LYRICAL ASSET MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 35
New Positions 1
Increased Positions 34
Decreased Positions 1
Positions with Activity 35
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,736

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

Sector Weighting

Basic Materials 6.97%
Capital Goods 7.85%
Conglomerates
Consumer Cyclical 8.16%
Consumer/Non-Cyclical
Energy 5.4%
Financial 17.16%
Healthcare 5.61%
Services 24.67%
Technology 24.18%
Transportation
Utilities

35 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TE CONNECTIVITY LTD REG SHS 113,173 82,319 266.80 1,853,164
THERMO FISHER SCIENTIFIC INC COM 97,416 62,973 182.83 816,564
AERCAP HOLDINGS NV SHS 78,859 25,630 48.15 1,995,928
AVIS BUDGET GROUP COM 72,548 22,366 44.57 1,381,214
WESTERN DIGITAL CORP COM 60,445 19,380 47.19 663,867
AVAGO TECHNOLOGIES LTD SHS 59,258 21,685 57.71 973,198
GOODYEAR TIRE & RUBR CO COM 54,160 18,565 52.16 2,005,917
RAYTHEON CO COM NEW 53,899 19,183 55.26 538,292
EOG RES INC COM 53,599 19,812 58.64 523,172
HERTZ GLOBAL HOLDINGS INC COM 50,882 50,882 New 1,812,667
LEXMARK INTL NEW CL A 49,324 19,621 66.06 1,072,730
CVS CAREMARK CORPORATION COM 49,238 18,463 59.99 667,729
LIBERTY INTERACTIVE CORP INT COM SER A 48,864 17,496 55.78 1,655,293
DIRECTV COM 48,568 19,170 65.21 642,090
AMERIPRISE FINL INC COM 48,194 16,329 51.24 454,529
CORNING INC COM 47,213 20,903 79.45 2,243,973
JARDEN CORP COM 47,029 15,756 50.38 840,547
TRW AUTOMOTIVE HLDGS CORP COM 46,601 17,305 59.07 566,024
ASSURANT INC COM 46,524 16,048 52.66 705,446
AETNA INC NEW COM 45,002 16,569 58.28 664,041