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) 3,342

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

Sector Weighting

Basic Materials 6.48%
Capital Goods 7.18%
Conglomerates
Consumer Cyclical 6.25%
Consumer/Non-Cyclical
Energy 4.76%
Financial 27.73%
Healthcare
Services 17.94%
Technology 29.66%
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 220,448 308 .14 1,601,625
AETNA INC NEW COM 165,447 34 .02 1,318,199
ANTHEM INC COM 151,848 30 .02 930,783
AERCAP HOLDINGS NV SHS 127,858 267 .21 2,801,447
AMTRUST FINL SVCS INC COM 119,974 270 .23 1,826,920
JARDEN CORP COM 119,736 246 .21 2,313,732
COMCAST CORP NEW CL A 117,165 29 .03 1,879,448
CELANESE CORP DEL COM SER A 114,284 285 .25 1,550,244
AMERIPRISE FINL INC COM 111,287 217 .20 888,658
GOODYEAR TIRE & RUBR CO COM 109,557 249 .23 3,616,939
TE CONNECTIVITY LTD REG SHS 108,649 229 .21 1,688,149
NASDAQ OMX GROUP INC COM 105,653 26 .03 2,150,470
RAYTHEON CO COM NEW 103,280 203 .20 1,080,679
LIBERTY INTERACTIVE CORP QVC GP COM SER A 100,144 220 .22 3,589,390
JOHNSON CTLS INC COM 99,429 234 .24 2,011,100
WESTERN UN CO COM 99,019 242 .25 5,214,293
SYMANTEC CORP COM 97,262 204 .21 4,223,290
WESTERN DIGITAL CORP COM 96,274 169 .18 1,190,480
CORNING INC COM 95,350 194 .20 4,840,119
AFLAC INC COM 95,022 27 .03 1,533,606