Stock Taper 
LYRICAL ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gen Digital Inc. | GEN | 7.98M | $198.71M |
 Flex Ltd. | FLEX | 4.64M | $751.2M |
 Fidelity National Information Services, Inc. | FIS | 3.66M | $142.46M |
 eBay Inc. | EBAY | 3.4M | $380.06M |
 Uber Technologies, Inc. | UBER | 3.26M | $235.23M |
 Johnson Controls International plc | JCI | 3M | $437.81M |
 LKQ Corporation | LKQ | 2.89M | $76.18M |
 NRG Energy, Inc. | NRG | 2.69M | $392.85M |
 AerCap Holdings N.V. | AER | 2.48M | $362.08M |
 NetApp, Inc. | NTAP | 2.47M | $381.61M |
 Centene Corp. | CNC | 2.45M | $157.26M |
 SS&C Technologies Holdings, Inc. | SSNC | 2.22M | $137.76M |
 Global Payments Inc. | GPN | 1.83M | $133.13M |
 Henry Schein, Inc. | HSIC | 1.47M | $122.55M |
 Expedia Group, Inc. | EXPE | 1.43M | $367.09M |
 Concentrix Corporation | CNXC | 1.39M | $31.06M |
 IQVIA Holdings Inc. | IQV | 1.26M | $243.44M |
 Arrow Electronics, Inc. | ARW | 1.24M | $264.23M |
 TD Synnex Corp | SNX | 1.16M | $309.37M |
 F5, Inc. | FFIV | 921.85K | $383.45M |