LYRICAL ASSET MANAGEMENT LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$7.7B
Holdings
33
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (33 positions)
| Stock | Value |
|---|---|
AVGOBroadcom Limited | $468.8M |
—Aetna Inc. | $353.2M |
ELVAnthem, Inc. | $321.2M |
LNCLincoln National Corporation | $316.5M |
CECelanese Corporation Class A | $315.5M |
GLWCorning Inc | $313.0M |
A4SAmeriprise Financial, Inc. | $306.2M |
TELTE Connectivity Ltd. | $297.5M |
AFLAflac Incorporated | $284.7M |
WDCWestern Digital Corporation | $276.9M |
ETNEaton Corp. Plc | $266.4M |
SUSuncor Energy Inc. | $263.9M |
AERAerCap Holdings NV | $257.7M |
EOGEOG Resources, Inc. | $255.7M |
WHRWhirlpool Corporation | $238.1M |
WTWWillis Towers Watson Public Limited Company | $230.8M |
GTGoodyear Tire & Rubber Company | $225.0M |
JCIJohnson Controls International plc | $224.0M |
—Liberty Interactive Corporation QVC Group Class A | $217.7M |
FLEXFlex Ltd. | $216.2M |
AMGAffiliated Managers Group Inc. | $214.0M |
W3UWestern Union Company | $210.7M |
AIZAssurant, Inc. | $177.5M |
—Microsemi Corporation | $166.6M |
VYXNCR Corporation | $164.7M |
NOVEURNational Oilwell Varco, Inc. | $158.1M |
ACMAECOM | $153.2M |
VISNCommScope Holding Co., Inc. | $152.5M |
—ARRIS International Plc | $141.5M |
TEN1Tenneco Inc. | $141.4M |
OIEUROwens-Illinois, Inc. | $133.9M |
CUCAAvis Budget Group, Inc. | $130.1M |
—Hertz Global Holdings, Inc. | $68.3M |