Lyrical Asset Management

Lyrical Asset Management as of Sept. 30, 2014

Portfolio Holdings for Lyrical Asset Management

Lyrical Asset Management holds 34 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avago Technologies 4.7 $119M 1.4M 87.00
Aercap Holdings Nv Ord Cmn (AER) 3.8 $96M 2.4M 40.90
Western Digital (WDC) 3.7 $96M 984k 97.32
Avis Budget (CAR) 3.6 $92M 1.7M 54.89
WellPoint 3.6 $92M 771k 119.62
Raytheon Company 3.5 $90M 884k 101.62
Ameriprise Financial (AMP) 3.5 $90M 727k 123.38
CVS Health Corp Cl A (CVS) 3.4 $87M 1.1M 79.59
Aetna 3.4 $87M 1.1M 81.00
Comcast Corporation (CMCSA) 3.2 $81M 1.5M 53.78
EOG Resources (EOG) 3.2 $81M 819k 99.02
Liberty Interactive Corporation Class A Cl A 3.1 $81M 2.8M 28.52
Symantec Corporation 3.1 $80M 3.4M 23.51
National-Oilwell Var 3.0 $76M 1.0M 76.10
Hertz Global Holdings 2.9 $75M 3.0M 25.39
Jarden Corporation 2.9 $75M 1.2M 60.11
Te Connectivity Ltd for (TEL) 2.9 $75M 1.3M 55.29
Corning Incorporated (GLW) 2.9 $74M 3.8M 19.34
Nasdaq Omx (NDAQ) 2.8 $73M 1.7M 42.42
Celanese Corporation Class A Cl A (CE) 2.8 $71M 1.2M 58.52
Suncor Energy (SU) 2.8 $71M 2.0M 36.15
NCR Corporation (VYX) 2.7 $70M 2.1M 33.41
AFLAC Incorporated (AFL) 2.7 $69M 1.2M 58.25
Johnson Controls 2.7 $69M 1.6M 44.00
Eaton (ETN) 2.6 $66M 1.0M 63.37
Western Union Company (WU) 2.5 $65M 4.1M 16.04
Goodyear Tire & Rubber Company (GT) 2.5 $64M 2.8M 22.59
Assurant (AIZ) 2.5 $64M 998k 64.30
Willis Group Holdings 2.4 $61M 1.5M 41.40
Lexmark International, Inc. Class A Cl A 2.3 $60M 1.4M 42.50
AECOM Technology Corporation (ACM) 2.3 $59M 1.8M 33.75
Amtrust Financial Services 2.3 $58M 1.5M 39.82
Owens-Illinois 1.9 $49M 1.9M 26.05
Mrc Global Inc cmn (MRC) 1.8 $47M 2.0M 23.32