Lyrical Asset Management

Lyrical Asset Management as of Sept. 30, 2013

Portfolio Holdings for Lyrical Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fifth & Pac Cos 4.0 $34M 1.4M 25.13
Goodyear Tire & Rubber Company (GT) 3.5 $30M 1.3M 22.45
Western Digital (WDC) 3.4 $29M 451k 63.40
EOG Resources (EOG) 3.3 $28M 165k 169.28
Avis Budget (CAR) 3.2 $28M 955k 28.83
Ameriprise Financial (AMP) 3.2 $27M 301k 91.08
Jarden Corporation 3.2 $27M 559k 48.40
Aetna 3.2 $27M 420k 64.02
Raytheon Company 3.1 $27M 347k 77.07
Thermo Fisher Scientific (TMO) 3.1 $27M 289k 92.15
Avago Technologies 3.1 $27M 617k 43.08
Aercap Holdings Nv Ord Cmn (AER) 3.1 $26M 1.3M 19.46
Te Connectivity Ltd for (TEL) 3.1 $26M 505k 51.78
Western Union Company (WU) 3.1 $26M 1.4M 18.66
TRW Automotive Holdings 3.0 $25M 356k 71.31
Comcast Corp - Class A Cl A (CMCSA) 2.9 $25M 555k 45.12
Assurant (AIZ) 2.9 $25M 462k 54.10
Liberty Interactive Corp Cl A 2.9 $25M 1.1M 23.47
Eaton (ETN) 2.9 $25M 360k 68.84
National-Oilwell Var 2.9 $25M 314k 78.11
Celanese Corporation (CE) 2.8 $24M 449k 52.79
WellPoint 2.8 $24M 283k 83.61
CVS Caremark Corporation (CVS) 2.8 $24M 417k 56.75
AFLAC Incorporated (AFL) 2.8 $24M 381k 61.99
Mrc Global Inc cmn (MRC) 2.8 $24M 878k 26.80
Directv Cl A 2.7 $23M 389k 59.78
Nasdaq Omx (NDAQ) 2.7 $23M 703k 32.11
Suncor Energy (SU) 2.6 $22M 623k 35.78
AECOM Technology Corporation (ACM) 2.6 $22M 711k 31.27
Johnson Controls 2.6 $22M 531k 41.50
Willis Group Holdings 2.6 $22M 507k 43.33
Owens-Illinois 2.5 $22M 715k 30.02
Lexmark International Cl A 2.5 $21M 646k 33.00
Corning Incorporated (GLW) 2.1 $18M 1.3M 14.59