Lyrical Asset Management LP - Q42025 Holdings

Lyrical Asset Management LP holds 37 stocks with a total portfolio value of $ 7.65B as of Q42025. In Q42025, Lyrical Asset Management LP added 3 new positions, increased stakes in 5 stocks, reduced 29 holdings, and fully exited 4 positions. The largest holding is Amcor PLC (AMCR), representing 7.36% of the total portfolio.