Lyrical Asset Management as of Dec. 31, 2012
Portfolio Holdings for Lyrical Asset Management
Lyrical Asset Management holds 34 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wyndham Worldwide Corporation | 3.6 | $13M | 237k | 53.21 | |
| Flowserve Corporation (FLS) | 3.5 | $12M | 84k | 146.81 | |
| Liberty Media | 3.5 | $12M | 624k | 19.68 | |
| Avis Budget (CAR) | 3.5 | $12M | 620k | 19.82 | |
| Western Digital (WDC) | 3.4 | $12M | 283k | 42.49 | |
| Newell Rubbermaid (NWL) | 3.4 | $12M | 533k | 22.27 | |
| CVS Caremark Corporation (CVS) | 3.4 | $12M | 242k | 48.35 | |
| Jarden Corporation | 3.4 | $12M | 226k | 51.70 | |
| Aetna | 3.3 | $12M | 251k | 46.30 | |
| Fifth & Pac Cos | 3.3 | $12M | 925k | 12.45 | |
| EOG Resources (EOG) | 3.3 | $12M | 95k | 120.79 | |
| Raytheon Company | 3.3 | $11M | 198k | 57.56 | |
| Ameriprise Financial (AMP) | 3.2 | $11M | 180k | 62.63 | |
| Eaton (ETN) | 3.2 | $11M | 207k | 54.20 | |
| Comcast Corporation (CMCSA) | 3.1 | $11M | 294k | 37.38 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $11M | 172k | 63.78 | |
| Directv | 3.1 | $11M | 219k | 50.16 | |
| Te Connectivity Ltd for (TEL) | 3.1 | $11M | 291k | 37.12 | |
| AFLAC Incorporated (AFL) | 3.1 | $11M | 202k | 53.12 | |
| Celanese Corporation (CE) | 3.0 | $11M | 239k | 44.53 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.0 | $11M | 770k | 13.72 | |
| Suncor Energy (SU) | 2.9 | $10M | 308k | 32.98 | |
| Goodyear Tire & Rubber Company (GT) | 2.8 | $9.7M | 703k | 13.81 | |
| Lender Processing Services | 2.7 | $9.4M | 384k | 24.62 | |
| AECOM Technology Corporation (ACM) | 2.7 | $9.3M | 392k | 23.80 | |
| WellPoint | 2.6 | $9.3M | 152k | 60.92 | |
| Assurant (AIZ) | 2.6 | $9.1M | 263k | 34.70 | |
| Willis Group Holdings | 2.5 | $8.7M | 260k | 33.53 | |
| Johnson Controls | 2.3 | $8.1M | 265k | 30.70 | |
| Owens-Illinois | 2.2 | $7.7M | 361k | 21.27 | |
| Lexmark International | 2.1 | $7.4M | 318k | 23.19 | |
| Corning Incorporated (GLW) | 1.9 | $6.7M | 528k | 12.62 | |
| Dell | 1.9 | $6.5M | 643k | 10.13 | |
| J.C. Penney Company | 1.7 | $5.8M | 293k | 19.71 |
