LYRICAL ASSET MANAGEMENT LP: 13F holdings
CIK 15423022026Q2
| Positions | 41 |
|---|
| Reported value | $7.9bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 41 (+2 vs prior quarter) |
|---|
| Reported value | $7.9bn (+20.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| Flex Ltd | 4,635,010 | $751.2m | 9.5% |
| Johnson Controls International plc | 2,996,423 | $437.8m | 5.6% |
| NRG NRG Energy, Inc. | 2,689,623 | $392.8m | 5.0% |
| FFIV F5, Inc. | 921,848 | $383.5m | 4.9% |
| NTAP NetApp, Inc. | 2,465,831 | $381.6m | 4.8% |
| EBAY eBay Inc. | 3,400,987 | $380.1m | 4.8% |
| EXPE Expedia Group, Inc. | 1,434,628 | $367.1m | 4.7% |
| AerCap Holdings NV | 2,483,729 | $362.1m | 4.6% |
| SNX TD SYNNEX Corporation | 1,157,217 | $309.4m | 3.9% |
| AMP Ameriprise Financial, Inc. | 650,835 | $298.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1542302")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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