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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
+14.75%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.2B
AUM Growth
+$358M
Cap. Flow
+$89.9M
Cap. Flow %
2.81%
Top 10 Hldgs %
67.58%
Holding
42
New
2
Increased
13
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
AMRZ
Amrize Ltd
AMRZ
+$44.9M
2
CI icon
Cigna
CI
+$33.4M
3
MIR icon
Mirion Technologies
MIR
+$27.2M
4
ELV icon
Elevance Health
ELV
+$18.7M
5
OXY icon
Occidental Petroleum
OXY
+$15.3M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$67.2M
2
OMF icon
OneMain Financial
OMF
+$17.7M
3
MP icon
MP Materials
MP
+$15.1M
4
ABR icon
Arbor Realty Trust
ABR
+$1.16M

Sector Composition

Rank Sector Weight
1 Financials 30.54%
2 Industrials 24.79%
3 Energy 13.24%
4 Materials 10.16%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.02T
$26.7M 0.83%
43,593
– –
TDAY
27
USA Today Co
TDAY
$950M
$24.2M 0.76%
5,867,209
+23,151
+0.4% +$93K
ABR icon
28
Arbor Realty Trust
ABR
$968M
$20.8M 0.65%
1,700,000
-100,000
-6% -$1.16M
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.22T
$18.2M 0.57%
75,000
– –
DMAC icon
30
DiaMedica Therapeutics
DMAC
$352M
$17.6M 0.55%
3,269,761
+1,619,761
+98% +$8.79M
OXY icon
31
Occidental Petroleum
OXY
$61.3B
$15.9M 0.5%
+337,500
New +$15.3M
AVBP icon
32
ArriVent BioPharma
AVBP
$1.44B
$7.77M 0.24%
421,278
– –
EFA icon
33
iShares MSCI EAFE ETF
EFA
$80B
$5.36M 0.17%
57,453
– –
IEUR icon
34
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.61M 0.08%
38,388
– –
VGK icon
35
Vanguard FTSE Europe ETF
VGK
$31.2B
$1.97M 0.06%
24,693
– –
VGIT icon
36
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.5M 0.05%
25,028
– –
EWJ icon
37
iShares MSCI Japan ETF
EWJ
$22.4B
$1.15M 0.04%
14,305
– –
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$645K 0.02%
12,876
– –
EWC icon
39
iShares MSCI Canada ETF
EWC
$6.6B
$633K 0.02%
12,531
– –
EPP icon
40
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$392K 0.01%
7,610
– –
FLCA icon
41
Franklin FTSE Canada ETF
FLCA
$869M
$261K 0.01%
5,750
– –
FISV
42
Fiserv Inc
FISV
$28B
– –
-390,000
Closed -$67.2M
1
2

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Leon Cooperman's Q3 2025 Portfolio in Review

As of Q3 2025, Leon Cooperman held 42 positions worth $3.2B, up 13% from $2.85B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Leon Cooperman's Q3 2025 filing shows 2 new, 13 increased, 3 reduced and 1 closed positions. Its largest new stake was Amrize Ltd: 880,000 shares worth $42.7M. The largest sale was Fiserv Inc, an estimated $67.2M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 28% a quarter earlier, followed by Industrials and Energy.

  • Leon Cooperman's largest Q3 2025 buy was Amrize Ltd: 880,000 shares worth $42.7M.
  • Leon Cooperman added most to Cigna in Q3 2025, an estimated $33.4M increase.
  • Leon Cooperman's biggest Q3 2025 reduction was OneMain Financial, cutting an estimated $17.7M.
  • Leon Cooperman fully exited Fiserv Inc in Q3 2025, selling an estimated $67.2M.
  • Leon Cooperman's ten largest holdings make up 68% of its $3.2B portfolio in Q3 2025.
  • Leon Cooperman opened 2 new positions and closed 1 in Q3 2025.
  • Leon Cooperman's portfolio value rose 13% quarter-over-quarter to $3.2B.

Based on Cooperman Leon G's 13F filing for Q3 2025, filed 14 Nov 2025.