LYRICAL ASSET MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMCR | 13.50M | $562.90M |
 | GEN | 8.15M | $221.54M |
 | FLEX | 7.54M | $455.41M |
 | FIS | 3.81M | $253.54M |
 | EBAY | 3.68M | $320.52M |
 | UBER | 3.52M | $287.53M |
 | JCI | 3.36M | $402.10M |
 | LKQ | 3.21M | $96.87M |
 | NRG | 3.01M | $478.93M |
 | AER | 2.78M | $400.03M |
 | NTAP | 2.60M | $278.73M |
 | SSNC | 2.52M | $220.57M |
 | CNC | 2.46M | $101.21M |
 | GPN | 1.82M | $140.62M |
 | HSIC | 1.68M | $126.68M |
 | EXPE | 1.60M | $452.46M |
 | ARW | 1.33M | $146.39M |
 | SNX | 1.22M | $183.34M |
 | CNXC | 1.19M | $49.55M |
 | FFIV | 987K | $251.89M |
Amcor plc
AMCR
Shares Held
13.50M
Value
$562.90M
Gen Digital Inc.
GEN
Shares Held
8.15M
Value
$221.54M
Flex Ltd.
FLEX
Shares Held
7.54M
Value
$455.41M
Fidelity National Information Services, Inc.
FIS
Shares Held
3.81M
Value
$253.54M
eBay Inc.
EBAY
Shares Held
3.68M
Value
$320.52M
Uber Technologies, Inc.
UBER
Shares Held
3.52M
Value
$287.53M
Johnson Controls International plc
JCI
Shares Held
3.36M
Value
$402.10M
LKQ Corporation
LKQ
Shares Held
3.21M
Value
$96.87M
NRG Energy, Inc.
NRG
Shares Held
3.01M
Value
$478.93M
AerCap Holdings N.V.
AER
Shares Held
2.78M
Value
$400.03M
NetApp, Inc.
NTAP
Shares Held
2.60M
Value
$278.73M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
2.52M
Value
$220.57M
Centene Corporation
CNC
Shares Held
2.46M
Value
$101.21M
Global Payments Inc.
GPN
Shares Held
1.82M
Value
$140.62M
Henry Schein, Inc.
HSIC
Shares Held
1.68M
Value
$126.68M
Expedia Group, Inc.
EXPE
Shares Held
1.60M
Value
$452.46M
Arrow Electronics, Inc.
ARW
Shares Held
1.33M
Value
$146.39M
TD SYNNEX Corporation
SNX
Shares Held
1.22M
Value
$183.34M
Concentrix Corporation
CNXC
Shares Held
1.19M
Value
$49.55M
F5, Inc.
FFIV
Shares Held
987K
Value
$251.89M