LYRICAL ASSET MANAGEMENT LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$7.1B
Holdings
33
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBroadcom Limited | 1,917,001 | $446.8B | 6292.28% | |
| 2 | —Aetna Inc. | 2,166,804 | $329.0B | 4633.55% | |
| 3 | ELVAnthem, Inc. | 1,642,532 | $309.0B | 4352.20% | |
| 4 | GLWCorning Inc | 10,124,539 | $304.2B | 4285.05% | |
| 5 | LNCLincoln National Corporation | 4,169,737 | $281.8B | 3968.84% | |
| 6 | CECelanese Corporation Class A | 2,938,484 | $279.0B | 3929.25% | |
| 7 | WDCWestern Digital Corporation | 3,084,304 | $273.3B | 3848.81% | |
| 8 | TELTE Connectivity Ltd. | 3,453,061 | $271.7B | 3826.53% | |
| 9 | AFLAflac Incorporated | 3,362,992 | $261.2B | 3679.35% | |
| 10 | ETNEaton Corp. Plc | 3,321,616 | $258.5B | 3641.10% | |
| 11 | A4SAmeriprise Financial, Inc. | 1,990,107 | $253.3B | 3567.86% | |
| 12 | WHRWhirlpool Corporation | 1,224,541 | $234.6B | 3304.85% | |
| 13 | JCIJohnson Controls International plc | 5,262,697 | $228.2B | 3213.92% | |
| 14 | EOGEOG Resources, Inc. | 2,515,164 | $227.7B | 3206.62% | |
| 15 | GTGoodyear Tire & Rubber Company | 6,472,867 | $226.3B | 3187.16% | |
| 16 | AERAerCap Holdings NV | 4,861,408 | $225.7B | 3179.05% | |
| 17 | —Liberty Interactive Corporation QVC Group Class A | 8,744,742 | $214.6B | 3022.44% | |
| 18 | WTWWillis Towers Watson Public Limited Company | 1,464,422 | $213.0B | 3000.18% | |
| 19 | SUSuncor Energy Inc. | 7,162,072 | $209.1B | 2945.50% | |
| 20 | FLEXFlex Ltd. | 12,436,336 | $202.8B | 2856.83% | |
| 21 | W3UWestern Union Company | 10,433,532 | $198.8B | 2799.39% | |
| 22 | AIZAssurant, Inc. | 1,833,937 | $190.2B | 2678.29% | |
| 23 | AMGAffiliated Managers Group Inc. | 1,108,054 | $183.8B | 2588.45% | |
| 24 | VYXNCR Corporation | 4,309,816 | $176.0B | 2479.03% | |
| 25 | VISNCommScope Holding Co., Inc. | 4,484,298 | $170.5B | 2401.92% | |
| 26 | —Microsemi Corporation | 3,173,309 | $148.5B | 2091.68% | |
| 27 | NOVEURNational Oilwell Varco, Inc. | 4,234,618 | $139.5B | 1964.60% | |
| 28 | —ARRIS International Plc | 4,836,233 | $135.5B | 1908.58% | |
| 29 | TEN1Tenneco Inc. | 2,274,201 | $131.5B | 1852.33% | |
| 30 | ACMAECOM | 4,052,672 | $131.0B | 1845.37% | |
| 31 | OIEUROwens-Illinois, Inc. | 5,153,582 | $123.3B | 1736.23% | |
| 32 | CUCAAvis Budget Group, Inc. | 3,304,287 | $90.1B | 1269.11% | |
| 33 | —Hertz Global Holdings, Inc. | 2,739,009 | $31.5B | 443.64% |