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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
+13.2%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$7.05B
AUM Growth
+$442M
Cap. Flow
-$174M
Cap. Flow %
-2.46%
Top 10 Hldgs %
36.51%
Holding
90
New
16
Increased
22
Reduced
26
Closed
13

Top Buys

Rank Stock Value
1
GLPI icon
Gaming and Leisure Properties
GLPI
+$106M
2
SUNE
SUNEDISON, INC COM
SUNE
+$91.4M
3
ICE icon
Intercontinental Exchange
ICE
+$88.1M
4
TMUS icon
T-Mobile US
TMUS
+$83.3M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$82.1M

Top Sells

Rank Stock Value
1
NYX
NYSE EURONEXT INC
NYX
+$173M
2
MET icon
MetLife
MET
+$142M
3
ESRX
Express Scripts Holding Company
ESRX
+$113M
4
PLCM
POLYCOM INC
PLCM
+$103M
5
PENN icon
PENN Entertainment
PENN
+$86.2M

Sector Composition

Rank Sector Weight
1 Financials 22.58%
2 Energy 18.76%
3 Communication Services 15.07%
4 Real Estate 10.61%
5 Technology 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGO icon
51
Assured Guaranty
AGO
$3.27B
$45.1M 0.64%
+1,911,013
New +$41.6M
UAL icon
52
United Airlines
UAL
$36.7B
$44.6M 0.63%
+1,177,700
New +$41.3M
GM icon
53
General Motors
GM
$77.2B
$42.8M 0.61%
+1,046,400
New +$39.5M
KKR icon
54
KKR & Co
KKR
$97.4B
$39.9M 0.57%
1,640,540
-1,453,125
-47% -$33.4M
CACQ
55
DELISTED
Caesars Acquisition Company
CACQ
$39.6M 0.56%
+3,285,473
New +$38.1M
OPLN
56
Openlane
OPLN
$4.08B
$34.6M 0.49%
+3,097,217
New +$33.6M
SVU
57
DELISTED
SUPERVALU Inc.
SVU
$26.7M 0.38%
523,331
-198,243
-27% -$9.78M
WMB icon
58
Williams Companies
WMB
$86.2B
$21.2M 0.3%
550,000
-652,538
-54% -$23.5M
LIN
59
DELISTED
LIN MEDIA LLC CLASS A COM
LIN
$17.2M 0.24%
600,000
– –
LEN icon
60
Lennar Class A
LEN
$21B
$16.8M 0.24%
446,488
-850,009
-66% -$28.7M
FCRD
61
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$15.4M 0.22%
933,170
-548,214
-37% -$8.93M
CIE
62
DELISTED
Cobalt International Energy, Inc
CIE
$13.2M 0.19%
+53,533
New +$16.7M
ESRX
63
DELISTED
Express Scripts Holding Company
ESRX
$12.2M 0.17%
173,100
-1,729,698
-91% -$113M
CNOB icon
64
Center Bancorp
CNOB
$1.62B
$10.2M 0.15%
545,000
– –
EFC
65
Ellington Financial
EFC
$1.76B
$8.45M 0.12%
+372,530
New +$8.59M
MET icon
66
MetLife
MET
$60B
$7.17M 0.1%
149,114
-3,161,891
-95% -$142M
TGNA
67
DELISTED
TEGNA Inc
TGNA
$6.22M 0.09%
+401,867
New +$5.67M
RSO
68
DELISTED
Resource Capital Corp.
RSO
$5.93M 0.08%
250,000
– –
EWW icon
69
iShares MSCI Mexico ETF
EWW
$1.86B
$5.1M 0.07%
+75,000
New +$4.93M
REXI
70
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$4.38M 0.06%
467,600
-724,133
-61% -$6.44M
JPM icon
71
JPMorgan Chase
JPM
$935B
$4.06M 0.06%
69,400
+21,500
+45% +$1.18M
MITT
72
TPG Mortgage Investment Trust
MITT
$213M
$3.13M 0.04%
66,667
– –
MFIC icon
73
MidCap Financial Investment
MFIC
$804M
$1.27M 0.02%
50,000
– –
TWO
74
Two Harbors Investment
TWO
$1.27B
$928K 0.01%
12,500
– –
TGP
75
DELISTED
Teekay LNG Partners L.P.
TGP
$854K 0.01%
20,000
– –
1 2
3
4

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Leon Cooperman's Q4 2013 Portfolio in Review

As of Q4 2013, Leon Cooperman held 90 positions worth $7.05B, up 6.7% from $6.61B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Leon Cooperman's Q4 2013 filing shows 16 new, 22 increased, 26 reduced and 13 closed positions. Its largest new stake was Gaming and Leisure Properties: 2,221,587 shares worth $113M. The largest sale was NYSE EURONEXT INC, an estimated $173M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, down from 28% a quarter earlier, followed by Energy and Communication Services.

  • Leon Cooperman's largest Q4 2013 buy was Gaming and Leisure Properties: 2,221,587 shares worth $113M.
  • Leon Cooperman added most to Caesars Entertainment Corporation in Q4 2013, an estimated $42.5M increase.
  • Leon Cooperman's biggest Q4 2013 reduction was MetLife, cutting an estimated $142M.
  • Leon Cooperman fully exited NYSE EURONEXT INC in Q4 2013, selling an estimated $173M.
  • Leon Cooperman's ten largest holdings make up 37% of its $7.05B portfolio in Q4 2013.
  • Leon Cooperman opened 16 new positions and closed 13 in Q4 2013.
  • Leon Cooperman's portfolio value rose 6.7% quarter-over-quarter to $7.05B.

Based on Cooperman Leon G's 13F filing for Q4 2013, filed 14 Feb 2014.