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LYRICAL ASSET MANAGEMENT LP: CNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYRICAL ASSET MANAGEMENT LP on CNC, newest first. How the timeline and the estimate are built.

LYRICAL ASSET MANAGEMENT LP held 2,449,957 CNC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,449,957 shares
    Change vs previous 13F -82,741 shares

    1.99% of the 13F portfolio, value $157,262,740.

    13F-HR 0001062993-26-004199 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,532,698 shares
    Change vs previous 13F +73,227 shares

    1.26% of the 13F portfolio, value $82,920,533.

    13F-HR 0001062993-26-002457 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,459,471 shares
    Change vs previous 13F -100,603 shares

    1.32% of the 13F portfolio, value $101,207,232.

    13F-HR 0001062993-26-000784 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,560,074 shares
    Change vs previous 13F +548,277 shares

    1.29% of the 13F portfolio, value $91,343,440.

    13F-HR 0001062993-25-016651 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,011,797 shares
    Change vs previous 13F -224,553 shares

    1.57% of the 13F portfolio, value $109,200,341.

    13F-HR 0001062993-25-014128 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,236,350 shares
    Change vs previous 13F +23,079 shares

    2.06% of the 13F portfolio, value $135,768,809.

    13F-HR 0001062993-25-009177 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,213,271 shares
    Change vs previous 13F +2,818 shares

    1.98% of the 13F portfolio, value $134,079,957.

    13F-HR 0001062993-25-002244 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,210,453 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $166,402,902.

    13F-HR 0001062993-24-018826 filed by LYRICAL ASSET MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).