LYRICAL ASSET MANAGEMENT LP Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$6.6B
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | A4SAmeriprise Financial, Inc. | 787,360 | $381.2B | 5790.77% | |
| 2 | URIUnited Rentals, Inc. | 570,326 | $357.4B | 5430.02% | |
| 3 | NRANRG Energy, Inc. | 3,568,181 | $340.6B | 5174.72% | |
| 4 | AERAerCap Holdings NV | 3,040,978 | $310.7B | 4720.15% | |
| 5 | FISFidelity National Information Services, Inc. | 4,062,447 | $303.4B | 4609.05% | |
| 6 | JCIJohnson Controls International plc | 3,765,411 | $301.6B | 4582.66% | |
| 7 | EXPEExpedia Group, Inc. | 1,730,926 | $291.0B | 4420.44% | |
| 8 | SUSuncor Energy Inc. | 5,212,452 | $290.4B | 4412.37% | |
| 9 | FLEXFlex Ltd | 8,605,069 | $284.7B | 4324.53% | |
| 10 | FFIVF5, Inc. | 1,066,101 | $283.9B | 4312.60% | |
| 11 | EBAeBay Inc. | 3,989,883 | $270.2B | 4105.44% | |
| 12 | HCAHCA Healthcare Inc | 763,468 | $263.8B | 4007.94% | |
| 13 | CICigna Group | 800,287 | $263.3B | 4000.01% | |
| 14 | CPAYCorpay, Inc. | 723,096 | $252.2B | 3830.82% | |
| 15 | GENGen Digital Inc. | 8,538,034 | $226.6B | 3442.53% | |
| 16 | UBERUber Technologies, Inc. | 3,047,128 | $222.0B | 3372.86% | |
| 17 | GPNGlobal Payments Inc. | 1,817,968 | $178.0B | 2704.44% | |
| 18 | PRIPrimerica, Inc. | 580,658 | $165.2B | 2509.96% | |
| 19 | AIZAssurant, Inc. | 715,406 | $150.1B | 2279.68% | |
| 20 | ARWArrow Electronics, Inc. | 1,432,740 | $148.8B | 2260.00% | |
| 21 | LADLithia Motors, Inc. | 503,038 | $147.7B | 2243.30% | |
| 22 | CNCCentene Corporation | 2,236,350 | $135.8B | 2062.62% | |
| 23 | SUXTD SYNNEX Corporation | 1,270,865 | $132.1B | 2007.17% | |
| 24 | WEXWEX Inc. | 826,188 | $129.7B | 1970.85% | |
| 25 | HSICHenry Schein, Inc. | 1,801,661 | $123.4B | 1874.65% | |
| 26 | BERYEURBerry Global Group Inc | 1,740,988 | $121.5B | 1846.43% | |
| 27 | WCCWESCO International, Inc. | 691,589 | $107.4B | 1631.69% | |
| 28 | AMGAffiliated Managers Group, Inc. | 606,249 | $101.9B | 1547.59% | |
| 29 | LEALear Corporation | 1,060,216 | $93.5B | 1420.96% | |
| 30 | ALAir Lease Corporation Class A | 1,924,507 | $93.0B | 1412.46% | |
| 31 | CNXCConcentrix Corporation | 1,254,707 | $69.8B | 1060.59% | |
| 32 | ADNTAdient plc | 1,015,010 | $13.1B | 198.30% | |
| 33 | CNHICNH Industrial NV | 632,485 | $7.8B | 118.00% | |
| 34 | CCKCrown Holdings, Inc. | 62,894 | $5.6B | 85.29% | |
| 35 | NXPINXP Semiconductors NV | 26,327 | $5.0B | 76.02% | |
| 36 | APTVAptiv PLC | 83,345 | $5.0B | 75.34% | |
| 37 | NTDOYNintendo Co., Ltd. Unsponsored ADR | 219,520 | $3.8B | 57.26% | |
| 38 | AMCRAmcor PLC | 139,100 | $1.3B | 20.50% |