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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
+13.2%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$7.05B
AUM Growth
+$442M
Cap. Flow
-$174M
Cap. Flow %
-2.46%
Top 10 Hldgs %
36.51%
Holding
90
New
16
Increased
22
Reduced
26
Closed
13

Top Buys

Rank Stock Value
1
GLPI icon
Gaming and Leisure Properties
GLPI
+$106M
2
SUNE
SUNEDISON, INC COM
SUNE
+$91.4M
3
ICE icon
Intercontinental Exchange
ICE
+$88.1M
4
TMUS icon
T-Mobile US
TMUS
+$83.3M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$82.1M

Top Sells

Rank Stock Value
1
NYX
NYSE EURONEXT INC
NYX
+$173M
2
MET icon
MetLife
MET
+$142M
3
ESRX
Express Scripts Holding Company
ESRX
+$113M
4
PLCM
POLYCOM INC
PLCM
+$103M
5
PENN icon
PENN Entertainment
PENN
+$86.2M

Sector Composition

Rank Sector Weight
1 Financials 22.58%
2 Energy 18.76%
3 Communication Services 15.07%
4 Real Estate 10.61%
5 Technology 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
26
Freeport-McMoran
FCX
$110B
$109M 1.55%
2,900,800
+48,500
+2% +$1.72M
ARP
27
DELISTED
ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS
ARP
$107M 1.52%
5,220,194
+377,111
+8% +$7.65M
SUNE
28
DELISTED
SUNEDISON, INC COM
SUNE
$106M 1.5%
+8,103,148
New +$91.4M
BSX icon
29
Boston Scientific
BSX
$73B
$103M 1.45%
8,533,099
-4,934,317
-37% -$58.3M
TMUS icon
30
T-Mobile US
TMUS
$196B
$102M 1.45%
+3,040,145
New +$83.3M
XL
31
DELISTED
XL Group Ltd.
XL
$102M 1.45%
3,209,872
-440,165
-12% -$13.7M
UNH icon
32
UnitedHealth
UNH
$350B
$102M 1.44%
1,352,033
+127,100
+10% +$9.13M
ICE icon
33
Intercontinental Exchange
ICE
$90.5B
$96.2M 1.36%
+2,138,850
New +$88.1M
HOUS
34
DELISTED
Anywhere Real Estate
HOUS
$92.4M 1.31%
1,867,140
+299,720
+19% +$13.6M
TMO icon
35
Thermo Fisher Scientific
TMO
$233B
$91.9M 1.3%
825,000
+209,630
+34% +$20.8M
CAM
36
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$84.8M 1.2%
+1,425,000
New +$82.1M
LINE
37
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$78.6M 1.11%
2,552,419
-409,164
-14% -$11.9M
DNR
38
DELISTED
Denbury Resources, Inc.
DNR
$77.5M 1.1%
4,717,727
-200,000
-4% -$3.53M
HRG
39
DELISTED
HRG Group, Inc.
HRG
$77M 1.09%
6,500,000
– –
WY icon
40
Weyerhaeuser
WY
$17.6B
$75.6M 1.07%
+2,396,203
New +$71.7M
DS
41
DELISTED
Drive Shack Inc.
DS
$68.7M 0.97%
13,234,907
+6,212,975
+88% +$31.2M
PVH icon
42
PVH
PVH
$3.62B
$64.9M 0.92%
477,000
-270,000
-36% -$34.4M
LORL
43
DELISTED
Loral Space and Communications, Inc.
LORL
$61.1M 0.87%
754,766
– –
CMCSK
44
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$59.5M 0.84%
1,193,300
– –
PMT
45
PennyMac Mortgage Investment
PMT
$815M
$57.5M 0.82%
2,504,701
+329,531
+15% +$7.45M
RITM icon
46
Rithm Capital
RITM
$5.69B
$51.8M 0.73%
3,878,000
+1,019,261
+36% +$13.1M
PFSI icon
47
PennyMac Financial
PFSI
$3.9B
$48.4M 0.69%
2,759,600
– –
EBAY icon
48
eBay
EBAY
$46.3B
$46.9M 0.67%
+2,031,005
New +$45M
EXXI
49
DELISTED
ENERGY XXI LTD COM SHS
EXXI
$46.6M 0.66%
1,720,860
-664,052
-28% -$19M
WPX
50
DELISTED
WPX Energy, Inc.
WPX
$45.4M 0.64%
2,228,482
+114,958
+5% +$2.3M
1
2
3 4

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Leon Cooperman's Q4 2013 Portfolio in Review

As of Q4 2013, Leon Cooperman held 90 positions worth $7.05B, up 6.7% from $6.61B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Leon Cooperman's Q4 2013 filing shows 16 new, 22 increased, 26 reduced and 13 closed positions. Its largest new stake was Gaming and Leisure Properties: 2,221,587 shares worth $113M. The largest sale was NYSE EURONEXT INC, an estimated $173M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, down from 28% a quarter earlier, followed by Energy and Communication Services.

  • Leon Cooperman's largest Q4 2013 buy was Gaming and Leisure Properties: 2,221,587 shares worth $113M.
  • Leon Cooperman added most to Caesars Entertainment Corporation in Q4 2013, an estimated $42.5M increase.
  • Leon Cooperman's biggest Q4 2013 reduction was MetLife, cutting an estimated $142M.
  • Leon Cooperman fully exited NYSE EURONEXT INC in Q4 2013, selling an estimated $173M.
  • Leon Cooperman's ten largest holdings make up 37% of its $7.05B portfolio in Q4 2013.
  • Leon Cooperman opened 16 new positions and closed 13 in Q4 2013.
  • Leon Cooperman's portfolio value rose 6.7% quarter-over-quarter to $7.05B.

Based on Cooperman Leon G's 13F filing for Q4 2013, filed 14 Feb 2014.