0001062993-23-020620.txt : 20231113 0001062993-23-020620.hdr.sgml : 20231113 20231113135919 ACCESSION NUMBER: 0001062993-23-020620 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LYRICAL ASSET MANAGEMENT LP CENTRAL INDEX KEY: 0001542302 IRS NUMBER: 371572793 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14843 FILM NUMBER: 231397557 BUSINESS ADDRESS: STREET 1: 250 WEST 55TH STREET, 37TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212 415 6600 MAIL ADDRESS: STREET 1: 250 WEST 55TH STREET, 37TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001542302 XXXXXXXX 09-30-2023 09-30-2023 false LYRICAL ASSET MANAGEMENT LP
250 WEST 55TH STREET, 37TH FLOOR NEW YORK NY 10019
13F HOLDINGS REPORT 028-14843 000148267 801-71099 N
Jeffrey Moses Chief Operating Officer 212-415-6640 Jeffrey Moses New York NY 11-13-2023 1 41 5291318148 false 1 028-20231 Alaska Permanent Fund Corp
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE Adient plc ADNT G0084W101 88866665 2421435 SH SOLE 1 1197038 1224397 0 AerCap Holdings NV AER N00985106 203799393 3251945 SH SOLE 1 2325911 926034 0 Affiliated Managers Group, Inc. AMG 008252108 89276644 684952 SH SOLE 1 650701 34251 0 Air Lease Corporation Class A AL 00912X302 84990581 2156574 SH SOLE 1 2065383 91191 0 Ameriprise Financial, Inc. AMP 03076C106 307430886 932513 SH SOLE 1 723650 208863 0 Ardagh Metal Packaging S.A AMBP L02235106 2510780 802166 SH SOLE 802166 0 0 Arrow Electronics, Inc. ARW 042735100 136696454 1091476 SH SOLE 1 1033906 57570 0 Assurant, Inc. AIZ 04621X108 110295715 768183 SH SOLE 1 727403 40780 0 Berry Global Group Inc BERY 08579W103 117248315 1893851 SH SOLE 1 1781222 112629 0 Bread Financial Holdings, Inc. BFH 018581108 51223324 1497758 SH SOLE 1 905078 592680 0 Broadcom Inc. AVGO 11135F101 229809858 276686 SH SOLE 1 209012 67674 0 Celanese Corporation CE 150870103 128603273 1024564 SH SOLE 1 955975 68589 0 Centene Corporation CNC 15135B101 150387702 2183329 SH SOLE 1 2033303 150026 0 Cigna Group CI 125523100 240322258 840082 SH SOLE 1 635767 204315 0 CNH Industrial NV CNHI N20944109 7193305 594488 SH SOLE 594488 0 0 CommScope Holding Co., Inc. COMM 20337X109 13071052 3890194 SH SOLE 1 3765823 124371 0 Concentrix Corporation CNXC 20602D101 63885562 797473 SH SOLE 1 760404 37069 0 Crown Holdings, Inc. CCK 228368106 6122993 69202 SH SOLE 69202 0 0 eBay Inc. EBAY 278642103 169313051 3840169 SH SOLE 1 2891081 949088 0 Expedia Group, Inc. EXPE 30212P303 183699187 1782276 SH SOLE 1 1306711 475565 0 F5, Inc. FFIV 315616102 133430204 828039 SH SOLE 1 784220 43819 0 Flex Ltd. FLEX Y2573F102 266627395 9882409 SH SOLE 1 7016099 2866310 0 Gen Digital Inc. GEN 668771108 153304677 8671079 SH SOLE 1 6259589 2411490 0 Global Payments Inc. GPN 37940X102 201919576 1749888 SH SOLE 1 1314447 435441 0 Hanesbrands Inc. HBI 410345102 39849702 10063056 SH SOLE 1 6453953 3609103 0 HCA Healthcare Inc HCA 40412C101 194175628 789396 SH SOLE 1 559642 229754 0 iShares Russell 1000 Value ETF IWD 464287598 7862302 51787 SH SOLE 1 51787 0 0 Lear Corporation LEA 521865204 92211101 687117 SH SOLE 1 645758 41359 0 Liberty Global Plc Class C LBTYK G5480U120 134859633 7266144 SH SOLE 1 5105532 2160612 0 Lithia Motors, Inc. LAD 536797103 155624734 526952 SH SOLE 1 359524 167428 0 Nintendo Co., Ltd. Unsponsored ADR NTDOY 654445303 2140587 206820 SH SOLE 206820 0 0 NRG Energy, Inc. NRG 629377508 160636335 4170206 SH SOLE 1 2819017 1351189 0 NXP Semiconductors NV NXPI N6596X109 6309475 31560 SH SOLE 31560 0 0 Primerica, Inc. PRI 74164M108 126855379 653860 SH SOLE 1 627434 26426 0 Suncor Energy Inc. SU 867224107 243365172 5210130 SH SOLE 1 4885847 324283 0 TD SYNNEX Corporation SNX 87162W100 127252896 1274313 SH SOLE 1 824091 450222 0 Uber Technologies, Inc. UBER 90353T100 206472289 4489504 SH SOLE 1 4163385 326119 0 United Rentals, Inc. URI 911363109 361498984 813143 SH SOLE 1 630748 182395 0 WESCO International, Inc. WCC 95082P105 4100021 28508 SH SOLE 28508 0 0 Western Digital Corporation WDC 958102105 147043086 3222509 SH SOLE 1 2326285 896224 0 Whirlpool Corporation WHR 963320106 141031974 1054839 SH SOLE 1 752288 302551 0