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Equibles

LYRICAL ASSET MANAGEMENT LP

Position in FLEX — Flex Ltd.

CIK 1542302 NEW YORK, NY
Back to FLEX Full portfolio

Position in FLEX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$751,196,070
+$295,530,254 QoQ
Shares Held
4,635,010
-33.4% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
9.53%
of 13F equity value
Holder Rank
#14
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 78% Shared 22% None 0%

Common Shares in FLEX Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

LYRICAL ASSET MANAGEMENT LP holds $751,196,070 across 1 Electronic Components name. FLEX ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FLEX
Flex Ltd.
This page 		4,635,010 $751,196,070

All Filings in FLEX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $751,196,070 4,635,010
2026-03-31 $455,665,816 6,960,981
2025-12-31 $455,408,378 7,537,378
2025-09-30 $472,483,789 8,150,488
2025-06-30 $397,980,510 7,972,366
2025-03-31 $284,655,682 8,605,069
2024-12-31 $335,283,364 8,733,612
2024-09-30 $295,531,697 8,840,314
2024-06-30 $273,281,854 9,266,933
2024-03-31 $271,834,653 9,501,386
2023-12-31 $287,632,256 9,442,963
2023-09-30 $266,627,722 9,882,409
2023-06-30 $273,513,228 9,895,576
2023-03-31 $237,498,341 10,321,506
2022-12-31 $231,977,218 10,809,760
2022-09-30 $188,285,287 11,301,669
2022-06-30 $187,130,141 12,932,278
2022-03-31 $254,995,928 13,746,411
2021-12-31 $248,985,975 13,583,535
2021-09-30 $256,575,177 14,512,155
2021-06-30 $267,213,220 14,953,136
2021-03-31 $299,882,089 16,378,098
2020-12-31 $297,761,395 16,560,651
2020-09-30 $182,415,288 16,374,754
2020-06-30 $169,948,553 16,580,325
2020-03-31 $139,791,271 16,681,526