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 |
Regal Rexnord
RRX
|
+$60.9M |
| 2 |
Lithia Motors
LAD
|
+$34.2M |
| 3 |
Enterprise Products Partners
EPD
|
+$19.4M |
| 4 |
Bank of America
BAC
|
+$10.3M |
| 5 |
Mirion Technologies
MIR
|
+$7.83M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CTRA
Coterra Energy
CTRA
|
+$33.8M |
| 2 |
OneMain Financial
OMF
|
+$10M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$4.75M |
| 4 |
Trinity Industries
TRN
|
+$2.64M |
| 5 |
SRGA
Surgalign Holdings, Inc. Common Stock
SRGA
|
+$435K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 21.5% |
| 2 | Financials | 18.49% |
| 3 | Industrials | 14.63% |
| 4 | Materials | 9.22% |
| 5 | Technology | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VORBW
51
DELISTED
Virgin Orbit Holdings, Inc. Warrant
VORBW
| $286K | 0.02% |
162,002
| – | – |
|
52
Blue Owl Capital
OBDC
$5.57B
| $139K | 0.01% |
12,000
| – | – |
|
53
AES
AES
$10.5B
| $25.9K | ﹤0.01% |
900
| – | – |
|
54
Barings BDC
BBDC
$978M
| $21.5K | ﹤0.01% |
2,643
| – | – |
|
|
55
OneMain Financial
OMF
$7.27B
| – | – |
-340,000
| Closed | -$10M |
|
56
Solid Power
SLDP
$541M
| – | – |
-55,373
| Closed | -$291K |
|
|
57
Trinity Industries
TRN
$2.37B
| – | – |
-123,798
| Closed | -$2.64M |
|
|
CURO
58
DELISTED
CURO Group Holdings Corp.
CURO
| – | – |
-30,000
| Closed | -$120K |
|
|
VORB
59
DELISTED
Virgin Orbit Holdings, Inc. Common Stock
VORB
| $0 | ﹤0.01% |
210,637
-126,763
| -38% | -$339K |
|
|
SRGA
60
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| – | – |
-124,999
| Closed | -$435K |
|
Similar funds
Leon Cooperman's Q4 2022 Portfolio in Review
As of Q4 2022, Leon Cooperman held 60 positions worth $1.61B, up 13% from $1.42B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Leon Cooperman deployed $98.5M of net new capital in Q4 2022, opening 4 new positions and adding to 11 existing holdings. Its largest new stake was Regal Rexnord: 464,666 shares worth $55.8M.
By sector, the portfolio is most concentrated in Energy at 22% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Coterra Energy, an estimated $33.8M trimmed.
- Leon Cooperman's largest Q4 2022 buy was Regal Rexnord: 464,666 shares worth $55.8M.
- Leon Cooperman added most to Lithia Motors in Q4 2022, an estimated $34.2M increase.
- Leon Cooperman's biggest Q4 2022 reduction was Coterra Energy, cutting an estimated $33.8M.
- Leon Cooperman fully exited OneMain Financial in Q4 2022, selling an estimated $10M.
- Leon Cooperman's ten largest holdings make up 64% of its $1.61B portfolio in Q4 2022.
- Leon Cooperman opened 4 new positions and closed 5 in Q4 2022.
- Leon Cooperman's portfolio value rose 13% quarter-over-quarter to $1.61B.
Based on Cooperman Leon G's 13F filing for Q4 2022, filed 30 Aug 2023.