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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
+0.61%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.01B
AUM Growth
-$189M
Cap. Flow
-$202M
Cap. Flow %
-6.69%
Top 10 Hldgs %
65.7%
Holding
42
New
1
Increased
9
Reduced
5
Closed
2

Top Buys

Rank Stock Value
1
RKT icon
Rocket Companies
RKT
+$376M
2
KBR icon
KBR
KBR
+$16.1M
3
OXY icon
Occidental Petroleum
OXY
+$15.1M
4
STKL
SunOpta
STKL
+$10.8M
5
PLGO
Pelagos Insurance Capital
PLGO
+$7.07M

Top Sells

Rank Stock Value
1
COOP
Mr. Cooper
COOP
+$603M
2
DMAC icon
DiaMedica Therapeutics
DMAC
+$9.35M
3
OMF icon
OneMain Financial
OMF
+$8.45M
4
AVBP icon
ArriVent BioPharma
AVBP
+$7.77M
5
RRX icon
Regal Rexnord
RRX
+$6.51M

Sector Composition

Rank Sector Weight
1 Financials 27.1%
2 Industrials 26.68%
3 Energy 14.1%
4 Materials 9.92%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOA icon
26
Finance of America Companies
FOA
$185M
$31.1M 1.03%
1,286,040
– –
OXY icon
27
Occidental Petroleum
OXY
$61.3B
$28.8M 0.96%
700,000
+362,500
+107% +$15.1M
VOO icon
28
Vanguard S&P 500 ETF
VOO
$1.02T
$27.3M 0.91%
43,593
– –
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.22T
$23.5M 0.78%
75,000
– –
DMAC icon
30
DiaMedica Therapeutics
DMAC
$352M
$16.1M 0.53%
2,020,000
-1,249,761
-38% -$9.35M
ABR icon
31
Arbor Realty Trust
ABR
$968M
$12.1M 0.4%
1,560,000
-140,000
-8% -$1.37M
EFA icon
32
iShares MSCI EAFE ETF
EFA
$80B
$5.52M 0.18%
57,453
– –
IEUR icon
33
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.72M 0.09%
38,388
– –
VGK icon
34
Vanguard FTSE Europe ETF
VGK
$31.2B
$2.06M 0.07%
24,693
– –
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.5M 0.05%
25,028
– –
EWJ icon
36
iShares MSCI Japan ETF
EWJ
$22.4B
$1.15M 0.04%
14,305
– –
EWC icon
37
iShares MSCI Canada ETF
EWC
$6.6B
$676K 0.02%
12,531
– –
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$648K 0.02%
12,876
– –
EPP icon
39
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$384K 0.01%
7,610
– –
FLCA icon
40
Franklin FTSE Canada ETF
FLCA
$869M
$278K 0.01%
5,750
– –
COOP
41
DELISTED
Mr. Cooper
COOP
– –
-2,860,600
Closed -$603M
AVBP icon
42
ArriVent BioPharma
AVBP
$1.44B
– –
-421,278
Closed -$7.77M
1
2

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Leon Cooperman's Q4 2025 Portfolio in Review

As of Q4 2025, Leon Cooperman held 42 positions worth $3.01B, down 5.9% from $3.2B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Leon Cooperman withdrew a net $202M in Q4 2025, closing 2 positions and reducing 5 holdings. Its most notable exit was Mr. Cooper, an estimated $603M position sold in full.

By sector, the portfolio is most concentrated in Financials at 27% of assets, down from 31% a quarter earlier, followed by Industrials and Energy.

Against the trend, Leon Cooperman opened a new position in Rocket Companies worth $407M.

  • Leon Cooperman's largest Q4 2025 buy was Rocket Companies: 21,016,600 shares worth $407M.
  • Leon Cooperman added most to KBR in Q4 2025, an estimated $16.1M increase.
  • Leon Cooperman's biggest Q4 2025 reduction was DiaMedica Therapeutics, cutting an estimated $9.35M.
  • Leon Cooperman fully exited Mr. Cooper in Q4 2025, selling an estimated $603M.
  • Leon Cooperman's ten largest holdings make up 66% of its $3.01B portfolio in Q4 2025.
  • Leon Cooperman opened 1 new position and closed 2 in Q4 2025.
  • Leon Cooperman's portfolio value fell 5.9% quarter-over-quarter to $3.01B.

Based on Cooperman Leon G's 13F filing for Q4 2025, filed 17 Feb 2026.