LYRICAL ASSET MANAGEMENT LP Information

405 PARK AVENUE, 6TH FLOOR, NEW YORK, New York, 10022, (212) 415-6600

Report Date: 03/31/2015

Position Statistics

Total Positions 33
New Positions 0
Increased Positions 33
Decreased Positions 0
Positions with Activity 33
Sold Out Positions 0
Total Mkt Value (in $ millions) 3,472

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.2%
Capital Goods 7.47%
Conglomerates
Consumer Cyclical 6.29%
Consumer/Non-Cyclical
Energy 4.94%
Financial 26.37%
Healthcare
Services 18.77%
Technology 29.95%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVAGO TECHNOLOGIES LTD SHS 207,555 290 .14 1,601,625
ANTHEM INC COM 153,225 30 .02 930,783
AETNA INC NEW COM 151,184 31 .02 1,318,199
AERCAP HOLDINGS NV SHS 135,058 282 .21 2,801,447
JARDEN CORP COM 124,872 256 .21 2,313,732
TE CONNECTIVITY LTD REG SHS 118,626 250 .21 1,688,149
WESTERN UN CO COM 117,322 287 .25 5,214,293
RAYTHEON CO COM NEW 116,184 228 .20 1,080,679
GOODYEAR TIRE & RUBR CO COM 115,344 263 .23 3,616,939
AMERIPRISE FINL INC COM 114,006 222 .20 888,658
WESTERN DIGITAL CORP COM 113,393 199 .18 1,190,480
NASDAQ OMX GROUP INC COM 112,405 28 .03 2,150,470
AMTRUST FINL SVCS INC COM 110,583 249 .23 1,826,920
AVIS BUDGET GROUP COM 109,096 192 .18 2,003,602
COMCAST CORP NEW CL A 108,143 27 .03 1,879,448
SYMANTEC CORP COM 105,857 222 .21 4,223,290
CORNING INC COM 105,611 215 .20 4,840,119
CELANESE CORP DEL COM SER A 105,572 263 .25 1,550,244
JOHNSON CTLS INC COM 103,169 243 .24 2,011,100
LIBERTY INTERACTIVE CORP INT COM SER A 102,082 224 .22 3,589,390