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    <issuerName>AERCAP HOLDINGS N.V.</issuerName>
    <cusip>N00985106</cusip>
    <isin>NL0000687663</isin>
    <meetingDate>04/15/2026</meetingDate>
    <voteDescription>Report of the Nomination &amp; Compensation Committee for the 2025 financial year</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>3124791</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>3124791</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CARNIVAL CORPORATION</issuerName>
    <cusip>143658300</cusip>
    <isin>PA1436583006</isin>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>To hold a (non-binding) advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>8013424</sharesVoted>
    <sharesOnLoan>41742</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>8013424</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CARNIVAL CORPORATION</issuerName>
    <cusip>143658300</cusip>
    <isin>PA1436583006</isin>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>To hold a (non-binding) advisory vote to approve the Carnival plc&#13;Directors' Remuneration Report (in accordance with legal&#13;requirements applicable to UK companies).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>8013424</sharesVoted>
    <sharesOnLoan>41742</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>8013424</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CHEVRON CORPORATION</issuerName>
    <cusip>166764100</cusip>
    <isin>US1667641005</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>938744</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>938744</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CONSTELLATION ENERGY CORP</issuerName>
    <cusip>21037T109</cusip>
    <isin>US21037T1097</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>633814</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>633814</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DT MIDSTREAM, INC.</issuerName>
    <cusip>23345M107</cusip>
    <isin>US23345M1071</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers; and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2774947</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2774947</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FERGUSON ENTERPRISES INC.</issuerName>
    <cusip>31488V107</cusip>
    <isin>US31488V1070</isin>
    <meetingDate>12/03/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the fiscal 2025 compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1255137</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>1255137</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FERGUSON ENTERPRISES INC.</issuerName>
    <cusip>31488V107</cusip>
    <isin>US31488V1070</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company's Named Executive Officers for the five month transition period from August 1, 2025 to December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1216738</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>1216738</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>KINDER MORGAN, INC.</issuerName>
    <cusip>49456B101</cusip>
    <isin>US49456B1017</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11545636</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>11545636</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LAMAR ADVERTISING COMPANY</issuerName>
    <cusip>512816109</cusip>
    <isin>US5128161099</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Approval, on an advisory and non-binding basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>566865</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>566865</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LOUISIANA-PACIFIC CORPORATION</issuerName>
    <cusip>546347105</cusip>
    <isin>US5463471053</isin>
    <meetingDate>05/01/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2807777</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2807777</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NEWS CORP</issuerName>
    <cusip>65249B208</cusip>
    <isin>US65249B2088</isin>
    <meetingDate>11/19/2025</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2363842</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2363842</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>SITEONE LANDSCAPE SUPPLY, INC.</issuerName>
    <cusip>82982L103</cusip>
    <isin>US82982L1035</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1050604</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>1050604</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>WEYERHAEUSER COMPANY</issuerName>
    <cusip>962166104</cusip>
    <isin>US9621661043</isin>
    <meetingDate>05/15/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, Compensation of the named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3521905</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3521905</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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