Lyrical Asset Management

Lyrical Asset Management as of Sept. 30, 2015

Portfolio Holdings for Lyrical Asset Management

Lyrical Asset Management holds 33 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avago Technologies 5.3 $223M 1.8M 123.13
Aetna 4.4 $184M 1.6M 114.78
Raytheon Company 3.9 $164M 1.4M 117.40
Anthem (ELV) 3.8 $158M 1.1M 139.15
Nasdaq Omx (NDAQ) 3.7 $157M 2.7M 57.89
Comcast Corporation Class A Cl A (CMCSA) 3.7 $155M 2.5M 62.62
Amtrust Financial Services 3.6 $151M 2.2M 68.22
Goodyear Tire & Rubber Company (GT) 3.6 $150M 4.6M 32.84
Celanese Corporation Class A Cl A (CE) 3.5 $146M 2.1M 71.05
Te Connectivity Ltd for (TEL) 3.4 $143M 2.2M 64.44
Aercap Holdings Nv Ord Cmn (AER) 3.4 $143M 3.4M 41.50
AFLAC Incorporated (AFL) 3.2 $135M 2.1M 63.75
Ameriprise Financial (AMP) 3.2 $134M 1.2M 115.36
Assurant (AIZ) 3.2 $133M 1.6M 81.53
Liberty Interactive Corporation Class A Cl A 3.1 $132M 4.8M 27.37
Western Union Company (WU) 3.1 $131M 6.8M 19.25
Avis Budget (CAR) 3.0 $126M 2.5M 49.94
EOG Resources (EOG) 3.0 $125M 1.5M 85.85
Johnson Controls 3.0 $125M 2.8M 45.18
Corning Incorporated (GLW) 2.9 $123M 6.6M 18.60
Symantec Corporation 2.8 $118M 5.7M 20.60
Willis Group Holdings 2.7 $115M 2.6M 44.61
Suncor Energy (SU) 2.7 $115M 3.9M 29.73
Tenne 2.6 $110M 1.9M 56.59
Hertz Global Holdings 2.6 $108M 5.5M 19.50
Eaton (ETN) 2.5 $107M 1.9M 55.91
Western Digital (WDC) 2.5 $105M 1.6M 66.82
NCR Corporation (VYX) 2.3 $98M 3.7M 26.60
AECOM Technology Corporation (ACM) 2.2 $94M 3.2M 29.47
Owens-Illinois 1.9 $80M 3.7M 21.55
Lexmark International, Inc. Class A Cl A 1.9 $80M 2.5M 32.49
National-Oilwell Var 1.9 $79M 2.1M 37.64
Mrc Global Inc cmn (MRC) 1.3 $57M 4.8M 11.90