Lyrical Asset Management LP
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$6.6B
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FLEX
Flex Ltd
Q4 2025: Sold 7.5% (8.15M → 7.54M shares)
7.0%
02
$JCI
Johnson Controls International plc
Q4 2025: Sold 5.0% (3.53M → 3.36M shares)
6.3%
03
$NRG
NRG Energy, Inc.
Q4 2025: Sold 5.7% (3.19M → 3.01M shares)
6.2%
04
$AER
AerCap Holdings NV
Q4 2025: Sold 6.5% (2.98M → 2.78M shares)
5.4%
05
$EXPE
Expedia Group, Inc.
Q4 2025: Sold 5.4% (1.69M → 1.60M shares)
5.2%
06
$EBA
eBay Inc.
Q4 2025: Sold 4.8% (3.86M → 3.68M shares)
4.8%
07
$HCA
HCA Healthcare Inc
Q4 2025: Sold 5.0% (752.5k → 715.1k shares)
4.8%
08
$AMP
Ameriprise Financial, Inc.
Q4 2025: Sold 5.1% (759.5k → 720.5k shares)
4.5%
09
$FFIV
F5, Inc.
Q4 2025: Sold 5.1% (1.04M → 986.8k shares)
4.2%
10
$NTAP
NetApp, Inc.
Q4 2025: Sold 5.9% (2.77M → 2.60M shares)
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.