LYRICAL ASSET MANAGEMENT LP Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$7.7B

Holdings

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (33 positions)

#	Stock	Shares	Value	% Portfolio
1	AVGOBroadcom Limited	1,932,855	$468.8B	6118.69%
2	—Aetna Inc.	2,221,008	$353.2B	4609.45%
3	ELVAnthem, Inc.	1,691,688	$321.2B	4192.52%
4	LNCLincoln National Corporation	4,307,876	$316.5B	4131.50%
5	CECelanese Corporation Class A	3,025,476	$315.5B	4117.45%
6	GLWCorning Inc	10,459,836	$313.0B	4084.71%
7	A4SAmeriprise Financial, Inc.	2,061,703	$306.2B	3996.30%
8	TELTE Connectivity Ltd.	3,582,022	$297.5B	3883.26%
9	AFLAflac Incorporated	3,498,131	$284.7B	3716.06%
10	WDCWestern Digital Corporation	3,204,289	$276.9B	3613.45%
11	ETNEaton Corp. Plc	3,469,344	$266.4B	3477.18%
12	SUSuncor Energy Inc.	7,534,467	$263.9B	3444.83%
13	AERAerCap Holdings NV	5,042,435	$257.7B	3363.74%
14	EOGEOG Resources, Inc.	2,643,185	$255.7B	3337.41%
15	WHRWhirlpool Corporation	1,291,103	$238.1B	3108.07%
16	WTWWillis Towers Watson Public Limited Company	1,496,694	$230.8B	3012.85%
17	GTGoodyear Tire & Rubber Company	6,768,092	$225.0B	2937.20%
18	JCIJohnson Controls International plc	5,560,312	$224.0B	2923.96%
19	—Liberty Interactive Corporation QVC Group Class A	9,237,945	$217.7B	2841.91%
20	FLEXFlex Ltd.	13,049,828	$216.2B	2822.30%
21	AMGAffiliated Managers Group Inc.	1,127,536	$214.0B	2793.64%
22	W3UWestern Union Company	10,972,586	$210.7B	2749.71%
23	AIZAssurant, Inc.	1,857,894	$177.5B	2316.28%
24	—Microsemi Corporation	3,235,906	$166.6B	2174.25%
25	VYXNCR Corporation	4,389,629	$164.7B	2149.64%
26	NOVEURNational Oilwell Varco, Inc.	4,425,921	$158.1B	2064.01%
27	ACMAECOM	4,161,568	$153.2B	1999.39%
28	VISNCommScope Holding Co., Inc.	4,591,342	$152.5B	1990.14%
29	—ARRIS International Plc	4,967,691	$141.5B	1847.24%
30	TEN1Tenneco Inc.	2,330,470	$141.4B	1845.42%
31	OIEUROwens-Illinois, Inc.	5,323,802	$133.9B	1748.27%
32	CUCAAvis Budget Group, Inc.	3,417,663	$130.1B	1697.75%
33	—Hertz Global Holdings, Inc.	3,054,499	$68.3B	891.44%