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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
+7.83%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$6.61B
AUM Growth
+$84.2M
Cap. Flow
-$318M
Cap. Flow %
-4.81%
Top 10 Hldgs %
34.85%
Holding
85
New
11
Increased
24
Reduced
17
Closed
11

Top Buys

Rank Stock Value
1
S
Sprint Corporation
S
+$232M
2
FCX icon
Freeport-McMoran
FCX
+$87.2M
3
PENN icon
PENN Entertainment
PENN
+$83M
4
HCA icon
HCA Healthcare
HCA
+$74.8M
5
HOUS
Anywhere Real Estate
HOUS
+$70.9M

Top Sells

Rank Stock Value
1
FON
SPRINT CORP FON COM
FON
+$668M
2
OXY icon
Occidental Petroleum
OXY
+$87.5M
3
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$85.6M
4
WFC icon
Wells Fargo
WFC
+$68.3M
5
QCOM icon
Qualcomm
QCOM
+$60.6M

Sector Composition

Rank Sector Weight
1 Financials 27.82%
2 Energy 20.09%
3 Communication Services 10.11%
4 Healthcare 9.08%
5 Real Estate 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XL
26
DELISTED
XL Group Ltd.
XL
$112M 1.7%
3,650,037
+6,000
+0.2% +$186K
PLCM
27
DELISTED
POLYCOM INC
PLCM
$103M 1.56%
9,424,548
+1,782,028
+23% +$18.6M
ARP
28
DELISTED
ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS
ARP
$101M 1.53%
4,843,083
+660,548
+16% +$14M
FCX icon
29
Freeport-McMoran
FCX
$110B
$94.4M 1.43%
+2,852,300
New +$87.2M
DNR
30
DELISTED
Denbury Resources, Inc.
DNR
$90.5M 1.37%
4,917,727
+1,347,500
+38% +$23.7M
MCK icon
31
McKesson
MCK
$100B
$88.7M 1.34%
691,382
+19,200
+3% +$2.36M
PVH icon
32
PVH
PVH
$3.62B
$88.7M 1.34%
747,000
+23,765
+3% +$3.05M
UNH icon
33
UnitedHealth
UNH
$350B
$87.7M 1.33%
1,224,933
– –
PENN icon
34
PENN Entertainment
PENN
$2.5B
$86.2M 1.3%
+6,888,765
New +$83M
HCA icon
35
HCA Healthcare
HCA
$92.9B
$81.9M 1.24%
+1,915,500
New +$74.8M
LINE
36
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$76.8M 1.16%
2,961,583
-3,304,062
-53% -$85.6M
EXXI
37
DELISTED
ENERGY XXI LTD COM SHS
EXXI
$72M 1.09%
2,384,912
+1,355,597
+132% +$36.4M
HOUS
38
DELISTED
Anywhere Real Estate
HOUS
$67.4M 1.02%
+1,567,420
New +$70.9M
ATML
39
DELISTED
ATMEL CORP
ATML
$67.3M 1.02%
9,048,095
+669,100
+8% +$5.09M
HRG
40
DELISTED
HRG Group, Inc.
HRG
$65.5M 0.99%
6,500,000
+1,500,000
+30% +$13.3M
KKR icon
41
KKR & Co
KKR
$97.4B
$63.7M 0.96%
3,093,665
– –
CZR
42
DELISTED
Caesars Entertainment Corporation
CZR
$61.2M 0.93%
3,109,447
+1,971,000
+173% +$37.1M
VR
43
DELISTED
Validus Hold Ltd
VR
$58.4M 0.88%
1,579,928
+587,932
+59% +$20.8M
TMO icon
44
Thermo Fisher Scientific
TMO
$233B
$56.7M 0.86%
615,370
+126,700
+26% +$11.5M
PFSI icon
45
PennyMac Financial
PFSI
$3.9B
$51.9M 0.78%
2,759,600
– –
CMCSK
46
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$51.7M 0.78%
+1,193,300
New +$51.7M
LORL
47
DELISTED
Loral Space and Communications, Inc.
LORL
$51.1M 0.77%
754,766
– –
PMT
48
PennyMac Mortgage Investment
PMT
$815M
$49.3M 0.75%
2,175,170
+1,966,217
+941% +$42.9M
WMB icon
49
Williams Companies
WMB
$86.2B
$43.7M 0.66%
1,202,538
-927,300
-44% -$32.5M
LEN icon
50
Lennar Class A
LEN
$21B
$43.7M 0.66%
+1,296,497
New +$42.1M
1
2
3 4

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Leon Cooperman's Q3 2013 Portfolio in Review

As of Q3 2013, Leon Cooperman held 85 positions worth $6.61B, up 1.3% from $6.53B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Leon Cooperman withdrew a net $318M in Q3 2013, closing 11 positions and reducing 17 holdings. Its most notable exit was SPRINT CORP FON COM, an estimated $668M position sold in full.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Leon Cooperman opened a new position in Sprint Corporation worth $219M.

  • Leon Cooperman's largest Q3 2013 buy was Sprint Corporation: 35,293,890 shares worth $219M.
  • Leon Cooperman added most to Citigroup in Q3 2013, an estimated $61.3M increase.
  • Leon Cooperman's biggest Q3 2013 reduction was LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS, cutting an estimated $85.6M.
  • Leon Cooperman fully exited SPRINT CORP FON COM in Q3 2013, selling an estimated $668M.
  • Leon Cooperman's ten largest holdings make up 35% of its $6.61B portfolio in Q3 2013.
  • Leon Cooperman opened 11 new positions and closed 11 in Q3 2013.
  • Leon Cooperman's portfolio value rose 1.3% quarter-over-quarter to $6.61B.

Based on Cooperman Leon G's 13F filing for Q3 2013, filed 14 Nov 2013.