Leon Cooperman Cooperman Leon G
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FOE
Ferro Corporation
FOE
|
+$28.9M |
| 2 |
COOP
Mr. Cooper
COOP
|
+$23.7M |
| 3 |
JPMorgan Chase
JPM
|
+$21.9M |
| 4 |
PE
PARSLEY ENERGY INC
PE
|
+$13.7M |
| 5 |
Navient
NAVI
|
+$9.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$115M |
| 2 |
United Airlines
UAL
|
+$102M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$66.4M |
| 4 |
DuPont de Nemours
DD
|
+$50.9M |
| 5 |
NRG Energy
NRG
|
+$46.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.62% |
| 2 | Healthcare | 15.87% |
| 3 | Communication Services | 13.75% |
| 4 | Financials | 13.69% |
| 5 | Real Estate | 10.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dynatrace
DT
$14.2B
| – | – |
-40,000
| Closed | -$1.01M |
|
52
Diamondback Energy
FANG
$59B
| – | – |
-400,000
| Closed | -$37.1M |
|
53
SPDR Gold Trust
GLD
$152B
| – | – |
-173,425
| Closed | -$24.8M |
|
|
HES
54
DELISTED
Hess
HES
| – | – |
-403,800
| Closed | -$27M |
|
55
IQVIA
IQV
$42.8B
| – | – |
-15,647
| Closed | -$2.42M |
|
|
56
NRG Energy
NRG
$23.8B
| – | – |
-1,175,000
| Closed | -$46.7M |
|
57
Par Pacific Holdings
PARR
$3.96B
| – | – |
-100,000
| Closed | -$2.32M |
|
58
iShares Silver Trust
SLV
$33.8B
| – | – |
-150,000
| Closed | -$2.5M |
|
|
59
United Airlines
UAL
$36.7B
| – | – |
-1,160,802
| Closed | -$102M |
|
60
UnitedHealth
UNH
$350B
| – | – |
-141,500
| Closed | -$41.6M |
|
61
Workday
WDAY
$49.4B
| – | – |
-61,000
| Closed | -$10M |
|
62
Wells Fargo
WFC
$254B
| – | – |
-393,600
| Closed | -$21.2M |
|
|
MDLA
63
DELISTED
Medallia, Inc.
MDLA
| – | – |
-20,000
| Closed | -$622K |
|
Similar funds
Leon Cooperman's Q1 2020 Portfolio in Review
As of Q1 2020, Leon Cooperman held 63 positions worth $775M, down 59% from $1.88B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Leon Cooperman withdrew a net $537M in Q1 2020, closing 20 positions and reducing 7 holdings. Its most notable exit was United Airlines, an estimated $102M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Healthcare and Communication Services.
Against the trend, Leon Cooperman opened a new position in JPMorgan Chase worth $16.2M.
- Leon Cooperman's largest Q1 2020 buy was JPMorgan Chase: 180,000 shares worth $16.2M.
- Leon Cooperman added most to Ferro Corporation in Q1 2020, an estimated $28.9M increase.
- Leon Cooperman's biggest Q1 2020 reduction was Fiserv Inc, cutting an estimated $115M.
- Leon Cooperman fully exited United Airlines in Q1 2020, selling an estimated $102M.
- Leon Cooperman's ten largest holdings make up 65% of its $775M portfolio in Q1 2020.
- Leon Cooperman opened 3 new positions and closed 20 in Q1 2020.
- Leon Cooperman's portfolio value fell 59% quarter-over-quarter to $775M.
Based on Cooperman Leon G's 13F filing for Q1 2020, filed 15 May 2020.