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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
+16.16%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.4B
AUM Growth
+$300M
Cap. Flow
+$17.1M
Cap. Flow %
0.71%
Top 10 Hldgs %
61.09%
Holding
53
New
3
Increased
10
Reduced
2
Closed
2

Top Buys

Rank Stock Value
1
KBR icon
KBR
KBR
+$31.3M
2
ADT icon
ADT
ADT
+$20.3M
3
SE icon
Sea Limited
SE
+$11M
4
MANU icon
Manchester United
MANU
+$6.25M
5
LVS icon
Las Vegas Sands
LVS
+$4.63M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$45M
2
VRT icon
Vertiv
VRT
+$15.7M
3
EFC
Ellington Financial
EFC
+$1.5M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$672K

Sector Composition

Rank Sector Weight
1 Industrials 24.17%
2 Financials 20.57%
3 Energy 15.23%
4 Technology 9%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AES icon
51
AES
AES
$10.5B
$16.1K ﹤0.01%
900
– –
SCHO icon
52
Schwab Short-Term US Treasury ETF
SCHO
$13B
– –
-27,728
Closed -$672K
PXD
53
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-200,000
Closed -$45M
1 2
3

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Leon Cooperman's Q1 2024 Portfolio in Review

As of Q1 2024, Leon Cooperman held 53 positions worth $2.4B, up 14% from $2.1B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Leon Cooperman's Q1 2024 filing shows 3 new, 10 increased, 2 reduced and 2 closed positions. Its largest new stake was KBR: 550,000 shares worth $35M. The largest sale was Pioneer Natural Resource Co., an estimated $45M.

By sector, the portfolio is most concentrated in Industrials at 24% of assets, up from 21% a quarter earlier, followed by Financials and Energy.

  • Leon Cooperman's largest Q1 2024 buy was KBR: 550,000 shares worth $35M.
  • Leon Cooperman added most to ADT in Q1 2024, an estimated $20.3M increase.
  • Leon Cooperman's biggest Q1 2024 reduction was Vertiv, cutting an estimated $15.7M.
  • Leon Cooperman fully exited Pioneer Natural Resource Co. in Q1 2024, selling an estimated $45M.
  • Leon Cooperman's ten largest holdings make up 61% of its $2.4B portfolio in Q1 2024.
  • Leon Cooperman opened 3 new positions and closed 2 in Q1 2024.
  • Leon Cooperman's portfolio value rose 14% quarter-over-quarter to $2.4B.

Based on Cooperman Leon G's 13F filing for Q1 2024, filed 15 May 2024.