LYRICAL ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMCR | 13.99M | $114.40M |
 | GEN | 8.54M | $242.59M |
 | FLEX | 8.15M | $472.48M |
 | FIS | 4.01M | $264.64M |
 | EBAY | 3.86M | $351.40M |
 | JCI | 3.53M | $388.55M |
 | LKQ | 3.45M | $105.22M |
 | NRG | 3.19M | $516.64M |
 | AER | 2.98M | $360.05M |
 | UBER | 2.82M | $275.89M |
 | NTAP | 2.77M | $327.56M |
 | CNC | 2.56M | $91.34M |
 | GPN | 1.93M | $160.74M |
 | HSIC | 1.76M | $116.83M |
 | EXPE | 1.69M | $360.81M |
 | ARW | 1.41M | $170.81M |
 | SNX | 1.29M | $211.28M |
 | CNXC | 1.28M | $58.99M |
 | LEA | 1.08M | $108.72M |
 | FFIV | 1.04M | $336.17M |
Amcor plc
AMCR
Shares Held
13.99M
Value
$114.40M
Gen Digital Inc.
GEN
Shares Held
8.54M
Value
$242.59M
Flex Ltd.
FLEX
Shares Held
8.15M
Value
$472.48M
Fidelity National Information Services, Inc.
FIS
Shares Held
4.01M
Value
$264.64M
eBay Inc.
EBAY
Shares Held
3.86M
Value
$351.40M
Johnson Controls International plc
JCI
Shares Held
3.53M
Value
$388.55M
LKQ Corporation
LKQ
Shares Held
3.45M
Value
$105.22M
NRG Energy, Inc.
NRG
Shares Held
3.19M
Value
$516.64M
AerCap Holdings N.V.
AER
Shares Held
2.98M
Value
$360.05M
Uber Technologies, Inc.
UBER
Shares Held
2.82M
Value
$275.89M
NetApp, Inc.
NTAP
Shares Held
2.77M
Value
$327.56M
Centene Corporation
CNC
Shares Held
2.56M
Value
$91.34M
Global Payments Inc.
GPN
Shares Held
1.93M
Value
$160.74M
Henry Schein, Inc.
HSIC
Shares Held
1.76M
Value
$116.83M
Expedia Group, Inc.
EXPE
Shares Held
1.69M
Value
$360.81M
Arrow Electronics, Inc.
ARW
Shares Held
1.41M
Value
$170.81M
TD SYNNEX Corporation
SNX
Shares Held
1.29M
Value
$211.28M
Concentrix Corporation
CNXC
Shares Held
1.28M
Value
$58.99M
Lear Corporation
LEA
Shares Held
1.08M
Value
$108.72M
F5, Inc.
FFIV
Shares Held
1.04M
Value
$336.17M