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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
-0.33%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.37B
AUM Growth
-$30.4M
Cap. Flow
+$12M
Cap. Flow %
0.5%
Top 10 Hldgs %
60.94%
Holding
53
New
2
Increased
15
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
WSC icon
WillScot Mobile Mini Holdings
WSC
+$24.5M
2
KBR icon
KBR
KBR
+$16.2M
3
MP icon
MP Materials
MP
+$16.1M
4
RRX icon
Regal Rexnord
RRX
+$15.6M
5
PLGO
Pelagos Insurance Capital
PLGO
+$13M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$59.1M
2
C icon
Citigroup
C
+$19M
3
COOP
Mr. Cooper
COOP
+$15.5M
4
APO icon
Apollo Global Management
APO
+$11.3M
5
CCAP icon
Crescent Capital BDC
CCAP
+$5.54M

Sector Composition

Rank Sector Weight
1 Industrials 25.17%
2 Financials 19.64%
3 Energy 15.87%
4 Consumer Discretionary 7.96%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBDC icon
51
Barings BDC
BBDC
$978M
$25.7K ﹤0.01%
2,643
– –
AES icon
52
AES
AES
$10.5B
$15.8K ﹤0.01%
900
– –
C icon
53
Citigroup
C
$221B
– –
-300,000
Closed -$19M
1 2
3

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Leon Cooperman's Q2 2024 Portfolio in Review

As of Q2 2024, Leon Cooperman held 53 positions worth $2.37B, down 1.3% from $2.4B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Leon Cooperman's Q2 2024 filing shows 2 new, 15 increased, 5 reduced and 1 closed positions. Its largest new stake was Paramount Global Class B: 1,025,000 shares worth $10.6M. The largest sale was Microsoft, an estimated $59.1M.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 24% a quarter earlier, followed by Financials and Energy.

  • Leon Cooperman's largest Q2 2024 buy was Paramount Global Class B: 1,025,000 shares worth $10.6M.
  • Leon Cooperman added most to WillScot Mobile Mini Holdings in Q2 2024, an estimated $24.5M increase.
  • Leon Cooperman's biggest Q2 2024 reduction was Microsoft, cutting an estimated $59.1M.
  • Leon Cooperman fully exited Citigroup in Q2 2024, selling an estimated $19M.
  • Leon Cooperman's ten largest holdings make up 61% of its $2.37B portfolio in Q2 2024.
  • Leon Cooperman opened 2 new positions and closed 1 in Q2 2024.
  • Leon Cooperman's portfolio value fell 1.3% quarter-over-quarter to $2.37B.

Based on Cooperman Leon G's 13F filing for Q2 2024, filed 14 Aug 2024.