- New Purchases: CNXC, IWD, NXPI,
- Added Positions: EOG, SU, WDC, QRTEA, COMM, ADNT, ADS, AER, LNC, LBTYK, FLEX, HBI, AMG, OI, GRA, AL, UNVR, AIZ, ARW, BERY, SNX,
- Reduced Positions: URI,
For the details of LYRICAL ASSET MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/lyrical+asset+management+lp/current-portfolio/portfolio
These are the top 5 holdings of LYRICAL ASSET MANAGEMENT LP- United Rentals Inc (URI) - 1,758,306 shares, 5.63% of the total portfolio. Shares reduced by 2.77%
- XPO Logistics Inc (XPO) - 3,109,867 shares, 5.12% of the total portfolio. Shares added by 0.19%
- Ameriprise Financial Inc (AMP) - 1,870,163 shares, 5.02% of the total portfolio. Shares added by 0.49%
- Dell Technologies Inc (DELL) - 4,956,382 shares, 5.01% of the total portfolio. Shares added by 0.28%
- Celanese Corp (CE) - 2,691,572 shares, 4.83% of the total portfolio. Shares added by 0.50%
Lyrical Asset Management Lp initiated holding in Concentrix Corp. The purchase prices were between $80 and $115.14, with an estimated average price of $97.66. The stock is now traded at around $110.340000. The impact to a portfolio due to this purchase was 1.46%. The holding were 1,074,297 shares as of 2020-12-31.
New Purchase: BTC iShares Russell 1000 Value ETF (IWD)Lyrical Asset Management Lp initiated holding in BTC iShares Russell 1000 Value ETF. The purchase prices were between $115.33 and $136.73, with an estimated average price of $127.98. The stock is now traded at around $143.680000. The impact to a portfolio due to this purchase was 0.17%. The holding were 92,185 shares as of 2020-12-31.
New Purchase: NXP Semiconductors NV (NXPI)Lyrical Asset Management Lp initiated holding in NXP Semiconductors NV. The purchase prices were between $127.39 and $166.37, with an estimated average price of $147.64. The stock is now traded at around $186.160000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,490 shares as of 2020-12-31.
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