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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
+13.2%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$7.05B
AUM Growth
+$442M
Cap. Flow
-$174M
Cap. Flow %
-2.46%
Top 10 Hldgs %
36.51%
Holding
90
New
16
Increased
22
Reduced
26
Closed
13

Top Buys

Rank Stock Value
1
GLPI icon
Gaming and Leisure Properties
GLPI
+$106M
2
SUNE
SUNEDISON, INC COM
SUNE
+$91.4M
3
ICE icon
Intercontinental Exchange
ICE
+$88.1M
4
TMUS icon
T-Mobile US
TMUS
+$83.3M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$82.1M

Top Sells

Rank Stock Value
1
NYX
NYSE EURONEXT INC
NYX
+$173M
2
MET icon
MetLife
MET
+$142M
3
ESRX
Express Scripts Holding Company
ESRX
+$113M
4
PLCM
POLYCOM INC
PLCM
+$103M
5
PENN icon
PENN Entertainment
PENN
+$86.2M

Sector Composition

Rank Sector Weight
1 Financials 22.58%
2 Energy 18.76%
3 Communication Services 15.07%
4 Real Estate 10.61%
5 Technology 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENLK
76
DELISTED
EnLink Midstream Partners, LP
ENLK
$638K 0.01%
23,100
– –
SBY
77
DELISTED
Silver Bay Realty Trust Corp.
SBY
$78K ﹤0.01%
4,882
– –
DXJ icon
78
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
– –
-35,000
Closed -$1.68M
EWC icon
79
iShares MSCI Canada ETF
EWC
$6.6B
– –
-60,000
Closed -$1.7M
MRK icon
80
Merck
MRK
$376B
– –
-212,954
Closed -$9.67M
PENN icon
81
PENN Entertainment
PENN
$2.5B
– –
-6,888,765
Closed -$86.2M
XLB icon
82
State Street Materials Select Sector SPDR ETF
XLB
$8.87B
– –
-72,000
Closed -$1.51M
XLF icon
83
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
– –
-85,436
Closed -$1.49M
ONIT
84
Onity Group
ONIT
$301M
– –
-19,487
Closed -$16.3M
BEL
85
DELISTED
Belmond Ltd.
BEL
– –
-1,205,022
Closed -$15.6M
VR
86
DELISTED
Validus Hold Ltd
VR
– –
-1,579,928
Closed -$58.4M
ATML
87
DELISTED
ATMEL CORP
ATML
– –
-9,048,095
Closed -$67.3M
NYX
88
DELISTED
NYSE EURONEXT INC
NYX
– –
-4,123,799
Closed -$173M
PLCM
89
DELISTED
POLYCOM INC
PLCM
– –
-9,424,548
Closed -$103M
LNCO
90
DELISTED
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
– –
-472,453
Closed -$17.5M
1 2 3
4

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Leon Cooperman's Q4 2013 Portfolio in Review

As of Q4 2013, Leon Cooperman held 90 positions worth $7.05B, up 6.7% from $6.61B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Leon Cooperman's Q4 2013 filing shows 16 new, 22 increased, 26 reduced and 13 closed positions. Its largest new stake was Gaming and Leisure Properties: 2,221,587 shares worth $113M. The largest sale was NYSE EURONEXT INC, an estimated $173M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, down from 28% a quarter earlier, followed by Energy and Communication Services.

  • Leon Cooperman's largest Q4 2013 buy was Gaming and Leisure Properties: 2,221,587 shares worth $113M.
  • Leon Cooperman added most to Caesars Entertainment Corporation in Q4 2013, an estimated $42.5M increase.
  • Leon Cooperman's biggest Q4 2013 reduction was MetLife, cutting an estimated $142M.
  • Leon Cooperman fully exited NYSE EURONEXT INC in Q4 2013, selling an estimated $173M.
  • Leon Cooperman's ten largest holdings make up 37% of its $7.05B portfolio in Q4 2013.
  • Leon Cooperman opened 16 new positions and closed 13 in Q4 2013.
  • Leon Cooperman's portfolio value rose 6.7% quarter-over-quarter to $7.05B.

Based on Cooperman Leon G's 13F filing for Q4 2013, filed 14 Feb 2014.