LYRCX
LYRICAL U.S. VALUE EQUITY FUND
Ultimus Managers Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NXP SEMICONDUCTO 0 210,144 210,144 4.16% $47.70M
ICON PLC 0 172,402 172,402 1.63% $18.64M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
AMCOR PLC 2,551,319 0 -2,551,319 0.00% -$21.74M
LEAR CORP NEW 132,707 0 -132,707 0.00% -$14.25M
Adient PLC ORD SHS 201,500 0 -201,500 0.00% -$3.92M

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NRG ENERGY INC 439,286 423,514 -15,772 6.62% $1.34M
JOHNSON CONTROLS 493,693 475,857 -17,836 5.99% $11.24M
EXPEDIA INC 277,269 267,204 -10,065 5.03% -$13.26M
HCA HEALTHCARE INC 112,224 108,199 -4,025 5.00% $270.67K
EBAY INC 650,830 629,337 -21,493 4.99% $3.30M
FLEX LTD 919,583 889,541 -30,042 4.89% $1.70M
AerCap Holdings N.V. (Ireland) 399,682 373,963 -25,719 4.88% $2.33M
CORPAY INC 155,548 150,474 -5,074 4.27% $2.91M
AMERIPRISE FINANCIAL INC 96,166 93,161 -3,005 3.82% -$29.84K
NETAPP INC 431,822 418,180 -13,642 3.61% -$6.76M
UBER TECHNOLOGIES INC 557,499 543,774 -13,725 3.58% -$7.79M
SS&C TECHNOLOGIE 556,653 540,317 -16,336 3.55% -$7.16M
THE CIGNA GROUP 123,846 121,098 -2,748 3.06% $756.60K
F5 INC 133,665 129,292 -4,373 3.06% $3.12M
FIDELITY NATL INFORM SVCS INC 690,224 677,155 -13,069 3.01% -$10.89M
WESCO INTL 112,780 109,026 -3,754 2.75% $1.40M
GEN DIGITAL INC 1,311,905 1,273,716 -38,189 2.51% -$5.85M
GLOBAL PAYMENTS INC 375,941 370,570 -5,371 2.47% -$147.51K
ASSURANT INC 127,537 123,079 -4,458 2.47% -$841.13K
AFFIL MANAGERS 89,238 85,793 -3,445 2.29% $2.28M
CENTENE CORP 574,776 572,013 -2,763 2.24% $3.06M
TD SYNNEX CORP 163,706 158,826 -4,880 2.17% -$56.39K
HENRY SCHEIN INC 279,118 269,779 -9,339 1.94% $1.41M
ARROW ELECTRONICS INC 151,010 145,228 -5,782 1.93% $5.79M
Invesco Treasury Portfolio, Institutional Class 24,446,713 19,918,130 -4,528,583 1.74% -$4.53M
PRIMERICA INC 79,752 76,954 -2,798 1.70% -$1.00M
LKQ CORP 594,917 575,028 -19,889 1.66% $1.38M
LITHIA MOTORS INC CL A 60,591 58,462 -2,129 1.43% -$2.97M
WEX INC 92,525 89,290 -3,235 1.16% -$405.83K
CONCENTRIX CORP 130,703 126,617 -4,086 0.36% -$579.72K

No positions in this category.

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