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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
+16.16%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.4B
AUM Growth
+$300M
Cap. Flow
+$17.1M
Cap. Flow %
0.71%
Top 10 Hldgs %
61.09%
Holding
53
New
3
Increased
10
Reduced
2
Closed
2

Top Buys

Rank Stock Value
1
KBR icon
KBR
KBR
+$31.3M
2
ADT icon
ADT
ADT
+$20.3M
3
SE icon
Sea Limited
SE
+$11M
4
MANU icon
Manchester United
MANU
+$6.25M
5
LVS icon
Las Vegas Sands
LVS
+$4.63M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$45M
2
VRT icon
Vertiv
VRT
+$15.7M
3
EFC
Ellington Financial
EFC
+$1.5M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$672K

Sector Composition

Rank Sector Weight
1 Industrials 24.17%
2 Financials 20.57%
3 Energy 15.23%
4 Technology 9%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MANU icon
26
Manchester United
MANU
$4.1B
$26.7M 1.11%
1,912,495
+354,397
+23% +$6.25M
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.02T
$21.7M 0.9%
45,173
– –
C icon
28
Citigroup
C
$221B
$19M 0.79%
300,000
– –
SE icon
29
Sea Limited
SE
$72B
$12.9M 0.54%
+240,000
New +$11M
TDAY
30
USA Today Co
TDAY
$950M
$9.69M 0.4%
3,969,393
+120,000
+3% +$270K
CCAP icon
31
Crescent Capital BDC
CCAP
$395M
$6.91M 0.29%
400,377
– –
EFA icon
32
iShares MSCI EAFE ETF
EFA
$80B
$4.87M 0.2%
60,937
– –
FOA icon
33
Finance of America Companies
FOA
$185M
$4.41M 0.18%
600,000
– –
MSGS icon
34
Madison Square Garden
MSGS
$9.78B
$3.69M 0.15%
20,000
– –
OMF icon
35
OneMain Financial
OMF
$7.27B
$3.21M 0.13%
62,824
– –
DMAC icon
36
DiaMedica Therapeutics
DMAC
$352M
$2.45M 0.1%
883,623
– –
IEUR icon
37
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.22M 0.09%
38,388
– –
EFC
38
Ellington Financial
EFC
$1.76B
$1.77M 0.07%
150,000
-125,000
-45% -$1.5M
VGK icon
39
Vanguard FTSE Europe ETF
VGK
$31.2B
$1.66M 0.07%
24,693
+4,531
+22% +$293K
VGIT icon
40
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.47M 0.06%
25,029
+19,304
+337% +$1.13M
EWJ icon
41
iShares MSCI Japan ETF
EWJ
$22.4B
$1.02M 0.04%
14,305
– –
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$652K 0.03%
12,876
– –
URTH icon
43
iShares MSCI World ETF
URTH
$8.3B
$482K 0.02%
3,329
– –
EWC icon
44
iShares MSCI Canada ETF
EWC
$6.6B
$480K 0.02%
12,531
– –
VISN
45
Vistance Networks Inc
VISN
$2.59B
$348K 0.01%
265,710
– –
EPP icon
46
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$326K 0.01%
7,610
– –
FLCA icon
47
Franklin FTSE Canada ETF
FLCA
$869M
$199K 0.01%
5,750
– –
OBDC icon
48
Blue Owl Capital
OBDC
$5.57B
$185K 0.01%
12,000
– –
PHX
49
DELISTED
PHX Minerals
PHX
$30.5K ﹤0.01%
+8,950
New +$27.9K
BBDC icon
50
Barings BDC
BBDC
$978M
$24.6K ﹤0.01%
2,643
– –
1
2
3

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Leon Cooperman's Q1 2024 Portfolio in Review

As of Q1 2024, Leon Cooperman held 53 positions worth $2.4B, up 14% from $2.1B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Leon Cooperman's Q1 2024 filing shows 3 new, 10 increased, 2 reduced and 2 closed positions. Its largest new stake was KBR: 550,000 shares worth $35M. The largest sale was Pioneer Natural Resource Co., an estimated $45M.

By sector, the portfolio is most concentrated in Industrials at 24% of assets, up from 21% a quarter earlier, followed by Financials and Energy.

  • Leon Cooperman's largest Q1 2024 buy was KBR: 550,000 shares worth $35M.
  • Leon Cooperman added most to ADT in Q1 2024, an estimated $20.3M increase.
  • Leon Cooperman's biggest Q1 2024 reduction was Vertiv, cutting an estimated $15.7M.
  • Leon Cooperman fully exited Pioneer Natural Resource Co. in Q1 2024, selling an estimated $45M.
  • Leon Cooperman's ten largest holdings make up 61% of its $2.4B portfolio in Q1 2024.
  • Leon Cooperman opened 3 new positions and closed 2 in Q1 2024.
  • Leon Cooperman's portfolio value rose 14% quarter-over-quarter to $2.4B.

Based on Cooperman Leon G's 13F filing for Q1 2024, filed 15 May 2024.