Vote to approve compensation & vote frequency on pay to executive officersSECTION 14A SAY-ON-PAY VOTESOTHERVOTE FREQUENCYISSUER36000FOR3600FOR CANADIAN NATURAL RESOURCES LTD136385101CA136385101705/07/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2765740FOR276574FOR CAPITAL PROPERTIES, INC140430109US140430109504/29/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER397500#1: WITHHOLD ALL, #2: AGAINST39750AGAINST CAPSTONE COPPER CORPORATION14071L207US14071L207904/30/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER5778300FOR577830FOR CATERPILLAR, INC.149123101US149123101506/10/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2000#1-#3: FOR, #4: AGAINST200FOR CAVCO INDUSTRIES INC149568107US149568107407/29/2025Vote to approve compensation & vote frequency on pay to executive officersSECTION 14A SAY-ON-PAY VOTESOTHERVOTE FREQUENCYISSUER352600FOR35260FOR CHAMPION HOMES, INC.830830105US830830105507/24/2025Vote to approve compensation & vote frequency on pay to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER707430FOR70743FOR DANA INC235825205US235825205204/22/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1509980FOR150998FOR DANIELI & C OFFICINE MECCANICHE SPA23624A204IT000007650210/28/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER100000FOR10000FOR DELEK US HOLDINGS INC24664GAF8US24664GAF8104/20/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2200FOR220FOR DORCHESTER MINERALS LP25820R105US25820R105905/13/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER50000FOR5000FOR FINNING INTERNATIONAL INC31807ZAD4CA318071404805/12/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER3531020FOR353102FOR FIRST QUANTUM MINERALS LTD335934AU9USC3535CAP3505/07/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1000000FOR100000FOR FIVE POINT HOLDINGS LLC31787F107US33833Q106706/04/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER68770000FOR6877000FOR GRAY MEDIA INC389376BB9US389375106105/06/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2420#1: WITHHOLD ALL, #2: ABSTAIN, #3: AGAINST242FOR GULF ISLAND FABRICATION. INC402307102US402307102401/13/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER60000FOR6000FOR HF SINCLAIR CORP403949AK6US403949100005/13/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER700FOR70FOR HILTON GRAND VACATIONS INC43283X105US43283X105405/06/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER149700#1: FOR ALL (except directors selected), #2: FOR, #3 & 4: AGAINST14970FOR HUDBAY MINERALS INC443628102CA443628102205/19/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1202500FOR120250FOR INSTEEL INDUSTRIES INC45774W108US45774W108002/10/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2957450FOR295745FOR INTERFOR CORP45868C109CA45868C109505/14/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER400000FOR40000FOR INTERNATIONAL SEAWAYS INCY41053102MHY41053102106/08/2026Non-binding advisory vote to approve compensation for named exec officersSECTION 14A SAY-ON-PAY VOTESISSUER100000FOR10000FOR JEFFERIES FINANCIAL GROUP INC47233W109US47233W109903/26/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER3198210#1: FOR, #2: AGAINST, #3-5: FOR319821FOR LINCOLN ELECTRIC HOLDINGS INC533900106US533900106804/17/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER332510FOR33251FOR LOUISIANA-PACIFIC CORP546347105US546347105305/01/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER792010FOR79201FOR LSB INDUSTRIES INC502160104US502160104305/21/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER24621520FOR2462152FOR MDU RESOURCES GROUP, INC.552690109US552690109605/11/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER10000FOR1000FOR MORGAN STANLEY617446448US617446448605/14/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER65000#1-3: FOR, #4: AGAINST6500FOR NOBILITY HOMES, INC.654892108US654892108803/06/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER946780FOR, 1 YEAR94678FOR NOBLE CORPG65431127GB00BMXNWH0704/29/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1452680FOR145268FOR ODP CORP88337F105US88337F105712/05/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER30FOR3FOR OLIN CORP680665205US68389X105404/30/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER3550#1: FOR, #2 & 3: ABSTAIN, #4: FOR355FOR PETROLEO BRASILEIRO SA PETRO71654V408US71654V408604/16/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER500000ABSTAIN50000FOR PRAIRIESKY ROYALTY LTD739721108CA739721108604/20/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2340FOR234FOR PREFORMED LINE PRODUCTS COMPANY740444104US740444104705/04/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER59350FOR5935FOR PULSE SEISMIC INC74586Q109CA74586Q109004/29/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER111272750FOR11127275FOR RADNET INC750491102US750491102206/02/2026Non-binding advisory vote to approve compensation for named exec officersSECTION 14A SAY-ON-PAY VOTESISSUER1177920FOR117792FOR RANGER ENERGY SERVICES INC75282U104US75282U104305/15/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1000000FOR100000FOR RYERSON HOLDING CORP783754104US783754104104/30/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1921900FOR192190FOR SAIPEM SPA79376W406IT000549565709/25/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER12138200#10: ABSTAIN, #20-110: FOR1213820FOR SANDISK CORPORATION80004C200US80004C200811/18/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER269170#1A: AGAINST, #1B-1C: FOR, #1D-1F: AGAINST, #1G & 2: FOR, #3: 1 YEAR, #4: FOR26917AGAINST SEACOR MARINE HOLDINGS INC78413P101US78413P101206/02/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER7115730FOR711573FOR SEADRILL LTDG7997W102BMG7997W102906/03/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1203600FOR120360FOR SPECTRUM BRANDS HOLDING INC84790A105US84790A105108/05/2025Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER80FOR8FOR STRATUS PROPERTIES, INC.863167201US863167201606/01/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER81000#1.1-1.3: WITHHOLD, #2: AGAINST, #3: FOR, #4: ABSTAIN, #5: AGAINST8100AGAINST TECK RESOURCES LTD878742204CA878742204404/23/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1000000FOR100000FOR THESSALONIKI PORT AUTHORITY SA427003009GRS42700300905/12/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER270170FOR27017FOR TIDEWATER INC88642R109US88642R109506/16/2026Vote to approve compensation & vote frequency on pay to executive officersSECTION 14A SAY-ON-PAY VOTESOTHERVOTE FREQUENCYISSUER28787420FOR2878742FOR TIDEWATER MIDSTREAM AND INFRASTRUCTURE LTD88875T104CA886453109705/26/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER806450FOR80645FOR TIDEWATER RENEWABLES, LTD.88646L108CA88646L108505/26/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER100000FOR10000FOR TRAVEL + LEISURE CO894164102US894164102405/20/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER1216190#1: FOR ALL (EXCEPT DIRECTORS SELECTED), #2: AGAINST, #3: FOR121619FOR TRICAN WELL SERVICE LTD0984245A9CA895945103705/12/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER9169560FOR916956FOR UFP INDUSTRIES. INC90278Q108US90278Q108504/22/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER4800FOR480FOR VALARIS LIMITEDG9460G101BM69460G101506/10/2026Non-binding advisory vote to approve compensation for named exec officersSECTION 14A SAY-ON-PAY VOTESISSUER42440FOR4244FOR WESTERN DIGITAL CORP958102105US958102105511/20/2025Vote to approve compensation & vote frequency on pay to executive officersSECTION 14A SAY-ON-PAY VOTESOTHERVOTE FREQUENCYISSUER856200FOR85620FOR WEST FRASER TIMBER CO. LTD952845105CA952845105204/22/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2875450FOR287545FOR WESTLAKE CORPORATION960413102US960413102205/14/2026Vote to approve compensation to executive officersSECTION 14A SAY-ON-PAY VOTESISSUER2131550FOR213155FOR