LYRICAL ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEN | 7.97M | $150.02M |
 | FLEX | 6.96M | $455.67M |
 | FIS | 3.66M | $171.92M |
 | EBAY | 3.49M | $317.90M |
 | UBER | 3.32M | $238.54M |
 | JCI | 3.15M | $412.04M |
 | LKQ | 3.05M | $89.57M |
 | NRG | 2.78M | $406.89M |
 | AER | 2.60M | $356.92M |
 | CNC | 2.53M | $82.92M |
 | NTAP | 2.53M | $258.78M |
 | SSNC | 2.32M | $156.57M |
 | GPN | 1.83M | $122.91M |
 | HSIC | 1.54M | $113.83M |
 | EXPE | 1.49M | $344.02M |
 | ARW | 1.27M | $182.13M |
 | CNXC | 1.19M | $32.69M |
 | SNX | 1.18M | $198.51M |
 | GRAB | 1.06M | $3.89M |
 | FFIV | 947K | $274.10M |
Gen Digital Inc.
GEN
Shares Held
7.97M
Value
$150.02M
Flex Ltd.
FLEX
Shares Held
6.96M
Value
$455.67M
Fidelity National Information Services, Inc.
FIS
Shares Held
3.66M
Value
$171.92M
eBay Inc.
EBAY
Shares Held
3.49M
Value
$317.90M
Uber Technologies, Inc.
UBER
Shares Held
3.32M
Value
$238.54M
Johnson Controls International plc
JCI
Shares Held
3.15M
Value
$412.04M
LKQ Corporation
LKQ
Shares Held
3.05M
Value
$89.57M
NRG Energy, Inc.
NRG
Shares Held
2.78M
Value
$406.89M
AerCap Holdings N.V.
AER
Shares Held
2.60M
Value
$356.92M
Centene Corp.
CNC
Shares Held
2.53M
Value
$82.92M
NetApp, Inc.
NTAP
Shares Held
2.53M
Value
$258.78M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
2.32M
Value
$156.57M
Global Payments Inc.
GPN
Shares Held
1.83M
Value
$122.91M
Henry Schein, Inc.
HSIC
Shares Held
1.54M
Value
$113.83M
Expedia Group, Inc.
EXPE
Shares Held
1.49M
Value
$344.02M
Arrow Electronics, Inc.
ARW
Shares Held
1.27M
Value
$182.13M
Concentrix Corporation
CNXC
Shares Held
1.19M
Value
$32.69M
TD Synnex Corp
SNX
Shares Held
1.18M
Value
$198.51M
Grab Holdings Limited
GRAB
Shares Held
1.06M
Value
$3.89M
F5, Inc.
FFIV
Shares Held
947K
Value
$274.10M