LYRICAL ASSET MANAGEMENT LP

Position in CPAY — Corpay, Inc.

CIK 1542302 NEW YORK, NY

Position in CPAY

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$180,022,709

-$23,316,895 QoQ

Shares Held

618,656

-8.4% QoQ

Ownership

0.947%

of shares outstanding

% of Portfolio

2.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 93.26184503181089.ToString("F0")% Shared 6.738154968189107.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

LYRICAL ASSET MANAGEMENT LP holds $979,375,553 across 5 Software - Infrastructure names. CPAY ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	947,361	$274,099,958
2	NTAP	NetApp, Inc.	2,527,356	$258,775,980
3	CPAY	Corpay, Inc. This page	618,656	$180,022,709
4	GEN	Gen Digital Inc.	7,967,247	$150,023,261
5	WEX	WEX Inc.	760,936	$116,453,645

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.