LYRICAL ASSET MANAGEMENT LP — 13F holdings

LYRICAL ASSET MANAGEMENT LP reported 41 holdings worth $7.88B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. FLEX FLEX LTD — $751M (9.5%)
2. JCI JOHNSON CTLS INTL PLC — $438M (5.6%)
3. NRG NRG Energy Inc — $393M (5.0%)
4. FFIV F5 INC — $383M (4.9%)
5. NTAP NETAPP INC — $382M (4.8%)
6. EBAY EBAY INC. — $380M (4.8%)
7. EXPE EXPEDIA GROUP INC — $367M (4.7%)
8. AER AERCAP HOLDINGS NV — $362M (4.6%)
9. SNX TD SYNNEX CORPORATION — $309M (3.9%)
10. AMP AMERIPRISE FINL INC — $299M (3.8%)