Lyrical Asset Management LP Purchases in Q3 2025

Lyrical Asset Management LP

  • $6.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTAP
Net App, Inc.

Technology
2.77M
New
$101.1 - $126.36 $280M - $349M
2.77M $328M
EXPE
Expedia Group, Inc.

Consumer Cyclical
91.9K
+ 5.76%
$171.01 - $228.24 $15.7M - $21M
1.69M $361M
EBAY
Ebay Inc

Consumer Cyclical
192K
+ 5.24%
$75.33 - $100.77 $14.5M - $19.4M
3.86M $351M
FLEX
Flex Ltd.

Technology
178K
+ 2.23%
$48.49 - $59.33 $8.64M - $10.6M
8.15M $472M
HCA
Hca Healthcare, Inc.

Healthcare
45K
+ 6.36%
$334.32 - $426.2 $15M - $19.2M
752K $321M
SNX
Td Synnex Corp

Technology
97.1K
+ 8.14%
$135.82 - $166.01 $13.2M - $16.1M
1.29M $211M
FFIV
F5, Inc.

Technology
51.7K
+ 5.23%
$290.76 - $334.59 $15M - $17.3M
1.04M $336M
AMG
Affiliated Managers Group, Inc.

Financial Services
40.8K
+ 7.57%
$198.72 - $244.34 $8.11M - $9.97M
580K $138M
AER
Aer Cap Holdings N.V.

Industrials
164K
+ 5.84%
$107.25 - $124.42 $17.6M - $20.4M
2.98M $360M
WCC
Wesco International Inc

Industrials
59.9K
+ 9.68%
$189.22 - $227.19 $11.3M - $13.6M
679K $144M
AIZ
Assurant, Inc.

Financial Services
60.4K
+ 9.47%
$184.56 - $218.69 $11.2M - $13.2M
698K $151M
UBER
Uber Technologies, Inc

Technology
109K
+ 4.02%
$86.91 - $99.57 $9.46M - $10.8M
2.82M $276M
JCI
Johnson Controls International PLC

Industrials
72.8K
+ 2.1%
$103.24 - $111.73 $7.52M - $8.13M
3.53M $389M
WEX
Wex Inc.

Technology
58.2K
+ 7.54%
$149.2 - $176.26 $8.69M - $10.3M
830K $131M
PRI
Primerica, Inc.

Financial Services
45.8K
+ 8.82%
$255.46 - $285.58 $11.7M - $13.1M
565K $157M
LEA
Lear Corp

Consumer Cyclical
82.3K
+ 8.24%
$92.93 - $112.75 $7.65M - $9.28M
1.08M $109M
NLOK
Norton Life Lock Inc.

Technology
616K
+ 7.76%
N/A
8.54M $184M
NRG
Nrg Energy, Inc.

Utilities
45K
+ 1.43%
$144.77 - $173.91 $6.52M - $7.83M
3.19M $517M
ADNT
Adient PLC

Consumer Cyclical
106K
+ 11.76%
$21.04 - $25.56 $2.24M - $2.72M
1.01M $24.3M
AMCR
Amcor PLC

Consumer Cyclical
2.27M
+ 19.33%
$7.97 - $9.94 $18.1M - $22.5M
14M $114M
ARW
Arrow Electronics Inc

Technology
78.5K
+ 5.89%
$114.66 - $133.24 $9M - $10.5M
1.41M $171M
LAD
Lithia Motors Inc

Consumer Cyclical
34.7K
+ 7.39%
$284.47 - $356.6 $9.87M - $12.4M
504K $159M
NXPI
Nxp Semiconductors N.V.

Technology
598
+ 2.23%
$205.16 - $239.07 $123K - $143K
27.4K $6.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
183
+ 17.02%
$192.76 - $203.86 $35.3K - $37.3K
1.26K $256K
Corpay, Inc.
62.1K
+ 9.65%
N/A
706K $0
Aptiv PLC
3.81K
+ 4.45%
N/A
89.5K $0
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
24.2K
+ 12.46%
$20.99 - $24.89 $508K - $602K
218K $4.66M
CCK
Crown Holdings Inc

Consumer Cyclical
2.45K
+ 3.81%
$92.19 - $108.12 $226K - $265K
66.8K $6.45M
HSIC
Henry Schein Inc

Healthcare
156K
+ 9.72%
$64.83 - $74.67 $10.1M - $11.6M
1.76M $117M
CNXC
Concentrix Corp

Technology
104K
+ 8.9%
$45.94 - $62.0 $4.8M - $6.47M
1.28M $59M
LKQ
Lkq Corp

Consumer Cyclical
358K
+ 11.61%
$29.24 - $39.21 $10.5M - $14M
3.45M $105M
AMP
Ameriprise Financial Inc

Financial Services
38.8K
+ 5.39%
$486.13 - $544.55 $18.9M - $21.1M
759K $373M
CI
Cigna Corp

Healthcare
62.9K
+ 8.51%
$262.23 - $334.39 $16.5M - $21M
802K $231M
CNC
Centene Corp

Healthcare
548K
+ 27.25%
$25.21 - $56.65 $13.8M - $31.1M
2.56M $91.3M
FIS
Fidelity National Information Services, Inc.

Technology
291K
+ 7.81%
$63.37 - $82.35 $18.4M - $23.9M
4.01M $265M
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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