We are live on ! Find out more
LC

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
+6.14%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.05B
AUM Growth
+$34M
Cap. Flow
+$47.2M
Cap. Flow %
1.55%
Top 10 Hldgs %
65.83%
Holding
44
New
4
Increased
8
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
OMF icon
OneMain Financial
OMF
+$77.4M
2
COF icon
Capital One
COF
+$77.4M
3
AMZN icon
Amazon
AMZN
+$37.3M
4
PLGO
Pelagos Insurance Capital
PLGO
+$18M
5
LAD icon
Lithia Motors
LAD
+$6.65M

Top Sells

Rank Stock Value
1
RRX icon
Regal Rexnord
RRX
+$96.8M
2
AMRZ
Amrize Ltd
AMRZ
+$47.6M
3
ELV icon
Elevance Health
ELV
+$37.1M
4
OXY icon
Occidental Petroleum
OXY
+$28.8M
5
AESI icon
Atlas Energy Solutions
AESI
+$11.3M

Sector Composition

Rank Sector Weight
1 Industrials 27.72%
2 Financials 26.15%
3 Energy 15.35%
4 Materials 7.85%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.02T
$26M 0.85%
43,593
– –
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.22T
$21.6M 0.71%
75,000
– –
FOA icon
28
Finance of America Companies
FOA
$185M
$21.3M 0.7%
1,286,068
+28
+0% +$579
DMAC icon
29
DiaMedica Therapeutics
DMAC
$352M
$13.7M 0.45%
2,020,000
– –
ABR icon
30
Arbor Realty Trust
ABR
$968M
$12M 0.39%
1,560,000
– –
EFA icon
31
iShares MSCI EAFE ETF
EFA
$80B
$5.58M 0.18%
57,453
– –
IEUR icon
32
iShares Core MSCI Europe ETF
IEUR
$9.43B
$2.7M 0.09%
38,388
– –
VGK icon
33
Vanguard FTSE Europe ETF
VGK
$31.2B
$2.04M 0.07%
24,693
– –
EWJ icon
34
iShares MSCI Japan ETF
EWJ
$22.4B
$1.72M 0.06%
20,315
+6,010
+42% +$520K
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.49M 0.05%
25,028
– –
EWC icon
36
iShares MSCI Canada ETF
EWC
$6.6B
$687K 0.02%
12,531
– –
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$642K 0.02%
12,876
– –
EPP icon
38
iShares MSCI Pacific ex Japan ETF
EPP
$2.33B
$404K 0.01%
7,610
– –
FLCA icon
39
Franklin FTSE Canada ETF
FLCA
$869M
$281K 0.01%
5,750
– –
HSPT
40
DELISTED
Horizon Space Acquisition II Corp
HSPT
$242 ﹤0.01%
+1,100
New +$11.1K
OXY icon
41
Occidental Petroleum
OXY
$61.3B
– –
-700,000
Closed -$28.8M
RRX icon
42
Regal Rexnord
RRX
$11.1B
– –
-690,000
Closed -$96.8M
AMRZ
43
Amrize Ltd
AMRZ
$25B
– –
-880,000
Closed -$47.6M
1
2

Similar funds

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
MHC
Meyer Handelman Company Rye Brook, New York $3.53B AUM 30.49% 1-Year Est. Return

Leon Cooperman's Q1 2026 Portfolio in Review

As of Q1 2026, Leon Cooperman held 44 positions worth $3.05B, up 1.1% from $3.01B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Leon Cooperman's Q1 2026 filing shows 4 new, 8 increased, 2 reduced and 3 closed positions. Its largest new stake was Capital One: 370,000 shares worth $67.5M. The largest sale was Regal Rexnord, an estimated $96.8M.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 27% a quarter earlier, followed by Financials and Energy.

  • Leon Cooperman's largest Q1 2026 buy was Capital One: 370,000 shares worth $67.5M.
  • Leon Cooperman added most to OneMain Financial in Q1 2026, an estimated $77.4M increase.
  • Leon Cooperman's biggest Q1 2026 reduction was Elevance Health, cutting an estimated $37.1M.
  • Leon Cooperman fully exited Regal Rexnord in Q1 2026, selling an estimated $96.8M.
  • Leon Cooperman's ten largest holdings make up 66% of its $3.05B portfolio in Q1 2026.
  • Leon Cooperman opened 4 new positions and closed 3 in Q1 2026.
  • Leon Cooperman's portfolio value rose 1.1% quarter-over-quarter to $3.05B.

Based on Cooperman Leon G's 13F filing for Q1 2026, filed 15 May 2026.