0001062993-19-003377.txt : 20190814 0001062993-19-003377.hdr.sgml : 20190814 20190814091407 ACCESSION NUMBER: 0001062993-19-003377 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191023192 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 13F-HR LIVE false true false 0001542302 XXXXXXXX 06-30-2019 06-30-2019 LYRICAL ASSET MANAGEMENT LP

250 WEST 55TH STREET, 37TH FLOOR NEW YORK NY 10019

13F HOLDINGS REPORT 028-14843 N Jeffrey Moses 212-415-6640 Jeffrey Moses New York NY 08-14-2019 0 35 7228085 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AECOM COM 00766T100 167078 4414210 SH SOLE 4414210 0 0 Adient plc COM G0084W101 115610 4763487 SH SOLE 4763487 0 0 Alliance Data Systems Corporation COM 018581108 223311 1593599 SH SOLE 1593599 0 0 AerCap Holdings NV COM N00985106 304519 5855002 SH SOLE 5855002 0 0 Assurant, Inc. COM 04621X108 197075 1852560 SH SOLE 1852560 0 0 Air Lease Corporation Class A COM 00912X302 168541 4076958 SH SOLE 4076958 0 0 Affiliated Managers Group, Inc. COM 008252108 113155 1228073 SH SOLE 1228073 0 0 Ameriprise Financial, Inc. COM 03076C106 348609 2401547 SH SOLE 2401547 0 0 Arrow Electronics, Inc. COM 042735100 155753 2185400 SH SOLE 2185400 0 0 Broadcom Inc. COM 11135F101 451295 1567758 SH SOLE 1567758 0 0 Avis Budget Group, Inc. COM 053774105 124518 3541479 SH SOLE 3541479 0 0 Crown Holdings, Inc. COM 228368106 311280 5094602 SH SOLE 5094602 0 0 Celanese Corporation COM 150870103 370882 3440466 SH SOLE 3440466 0 0 CommScope Holding Co., Inc. COM 20337X109 122484 7786680 SH SOLE 7786680 0 0 EOG Resources, Inc. COM 26875P101 301096 3232028 SH SOLE 3232028 0 0 Flex Ltd. COM Y2573F102 169906 17753976 SH SOLE 17753976 0 0 Goodyear Tire & Rubber Company COM 382550101 138719 9066605 SH SOLE 9066605 0 0 Hanesbrands Inc. COM 410345102 254872 14800906 SH SOLE 14800906 0 0 HCA Healthcare Inc COM 40412C101 452948 3350947 SH SOLE 3350947 0 0 Hertz Global Holdings, Inc. COM 42806J106 60775 3807928 SH SOLE 3807928 0 0 Hertz Global Holdings, Inc. RIGHT 07/12/2019 42806J114 1640 840801 SH SOLE 840801 0 0 Qurate Retail, Inc. Class A CL A 74915M100 152486 12307177 SH SOLE 12307177 0 0 Lincoln National Corporation COM 534187109 332643 5161254 SH SOLE 5161254 0 0 Microchip Technology Incorporated COM 595017104 370890 4277858 SH SOLE 4277858 0 0 National Oilwell Varco, Inc. COM 637071101 123038 5534761 SH SOLE 5534761 0 0 Owens-Illinois, Inc. COM 690768403 98860 5724366 SH SOLE 5724366 0 0 Quanta Services, Inc. COM 74762E102 169365 4434796 SH SOLE 4434796 0 0 Suncor Energy Inc. COM 867224107 292650 9391855 SH SOLE 9391855 0 0 Tech Data Corporation COM 878237106 164863 1576131 SH SOLE 1576131 0 0 Tenneco Inc. Class A CL A 880349105 28710 2588786 SH SOLE 2588786 0 0 United Rentals, Inc. COM 911363109 294571 2220998 SH SOLE 2220998 0 0 Western Digital Corporation COM 958102105 216282 4548508 SH SOLE 4548508 0 0 Whirlpool Corporation COM 963320106 252228 1771764 SH SOLE 1771764 0 0 XPO Logistics, Inc. COM 983793100 176926 3060474 SH SOLE 3060474 0 0 iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 509 4000 SH SOLE 4000 0 0