LYRICAL ASSET MANAGEMENT LP
Top Portfolio Positions
37 positions ·
$6,553,176,877 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FLEX |
Flex Ltd.
Technology
|
6,960,981 | $455,665,816 | 6.95% | |
| JCI |
Johnson Controls International plc
Industrials
|
3,146,555 | $412,041,377 | 6.29% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
2,784,268 | $406,892,925 | 6.21% | |
| AER |
AerCap Holdings N.V.
Industrials
|
2,601,851 | $356,921,920 | 5.45% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
1,489,983 | $344,022,174 | 5.25% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
3,492,629 | $317,899,091 | 4.85% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
668,645 | $316,429,559 | 4.83% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
668,303 | $296,993,853 | 4.53% | |
| FFIV |
F5, Inc.
Technology
|
947,361 | $274,099,958 | 4.18% | |
| NTAP |
NetApp, Inc.
Technology
|
2,527,356 | $258,775,980 | 3.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EBAY
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,899,091 | 3,492,629 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $320,524,428 | 3,679,959 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $351,399,149 | 3,863,652 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $273,360,455 | 3,671,239 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $270,234,775 | 3,989,883 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $250,088,061 | 4,036,934 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $259,693,318 | 3,988,532 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,410,095 | 4,121,558 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $219,936,371 | 4,167,040 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $170,349,229 | 3,905,301 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $169,313,051 | 3,840,169 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $168,871,309 | 3,778,727 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $174,958,097 | 3,943,162 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $166,231,002 | 4,008,464 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $154,445,447 | 4,195,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $192,016,068 | 4,608,017 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $273,690,202 | 4,779,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $309,361,258 | 4,652,049 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $349,617,297 | 5,018,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $363,366,870 | 5,175,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $334,296,115 | 5,458,787 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||