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Leon Cooperman Cooperman Leon G

AUM $3.55B
1-Year Est. Return 41.85%
 

Leon Cooperman is a veteran value-oriented investor who founded Omega Advisors after a long career at Goldman Sachs Asset Management. After returning outside capital, he has continued investing through a family office, with public equity holdings disclosed in periodic 13F filings. He remains well known for candid market commentary and a fundamental, research-driven approach to stock selection.

This Fund
S&P 500
This Quarter Est. Return
+15.75%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.55B
AUM Growth
+$499M
Cap. Flow
+$52.6M
Cap. Flow %
1.48%
Top 10 Hldgs %
68.42%
Holding
45
New
4
Increased
7
Reduced
3
Closed
6

Top Buys

Rank Stock Value
1
GPGI
GPGI Inc
GPGI
+$163M
2
WHK
WhiteHawk Minerals Corp
WHK
+$88.5M
3
AMRZ
Amrize Ltd
AMRZ
+$47.7M
4
GEHC icon
GE HealthCare
GEHC
+$42M
5
COF icon
Capital One
COF
+$16.3M

Top Sells

Rank Stock Value
1
SUN icon
Sunoco
SUN
+$92.6M
2
ELV icon
Elevance Health
ELV
+$66.7M
3
STKL
SunOpta
STKL
+$60.3M
4
AESI icon
Atlas Energy Solutions
AESI
+$53.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.6M

Sector Composition

Rank Sector Weight
1 Industrials 35.04%
2 Financials 26.86%
3 Energy 11.59%
4 Materials 9.58%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.02T
$29.5M 0.83%
42,891
-702
-2% -$468K
DMAC icon
27
DiaMedica Therapeutics
DMAC
$352M
$24.3M 0.68%
3,450,000
+1,430,000
+71% +$8.79M
SUN icon
28
Sunoco
SUN
$14.3B
$15.3M 0.43%
225,994
-1,394,006
-86% -$92.6M
ABR icon
29
Arbor Realty Trust
ABR
$968M
$9.02M 0.25%
1,664,739
+104,739
+7% +$681K
EFA icon
30
iShares MSCI EAFE ETF
EFA
$80B
$5.97M 0.17%
57,453
– –
IEUR icon
31
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.89M 0.08%
38,388
– –
VGK icon
32
Vanguard FTSE Europe ETF
VGK
$31.2B
$2.19M 0.06%
24,693
– –
EWJ icon
33
iShares MSCI Japan ETF
EWJ
$22.4B
$1.89M 0.05%
20,315
– –
VGIT icon
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.48M 0.04%
25,028
– –
EWC icon
35
iShares MSCI Canada ETF
EWC
$6.6B
$722K 0.02%
12,531
– –
KZIA
36
Kazia Therapeutics
KZIA
$153M
$704K 0.02%
+50,000
New +$609K
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$651K 0.02%
12,876
– –
EPP icon
38
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$405K 0.01%
7,610
– –
FLCA icon
39
Franklin FTSE Canada ETF
FLCA
$869M
$130K ﹤0.01%
2,522
-3,228
-56% -$167K
AESI icon
40
Atlas Energy Solutions
AESI
$1.57B
– –
-4,083,175
Closed -$53.6M
ELV icon
41
Elevance Health
ELV
$86.9B
– –
-227,900
Closed -$66.7M
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.22T
– –
-75,000
Closed -$21.6M
STKL
43
DELISTED
SunOpta
STKL
– –
-9,300,000
Closed -$60.3M
HSPT
44
DELISTED
Horizon Space Acquisition II Corp
HSPT
– –
-1,100
Closed -$242
1
2

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Leon Cooperman's Q2 2026 Portfolio in Review

As of Q2 2026, Leon Cooperman held 45 positions worth $3.55B, up 16% from $3.05B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Leon Cooperman's Q2 2026 filing shows 4 new, 7 increased, 3 reduced and 6 closed positions. Its largest new stake was GPGI Inc: 11,384,508 shares worth $180M. The largest sale was Sunoco, an estimated $92.6M.

By sector, the portfolio is most concentrated in Industrials at 35% of assets, up from 28% a quarter earlier, followed by Financials and Energy.

  • Leon Cooperman's largest Q2 2026 buy was GPGI Inc: 11,384,508 shares worth $180M.
  • Leon Cooperman added most to GE HealthCare in Q2 2026, an estimated $42M increase.
  • Leon Cooperman's biggest Q2 2026 reduction was Sunoco, cutting an estimated $92.6M.
  • Leon Cooperman fully exited Elevance Health in Q2 2026, selling an estimated $66.7M.
  • Leon Cooperman's ten largest holdings make up 68% of its $3.55B portfolio in Q2 2026.
  • Leon Cooperman opened 4 new positions and closed 6 in Q2 2026.
  • Leon Cooperman's portfolio value rose 16% quarter-over-quarter to $3.55B.

Based on Cooperman Leon G's 13F filing for Q2 2026, filed 14 Aug 2026.