LETTERS

Lyrical Asset Management 2025 Q2 Letter

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Fund:

Lyrical Asset Management

Key Person: Andrew Wellington

Tickers in this letter

AAPL, AIZ, AMZN, CNC, CPAY, EXPE, FLEX, GOOGL, GPN, HCA, JCI, META, MSFT, NRG, NVDA, SU, TSLA, UBER, URI, WEX

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