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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
+7.83%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$6.61B
AUM Growth
+$84.2M
Cap. Flow
-$318M
Cap. Flow %
-4.81%
Top 10 Hldgs %
34.85%
Holding
85
New
11
Increased
24
Reduced
17
Closed
11

Top Buys

Rank Stock Value
1
S
Sprint Corporation
S
+$232M
2
FCX icon
Freeport-McMoran
FCX
+$87.2M
3
PENN icon
PENN Entertainment
PENN
+$83M
4
HCA icon
HCA Healthcare
HCA
+$74.8M
5
HOUS
Anywhere Real Estate
HOUS
+$70.9M

Top Sells

Rank Stock Value
1
FON
SPRINT CORP FON COM
FON
+$668M
2
OXY icon
Occidental Petroleum
OXY
+$87.5M
3
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$85.6M
4
WFC icon
Wells Fargo
WFC
+$68.3M
5
QCOM icon
Qualcomm
QCOM
+$60.6M

Sector Composition

Rank Sector Weight
1 Financials 27.82%
2 Energy 20.09%
3 Communication Services 10.11%
4 Healthcare 9.08%
5 Real Estate 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLM icon
1
SLM Corp
SLM
$4.97B
$322M 4.87%
36,142,404
-593,456
-2% -$5.18M
AIG icon
2
American International
AIG
$39.8B
$282M 4.27%
5,806,600
-7,500
-0.1% -$356K
SIRI icon
3
SiriusXM
SIRI
$9.67B
$279M 4.21%
7,189,300
– –
S
4
DELISTED
Sprint Corporation
S
$219M 3.32%
+35,293,890
New +$232M
AHD
5
DELISTED
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
$219M 3.32%
4,011,167
+37,600
+0.9% +$2.05M
MSI icon
6
Motorola Solutions
MSI
$79.5B
$217M 3.29%
3,661,701
+352,901
+11% +$20.3M
SD
7
DELISTED
SANDRIDGE ENERGY, INC.
SD
$201M 3.04%
34,256,163
+4,997,654
+17% +$26.8M
QCOM icon
8
Qualcomm
QCOM
$169B
$190M 2.88%
2,826,100
-924,200
-25% -$60.6M
CIM
9
Chimera Investment
CIM
$964M
$188M 2.84%
4,122,178
+329,952
+9% +$14.7M
C icon
10
Citigroup
C
$221B
$186M 2.81%
3,832,300
+1,212,100
+46% +$61.3M
HAL icon
11
Halliburton
HAL
$29.4B
$175M 2.65%
3,642,400
+60,100
+2% +$2.81M
NYX
12
DELISTED
NYSE EURONEXT INC
NYX
$173M 2.62%
4,123,799
– –
APL
13
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
$167M 2.53%
4,303,569
-5,300
-0.1% -$202K
BSX icon
14
Boston Scientific
BSX
$73B
$158M 2.39%
13,467,416
-2,994,684
-18% -$32.4M
DISH
15
DELISTED
DISH Network Corp.
DISH
$158M 2.39%
3,510,970
-110,000
-3% -$4.95M
KFN
16
DELISTED
KKR FINANCIAL HOLDINGS LLC COM
KFN
$156M 2.35%
15,061,010
+298,825
+2% +$3.13M
RIG icon
17
Transocean
RIG
$6.61B
$155M 2.35%
3,483,545
+1,900
+0.1% +$89.8K
EMN icon
18
Eastman Chemical
EMN
$8.47B
$144M 2.17%
1,844,481
-2,500
-0.1% -$193K
ASPS icon
19
Altisource Portfolio Solutions
ASPS
$62.6M
$142M 2.15%
127,060
-28,671
-18% -$27.9M
LYB icon
20
LyondellBasell Industries
LYB
$21.8B
$139M 2.1%
1,893,133
+15,000
+0.8% +$1.04M
MET icon
21
MetLife
MET
$60B
$139M 2.1%
3,311,005
-7,854
-0.2% -$338K
KMI icon
22
Kinder Morgan
KMI
$69B
$134M 2.03%
3,771,759
-1,266,000
-25% -$47.5M
ETFC
23
DELISTED
E*Trade Financial Corporation
ETFC
$127M 1.92%
7,680,786
-270,094
-3% -$4.03M
COF icon
24
Capital One
COF
$134B
$118M 1.79%
1,716,900
– –
ESRX
25
DELISTED
Express Scripts Holding Company
ESRX
$118M 1.78%
1,902,798
-833,529
-30% -$53.9M
1
2 3 4

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Leon Cooperman's Q3 2013 Portfolio in Review

As of Q3 2013, Leon Cooperman held 85 positions worth $6.61B, up 1.3% from $6.53B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Leon Cooperman withdrew a net $318M in Q3 2013, closing 11 positions and reducing 17 holdings. Its most notable exit was SPRINT CORP FON COM, an estimated $668M position sold in full.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Leon Cooperman opened a new position in Sprint Corporation worth $219M.

  • Leon Cooperman's largest Q3 2013 buy was Sprint Corporation: 35,293,890 shares worth $219M.
  • Leon Cooperman added most to Citigroup in Q3 2013, an estimated $61.3M increase.
  • Leon Cooperman's biggest Q3 2013 reduction was LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS, cutting an estimated $85.6M.
  • Leon Cooperman fully exited SPRINT CORP FON COM in Q3 2013, selling an estimated $668M.
  • Leon Cooperman's ten largest holdings make up 35% of its $6.61B portfolio in Q3 2013.
  • Leon Cooperman opened 11 new positions and closed 11 in Q3 2013.
  • Leon Cooperman's portfolio value rose 1.3% quarter-over-quarter to $6.61B.

Based on Cooperman Leon G's 13F filing for Q3 2013, filed 14 Nov 2013.