LYRICAL ASSET MANAGEMENT LP
LYRICAL ASSET MANAGEMENT LP reported 41 positions worth $7.88B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: FLEX (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FLEX | SH | $751.2M | 9.53% | 4,635,010 | — | — | |
| ▸ 2 | JCI | SH | $437.8M | 5.55% | 2,996,423 | — | — | |
| ▸ 3 | NRG | SH | $392.8M | 4.98% | 2,689,623 | — | — | |
| ▸ 4 | FFIV | SH | $383.5M | 4.86% | 921,848 | — | — | |
| ▸ 5 | NTAP | SH | $381.6M | 4.84% | 2,465,831 | — | — | |
| ▸ 6 | EBAY | SH | $380.1M | 4.82% | 3,400,987 | — | — | |
| ▸ 7 | EXPE | SH | $367.1M | 4.66% | 1,434,628 | — | — | |
| ▸ 8 | AER | SH | $362.1M | 4.59% | 2,483,729 | — | — | |
| ▸ 9 | SNX | SH | $309.4M | 3.92% | 1,157,217 | — | — | |
| ▸ 10 | AMP | SH | $298.6M | 3.79% | 650,835 | — | — |
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Frequently Asked Questions
What stocks does LYRICAL ASSET MANAGEMENT LP hold as of Q2 2026?
LYRICAL ASSET MANAGEMENT LP reported 41 positions worth $7.88B in its Q2 2026 13F filing. Largest positions: FLEX (9.5%), JCI (5.6%), NRG (5.0%), FFIV (4.9%) and NTAP (4.8%).
What did LYRICAL ASSET MANAGEMENT LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LYRICAL ASSET MANAGEMENT LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.