LYRICAL ASSET MANAGEMENT LP Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$5.5B
Holdings
33
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DELLDell Technologies Inc Class C | 4,942,626 | $334.6B | 6078.98% | |
| 2 | URIUnited Rentals, Inc. | 1,808,457 | $315.6B | 5733.94% | |
| 3 | WHRWhirlpool Corporation | 1,565,647 | $287.9B | 5231.20% | |
| 4 | CECelanese Corporation | 2,678,148 | $287.8B | 5228.66% | |
| 5 | A4SAmeriprise Financial, Inc. | 1,861,040 | $286.8B | 5211.18% | |
| 6 | AVGOBroadcom Inc. | 747,701 | $272.4B | 4949.50% | |
| 7 | XPOXPO Logistics, Inc. | 3,103,831 | $262.8B | 4774.47% | |
| 8 | CCKCrown Holdings, Inc. | 3,405,471 | $261.7B | 4755.84% | |
| 9 | HCAHCA Healthcare Inc | 2,089,352 | $260.5B | 4733.22% | |
| 10 | HN9Hanesbrands Inc. | 13,967,620 | $220.0B | 3997.16% | |
| 11 | FLEXFlex Ltd. | 16,374,754 | $182.4B | 3314.44% | |
| 12 | PWRQuanta Services, Inc. | 3,358,196 | $177.5B | 3225.39% | |
| 13 | CNCCentene Corporation | 2,815,099 | $164.2B | 2983.56% | |
| 14 | WDCWestern Digital Corporation | 4,210,587 | $153.9B | 2796.27% | |
| 15 | SUXSYNNEX Corporation | 1,067,487 | $149.5B | 2716.60% | |
| 16 | LNCLincoln National Corporation | 4,701,623 | $147.3B | 2676.44% | |
| 17 | AIZAssurant, Inc. | 1,131,040 | $137.2B | 2493.00% | |
| 18 | BERYEURBerry Global Group Inc | 2,793,148 | $135.0B | 2452.28% | |
| 19 | ARWArrow Electronics, Inc. | 1,690,514 | $133.0B | 2416.14% | |
| 20 | AERAerCap Holdings NV | 5,142,803 | $129.5B | 2353.84% | |
| 21 | LBTYBLiberty Global Plc Class C | 6,190,465 | $127.1B | 2309.76% | |
| 22 | UNVREURUnivar Solutions, Inc. | 6,823,887 | $115.2B | 2092.92% | |
| 23 | NRANRG Energy, Inc. | 3,601,666 | $110.7B | 2011.66% | |
| 24 | SUSuncor Energy Inc. | 8,817,433 | $107.8B | 1959.37% | |
| 25 | ALAir Lease Corporation Class A | 3,388,502 | $99.7B | 1811.34% | |
| 26 | EOGEOG Resources, Inc. | 2,739,021 | $98.4B | 1788.63% | |
| 27 | QVCAUSDQurate Retail, Inc. Class A | 12,845,611 | $92.2B | 1675.81% | |
| 28 | ADNTAdient plc | 5,312,276 | $92.1B | 1672.74% | |
| 29 | VISNCommScope Holding Co., Inc. | 8,720,039 | $78.5B | 1425.96% | |
| 30 | GRA1EURW R Grace & Co | 1,882,234 | $75.8B | 1377.90% | |
| 31 | BFHAlliance Data Systems Corporation | 1,783,377 | $74.9B | 1360.30% | |
| 32 | AMGAffiliated Managers Group, Inc. | 999,524 | $68.3B | 1241.85% | |
| 33 | OI*O-I Glass Inc | 5,974,774 | $63.3B | 1149.65% |