Institutions / LYRICAL ASSET MANAGEMENT LP / Holdings
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Lyrical Asset Management LP

All holdings · as of Dec 31, 2025

37 positions

CompanyClassValue ↓Shares% of portfolio
Amcor PLC—$562.90M13,498,7097.4%
NRG Energy Inc—$478.93M3,007,5986.3%
FLEX LTD.—$455.41M7,537,3786.0%
Expedia Group Inc—$452.46M1,597,0375.9%
Johnson Controls International plc—$402.10M3,357,8225.3%
AerCap Holdings N.V.—$400.03M2,782,6385.2%
AMERIPRISE FINANCIAL INC—$353.27M720,4614.6%
HCA Healthcare, Inc.—$333.86M715,1194.4%
EBAY INC—$320.52M3,679,9594.2%
Uber Technologies, Inc—$287.53M3,518,9173.8%
NetApp Inc—$278.73M2,602,7663.6%
Fidelity National Information Services Inc—$253.54M3,814,8853.3%
F5 Inc—$251.89M986,7953.3%
Gen Digital Inc.—$221.54M8,147,9122.9%
SS&C TECHNOLOGIES HOLDINGS, INC.—$220.57M2,523,1462.9%
Cigna Group—$210.96M766,4752.8%
Corpay Inc—$203.34M675,7042.7%
TD SYNNEX Corp—$183.34M1,220,3852.4%
ICON plc—$176.38M967,9612.3%
Assurant Inc—$160.57M666,6942.1%
WESCO INTERNATIONAL INC—$159.38M651,4842.1%
Affiliated Managers Group Inc—$159.01M551,5872.1%
LITHIA MOTORS INC—$158.10M475,7422.1%
ARROW ELECTRONICS, INC.—$146.39M1,328,6781.9%
Global Payments Inc—$140.62M1,816,7601.8%
Primerica, Inc.—$139.86M541,3271.8%
Henry Schein Inc—$126.68M1,676,1021.7%
WEX Inc—$115.30M773,9081.5%
Centene Corp—$101.21M2,459,4711.3%
LKQ Corp—$96.87M3,207,5071.3%
Concentrix Corp—$49.55M1,191,7020.6%
iShares Russell 1000 Value ETF—$16.36M77,7770.2%
CROWN HOLDINGS, INC.—$7.53M73,1200.1%
Aptiv PLC—$7.45M97,9690.1%
NXP Semiconductors N.V.—$6.28M28,9500.1%
Grab Holdings Limited Class A—$3.77M755,4740.0%
Nintendo Co., Ltd. Unsponsored ADR—$3.53M209,1770.0%
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