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LYRICAL ASSET MANAGEMENT LP

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Lyrical Asset Management is based out of New York. Lyrical Asset Management is a hedge fund with 441 clients and discretionary assets under management (AUM) of $5,759,049,347 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $6,131,371,368 in managed 13F securities and a top 10 holdings concentration of 45.62%. Lyrical Asset Management's largest holding is United Rentals, Inc. with shares held of 748,458. Whalewisdom has at least 50 13F filings, and 3 13G filings

2023-12-31

Top Buys (13F)

Name % Change
FIS Fidelity National In 4.25%
WCC WESCO International, 2.09%
EXPE Expedia Group Inc 0.97%
FFIV F5 Networks Inc 0.82%
LEA Lear Corp 0.72%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $6.13b, Prior: $5.29b
New Purchases 3 stocks
Added To 24 stocks
Sold out of 4 stocks
Reduced holdings in 13 stocks
Top 10 Holdings % 45.62%
Turnover %[1] 17.5%
Turnover Alt %[2] 5.72%
Time Held Top 20 12.9 quarters
Time Held Top 10 10 quarters
Time Held All 16.28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance