Lyrical Asset Management

Lyrical Asset Management as of June 30, 2014

Portfolio Holdings for Lyrical Asset Management

Lyrical Asset Management holds 34 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aercap Holdings Nv Ord Cmn (AER) 4.2 $97M 2.1M 45.80
Avis Budget (CAR) 4.0 $92M 1.5M 59.69
Avago Technologies 3.8 $87M 1.2M 72.07
EOG Resources (EOG) 3.5 $81M 695k 116.86
Western Digital (WDC) 3.5 $80M 862k 92.30
Ameriprise Financial (AMP) 3.2 $74M 620k 120.00
Aetna 3.2 $74M 910k 81.08
WellPoint 3.1 $71M 656k 107.61
Te Connectivity Ltd for (TEL) 3.1 $70M 1.1M 61.84
Hertz Global Holdings 3.1 $70M 2.5M 28.03
CVS Caremark Corporation (CVS) 3.0 $70M 925k 75.37
Corning Incorporated (GLW) 3.0 $69M 3.2M 21.95
National-Oilwell Var 3.0 $69M 839k 82.35
Suncor Energy (SU) 3.0 $69M 1.6M 42.63
Liberty Interactive Corporation Class A Cl A 3.0 $69M 2.3M 29.36
TRW Automotive Holdings 3.0 $69M 765k 89.52
Goodyear Tire & Rubber Company (GT) 3.0 $68M 2.5M 27.78
Raytheon Company 3.0 $68M 739k 92.25
Comcast Corporation Class A Cl A (CMCSA) 3.0 $68M 1.3M 53.68
Celanese Corporation Class A Cl A (CE) 2.9 $66M 1.0M 64.28
Eaton (ETN) 2.9 $66M 852k 77.18
Symantec Corporation 2.8 $65M 2.8M 22.90
Johnson Controls 2.8 $64M 1.3M 49.93
Jarden Corporation 2.8 $64M 1.1M 59.35
Lexmark International, Inc. Class A Cl A 2.7 $62M 1.3M 48.16
AFLAC Incorporated (AFL) 2.6 $60M 964k 62.25
Western Union Company (WU) 2.6 $59M 3.4M 17.34
Nasdaq Omx (NDAQ) 2.5 $57M 1.5M 38.62
Assurant (AIZ) 2.5 $57M 865k 65.55
Owens-Illinois 2.4 $54M 1.6M 34.64
Willis Group Holdings 2.3 $53M 1.2M 43.30
Amtrust Financial Services 2.3 $53M 1.3M 41.81
AECOM Technology Corporation (ACM) 2.2 $49M 1.5M 32.20
Mrc Global Inc cmn (MRC) 2.1 $49M 1.7M 28.29