LYRICAL ASSET MANAGEMENT LP Q2 2020 Filing
Filed August 7, 2020
Portfolio Value
$5.1B
Holdings
32
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | A4SAmeriprise Financial, Inc. | 1,906,603 | $286.1B | 5637.58% | |
| 2 | DELLDell Technologies Inc Class C | 5,075,173 | $278.8B | 5494.96% | |
| 3 | URIUnited Rentals, Inc. | 1,856,107 | $276.6B | 5451.68% | |
| 4 | XPOXPO Logistics, Inc. | 3,178,459 | $245.5B | 4838.83% | |
| 5 | AVGOBroadcom Inc. | 764,222 | $241.2B | 4753.30% | |
| 6 | CECelanese Corporation | 2,745,952 | $237.1B | 4672.28% | |
| 7 | CCKCrown Holdings, Inc. | 3,469,182 | $225.9B | 4452.80% | |
| 8 | HCAHCA Healthcare Inc | 2,141,637 | $207.9B | 4096.48% | |
| 9 | WHRWhirlpool Corporation | 1,603,357 | $207.7B | 4092.85% | |
| 10 | WDCWestern Digital Corporation | 4,271,085 | $188.6B | 3716.15% | |
| 11 | LNCLincoln National Corporation | 4,788,268 | $176.2B | 3471.62% | |
| 12 | FLEXFlex Ltd. | 16,580,325 | $169.9B | 3349.20% | |
| 13 | AERAerCap Holdings NV | 5,199,232 | $160.1B | 3155.83% | |
| 14 | HN9Hanesbrands Inc. | 14,162,347 | $159.9B | 3151.04% | |
| 15 | SUSuncor Energy Inc. | 8,911,313 | $150.2B | 2960.91% | |
| 16 | LBTYBLiberty Global Plc Class C | 6,494,048 | $139.7B | 2752.84% | |
| 17 | EOGEOG Resources, Inc. | 2,746,764 | $139.2B | 2742.28% | |
| 18 | PWRQuanta Services, Inc. | 3,517,867 | $138.0B | 2719.71% | |
| 19 | SUXSYNNEX Corporation | 1,117,959 | $133.9B | 2638.75% | |
| 20 | BERYEURBerry Global Group Inc | 2,927,945 | $129.8B | 2557.34% | |
| 21 | NRANRG Energy, Inc. | 3,770,441 | $122.8B | 2419.37% | |
| 22 | QVCAUSDQurate Retail, Inc. Class A | 12,887,361 | $122.4B | 2412.75% | |
| 23 | AIZAssurant, Inc. | 1,185,153 | $122.4B | 2412.44% | |
| 24 | ARWArrow Electronics, Inc. | 1,769,393 | $121.5B | 2395.21% | |
| 25 | UNVREURUnivar Solutions, Inc. | 7,116,338 | $120.0B | 2364.49% | |
| 26 | ALAir Lease Corporation Class A | 3,543,721 | $103.8B | 2045.53% | |
| 27 | GRA1EURW R Grace & Co | 1,958,521 | $99.5B | 1961.10% | |
| 28 | ADNTAdient plc | 5,206,069 | $85.5B | 1684.65% | |
| 29 | BFHAlliance Data Systems Corporation | 1,756,896 | $79.3B | 1562.21% | |
| 30 | AMGAffiliated Managers Group, Inc. | 1,045,433 | $77.9B | 1536.12% | |
| 31 | VISNCommScope Holding Co., Inc. | 8,537,423 | $71.1B | 1401.52% | |
| 32 | OI*O-I Glass Inc | 6,205,525 | $55.7B | 1098.20% |