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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
-4.06%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.52B
AUM Growth
-$123M
Cap. Flow
+$106M
Cap. Flow %
4.22%
Top 10 Hldgs %
61.88%
Holding
46
New
1
Increased
12
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
OMF icon
OneMain Financial
OMF
+$30.8M
2
RRX icon
Regal Rexnord
RRX
+$26.4M
3
PLGO
Pelagos Insurance Capital
PLGO
+$16.6M
4
SUN icon
Sunoco
SUN
+$16.1M
5
ASH icon
Ashland
ASH
+$15.3M

Top Sells

Rank Stock Value
1
ADT icon
ADT
ADT
+$29.7M
2
ABR icon
Arbor Realty Trust
ABR
+$5.45M
3
EFC
Ellington Financial
EFC
+$1.82M
4
CCAP icon
Crescent Capital BDC
CCAP
+$1.73M
5
OBDC icon
Blue Owl Capital
OBDC
+$181K

Sector Composition

Rank Sector Weight
1 Financials 26.95%
2 Industrials 21.28%
3 Energy 11.87%
4 Healthcare 8.2%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABR icon
26
Arbor Realty Trust
ABR
$968M
$23.5M 0.93%
2,000,000
-421,194
-17% -$5.45M
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.02T
$22.4M 0.89%
43,593
– –
SUN icon
28
Sunoco
SUN
$14.3B
$16.5M 0.66%
+285,000
New +$16.1M
TDAY
29
USA Today Co
TDAY
$950M
$14.7M 0.58%
5,097,200
+289,867
+6% +$1.21M
DMAC icon
30
DiaMedica Therapeutics
DMAC
$352M
$6.16M 0.24%
1,625,000
– –
EFA icon
31
iShares MSCI EAFE ETF
EFA
$80B
$4.7M 0.19%
57,453
– –
MSGS icon
32
Madison Square Garden
MSGS
$9.78B
$3.89M 0.15%
20,000
– –
IEUR icon
33
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.31M 0.09%
38,388
– –
VGK icon
34
Vanguard FTSE Europe ETF
VGK
$31.2B
$1.73M 0.07%
24,693
– –
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.49M 0.06%
25,028
– –
EWJ icon
36
iShares MSCI Japan ETF
EWJ
$22.4B
$981K 0.04%
14,305
– –
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$639K 0.03%
12,876
– –
EWC icon
38
iShares MSCI Canada ETF
EWC
$6.6B
$511K 0.02%
12,531
– –
EPP icon
39
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$336K 0.01%
7,610
– –
FLCA icon
40
Franklin FTSE Canada ETF
FLCA
$869M
$214K 0.01%
5,750
– –
BBDC icon
41
Barings BDC
BBDC
$978M
$25.2K ﹤0.01%
2,643
– –
ADT icon
42
ADT
ADT
$5.39B
– –
-4,300,000
Closed -$29.7M
AES icon
43
AES
AES
$10.5B
– –
-900
Closed -$11.6K
CCAP icon
44
Crescent Capital BDC
CCAP
$395M
– –
-89,917
Closed -$1.73M
EFC
45
Ellington Financial
EFC
$1.76B
– –
-150,000
Closed -$1.82M
OBDC icon
46
Blue Owl Capital
OBDC
$5.57B
– –
-12,000
Closed -$181K
1
2

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Leon Cooperman's Q1 2025 Portfolio in Review

As of Q1 2025, Leon Cooperman held 46 positions worth $2.52B, down 4.7% from $2.64B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Leon Cooperman deployed $106M of net new capital in Q1 2025, opening 1 new position and adding to 12 existing holdings. Its largest new stake was Sunoco: 285,000 shares worth $16.5M.

By sector, the portfolio is most concentrated in Financials at 27% of assets, up from 23% a quarter earlier, followed by Industrials and Energy.

On the sell side, the largest reduction was Arbor Realty Trust, an estimated $5.45M trimmed.

  • Leon Cooperman's largest Q1 2025 buy was Sunoco: 285,000 shares worth $16.5M.
  • Leon Cooperman added most to OneMain Financial in Q1 2025, an estimated $30.8M increase.
  • Leon Cooperman's biggest Q1 2025 reduction was Arbor Realty Trust, cutting an estimated $5.45M.
  • Leon Cooperman fully exited ADT in Q1 2025, selling an estimated $29.7M.
  • Leon Cooperman's ten largest holdings make up 62% of its $2.52B portfolio in Q1 2025.
  • Leon Cooperman opened 1 new position and closed 5 in Q1 2025.
  • Leon Cooperman's portfolio value fell 4.7% quarter-over-quarter to $2.52B.

Based on Cooperman Leon G's 13F filing for Q1 2025, filed 15 May 2025.