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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
+13.85%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$1.64B
AUM Growth
–
Cap. Flow
+$1.64B
Cap. Flow %
100.45%
Top 10 Hldgs %
52.62%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FDC
First Data Corporation
FDC
+$164M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$123M
3
CI icon
Cigna
CI
+$99.5M
4
UAL icon
United Airlines
UAL
+$98M
5
CIM
Chimera Investment
CIM
+$90.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 23.54%
2 Energy 15.03%
3 Communication Services 12.51%
4 Healthcare 11.16%
5 Real Estate 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AC
51
DELISTED
Associated Capital Group
AC
$340K 0.02%
+8,643
New +$353K
GBL
52
DELISTED
GAMCO Investors, Inc.
GBL
$176K 0.01%
+8,600
New +$170K
GPMT
53
Granite Point Mortgage Trust
GPMT
$54.5M
$132K 0.01%
+7,107
New +$134K
AES icon
54
AES
AES
$10.5B
$16K ﹤0.01%
+900
New +$15.1K
1 2
3

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Leon Cooperman's Q1 2019 Portfolio in Review

As of Q1 2019, Leon Cooperman held 55 positions worth $1.64B. Its ten largest holdings account for 53% of the portfolio.

Leon Cooperman deployed $1.64B of net new capital in Q1 2019, opening 55 new positions. Its largest new stake was First Data Corporation: 6,919,681 shares worth $182M.

By sector, the portfolio is most concentrated in Industrials at 24% of assets, followed by Energy and Communication Services.

  • Leon Cooperman's largest Q1 2019 buy was First Data Corporation: 6,919,681 shares worth $182M.
  • Leon Cooperman's ten largest holdings make up 53% of its $1.64B portfolio in Q1 2019.
  • Leon Cooperman opened 55 new positions and closed 0 in Q1 2019.

Based on Cooperman Leon G's 13F filing for Q1 2019, filed 15 May 2019.