LYRICAL ASSET MANAGEMENT LP

Position in CPAY — Corpay, Inc.

CIK 1542302 NEW YORK, NY

Position in CPAY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$197,423,149

+$17,400,440 QoQ

Shares Held

592,382

-4.2% QoQ

Ownership

0.902%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#22

of 731 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 93% Shared 7% None 0%

Technology · as of Jun 30, 2026

LYRICAL ASSET MANAGEMENT LP holds $1,269,907,801 across 5 Software - Infrastructure names. CPAY ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	921,848	$383,451,894
2	NTAP	NetApp, Inc.	2,465,831	$381,612,005
3	GEN	Gen Digital Inc.	7,983,428	$198,707,522
4	CPAY	Corpay, Inc. This page	592,382	$197,423,149
5	WEX	WEX Inc.	770,524	$108,713,231

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,423,149	592,382	-4.2%	Shares	Sole	2026-08-12
2026-03-31	$180,022,709	618,656	-8.4%	Shares	Sole	2026-05-11
2025-12-31	$203,339,604	675,704	-4.3%	Shares	Sole	2026-02-11
2025-09-30	$203,339,537	705,893	+9.7%	Shares	Sole	2025-11-12
2025-06-30	$213,615,097	643,768	-11.0%	Shares	Sole	2025-08-12
2025-03-31	$252,158,037	723,096	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$250,301,861	739,619	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$230,875,053	738,186	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.