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Lyrical Asset Management LP

CIK:0001542302
Asset Manager
$9B AUM
38 holdings
New York, NY, United States
Founded:2008
25 employees
Latest filing:Jun 30, 2025

Lyrical Asset Management LP is an independent investment management firm based in New York, NY, founded in 2008. The firm specializes in value-oriented equity strategies for institutional and high-net-worth clients. As an SEC-registered investment adviser, Lyrical manages portfolios with a focus on discipline, research, and a long-term investment horizon. The firm employs approximately 25 professionals.

Investment Strategy

Lyrical Asset Management LP pursues a concentrated, value-driven approach to investing in U.S. equities. The firm conducts deep fundamental research to identify high-quality companies trading at a discount to intrinsic value, aiming to generate superior risk-adjusted returns over a full market cycle. Lyrical focuses on long-term holdings and disciplines portfolio construction to avoid excessive risk, favoring consistent performance backed by rigorous financial analysis.

Top Buys
N
NRGNRG Energy, Inc.
+$164.4M
L
LKQLKQ Corporation
+$114.2M
F
FLEXFlex Ltd
+$113.3M
A
AMCRAmcor PLC
+$106.4M
J
JCIJohnson Controls International plc
+$63.9M
Top Sells
B
BERYBerry Global Group Inc
-$121.5M
S
SUSuncor Energy Inc.
-$54.2M
G
GPNGlobal Payments Inc.
-$42.6M
C
CPAYCorpay, Inc.
-$38.5M
C
CNCCentene Corporation
-$26.6M

Top Holdings

N
NRGNRG Energy, Inc.
+7.3%$505.0M
F
FLEXFlex Ltd
+5.7%$398.0M
U
URIUnited Rentals, Inc.
+5.7%$392.7M
A
AMPAmeriprise Financial, Inc.
+5.5%$384.6M
J
JCIJohnson Controls International plc
+5.3%$365.6M

Equity Positions (38)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NRG
NRG Energy, Inc.7.28%$505.0M3,145,095$36.02$160.58+$164.4M
F
FLEX
Flex Ltd5.74%$398.0M7,972,366$15.35$49.92+$113.3M
U
URI
United Rentals, Inc.5.66%$392.7M521,180$126.23$753.40+$35.2M
A
AMP
Ameriprise Financial, Inc.5.55%$384.6M720,660$122.78$533.73+$3.5M
J
JCI
Johnson Controls International plc5.27%$365.6M3,461,065$65.53$105.62+$63.9M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+19.5%
SERVICES-EQUIPMENT RENTAL & LEASING, NEC
+11.8%
ELECTRIC SERVICES
+7.3%
INVESTMENT ADVICE
+7.1%
PRINTED CIRCUIT BOARDS
+5.7%