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 |
eBay
EBAY
|
+$113M |
| 2 |
Dollar General
DG
|
+$97.2M |
| 3 |
JPMorgan Chase
JPM
|
+$92.7M |
| 4 |
ADT
ADT Corp
ADT
|
+$88.7M |
| 5 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$73.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T-Mobile US
TMUS
|
+$102M |
| 2 |
DISH
DISH Network Corp.
DISH
|
+$47M |
| 3 |
Qualcomm
QCOM
|
+$45.7M |
| 4 |
General Motors
GM
|
+$42.8M |
| 5 |
CACQ
Caesars Acquisition Company
CACQ
|
+$41.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 21.84% |
| 2 | Energy | 18.8% |
| 3 | Communication Services | 13.61% |
| 4 | Real Estate | 10.26% |
| 5 | Healthcare | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWO
76
Two Harbors Investment
TWO
$1.27B
| $1.02M | 0.01% |
12,500
| – | – |
|
|
TGP
77
DELISTED
Teekay LNG Partners L.P.
TGP
| $827K | 0.01% |
20,000
| – | – |
|
|
ENLK
78
DELISTED
EnLink Midstream Partners, LP
ENLK
| $703K | 0.01% |
23,100
| – | – |
|
|
SBY
79
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $76K | ﹤0.01% |
4,882
| – | – |
|
80
iShares MSCI Mexico ETF
EWW
$1.86B
| – | – |
-75,000
| Closed | -$5.1M |
|
|
81
General Motors
GM
$77.2B
| – | – |
-1,046,400
| Closed | -$42.8M |
|
82
KKR & Co
KKR
$97.4B
| – | – |
-1,640,540
| Closed | -$39.9M |
|
83
Lennar Class A
LEN
$21B
| – | – |
-446,488
| Closed | -$16.8M |
|
84
MetLife
MET
$60B
| – | – |
-149,114
| Closed | -$7.17M |
|
|
TGNA
85
DELISTED
TEGNA Inc
TGNA
| – | – |
-401,867
| Closed | -$6.22M |
|
|
86
T-Mobile US
TMUS
$196B
| – | – |
-3,040,145
| Closed | -$102M |
|
87
Williams Companies
WMB
$86.2B
| – | – |
-550,000
| Closed | -$21.2M |
|
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Leon Cooperman's Q1 2014 Portfolio in Review
As of Q1 2014, Leon Cooperman held 87 positions worth $7.54B, up 7% from $7.05B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Leon Cooperman deployed $647M of net new capital in Q1 2014, opening 10 new positions and adding to 35 existing holdings. Its largest new stake was Dollar General: 1,670,100 shares worth $92.7M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, down from 23% a quarter earlier, followed by Energy and Communication Services.
On the sell side, the largest reduction was DISH Network Corp., an estimated $47M trimmed.
- Leon Cooperman's largest Q1 2014 buy was Dollar General: 1,670,100 shares worth $92.7M.
- Leon Cooperman added most to eBay in Q1 2014, an estimated $113M increase.
- Leon Cooperman's biggest Q1 2014 reduction was DISH Network Corp., cutting an estimated $47M.
- Leon Cooperman fully exited T-Mobile US in Q1 2014, selling an estimated $102M.
- Leon Cooperman's ten largest holdings make up 34% of its $7.54B portfolio in Q1 2014.
- Leon Cooperman opened 10 new positions and closed 8 in Q1 2014.
- Leon Cooperman's portfolio value rose 7% quarter-over-quarter to $7.54B.
Based on Cooperman Leon G's 13F filing for Q1 2014, filed 15 May 2014.