Lyrical Asset Management

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