Lyrical Asset Management

Lyrical Asset Management as of June 30, 2013

Portfolio Holdings for Lyrical Asset Management

Lyrical Asset Management holds 34 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fifth & Pac Cos 4.2 $26M 1.2M 22.34
Western Digital (WDC) 3.7 $23M 371k 62.09
Avis Budget (CAR) 3.7 $23M 782k 28.75
Aetna 3.5 $22M 338k 63.54
Thermo Fisher Scientific (TMO) 3.2 $20M 231k 84.63
Ameriprise Financial (AMP) 3.2 $20M 242k 80.88
Jarden Corporation 3.2 $20M 447k 43.75
Liberty Interactive Corp Cl A 3.1 $19M 840k 23.01
Western Union Company (WU) 3.1 $19M 1.1M 17.11
CVS Caremark Corporation (CVS) 3.1 $19M 329k 57.18
Mrc Global Inc cmn (MRC) 3.0 $19M 679k 27.62
TRW Automotive Holdings 3.0 $19M 282k 66.44
Assurant (AIZ) 3.0 $19M 366k 50.91
Directv Cl A 3.0 $19M 302k 61.62
Eaton (ETN) 3.0 $19M 282k 65.81
Aercap Holdings Nv Ord Cmn (AER) 3.0 $19M 1.1M 17.46
Raytheon Company 3.0 $18M 277k 66.12
Te Connectivity Ltd for (TEL) 3.0 $18M 402k 45.54
Comcast Corp - Class A Cl A (CMCSA) 3.0 $18M 434k 41.88
WellPoint 2.9 $18M 222k 81.84
Avago Technologies 2.9 $18M 480k 37.38
Nasdaq Omx (NDAQ) 2.9 $18M 539k 32.79
EOG Resources (EOG) 2.8 $17M 132k 131.68
AECOM Technology Corporation (ACM) 2.8 $17M 540k 31.79
AFLAC Incorporated (AFL) 2.8 $17M 293k 58.12
National-Oilwell Var 2.7 $17M 243k 68.90
Goodyear Tire & Rubber Company (GT) 2.6 $16M 1.1M 15.29
Willis Group Holdings 2.5 $16M 383k 40.78
Celanese Corporation (CE) 2.5 $15M 343k 44.80
Lexmark International Cl A 2.5 $15M 497k 30.57
Owens-Illinois 2.4 $15M 538k 27.79
Johnson Controls 2.3 $14M 401k 35.79
Suncor Energy (SU) 2.2 $14M 465k 29.49
Corning Incorporated (GLW) 2.1 $13M 887k 14.23