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 |
Apollo Global Management
APO
|
+$121M |
| 2 |
Energy Transfer Partners
ET
|
+$8.92M |
| 3 |
WillScot Mobile Mini Holdings
WSC
|
+$8.32M |
| 4 |
Mirion Technologies
MIR
|
+$3.76M |
| 5 |
Bank of America
BAC
|
+$3.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
+$133M |
| 2 |
COOP
Mr. Cooper
COOP
|
+$45.9M |
| 3 |
NRG Energy
NRG
|
+$25.8M |
| 4 |
Trinity Industries
TRN
|
+$20M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$15.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 18.58% |
| 2 | Financials | 16.42% |
| 3 | Materials | 11.19% |
| 4 | Technology | 10.77% |
| 5 | Communication Services | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.22T
| $167M | 8.79% |
1,200,000
| – | – |
|
2
Devon Energy
DVN
$54B
| $158M | 8.31% |
2,670,000
-51,469
| -2% | -$2.79M |
|
|
COOP
3
DELISTED
Mr. Cooper
COOP
| $148M | 7.79% |
3,239,000
-1,010,000
| -24% | -$45.9M |
|
4
MP Materials
MP
$10.7B
| $123M | 6.46% |
2,139,900
| – | – |
|
|
5
Apollo Global Management
APO
$78.4B
| $114M | 6% |
+1,838,400
| New | +$121M |
|
6
Cigna
CI
$73.3B
| $106M | 5.56% |
440,873
-9,127
| -2% | -$2.14M |
|
|
FISV
7
Fiserv Inc
FISV
$28B
| $105M | 5.5% |
1,030,600
| – | – |
|
|
CTRA
8
DELISTED
Coterra Energy
CTRA
| $89M | 4.69% |
3,300,000
+100,000
| +3% | +$2.34M |
|
|
9
Energy Transfer Partners
ET
$73B
| $88.4M | 4.65% |
7,900,000
+900,000
| +13% | +$8.92M |
|
10
Ashland
ASH
$3.33B
| $85.8M | 4.52% |
871,965
| – | – |
|
11
Microsoft
MSFT
$3.59T
| $75.8M | 3.99% |
245,705
| – | – |
|
|
12
WillScot Mobile Mini Holdings
WSC
$4.01B
| $75.1M | 3.96% |
1,920,151
+221,200
| +13% | +$8.32M |
|
13
Bausch Health
BHC
$2.41B
| $57.1M | 3.01% |
2,500,000
| – | – |
|
14
Lithia Motors
LAD
$8.15B
| $45M | 2.37% |
150,000
| – | – |
|
|
15
Trinity Industries
TRN
$2.37B
| $44.7M | 2.35% |
1,300,000
-650,000
| -33% | -$20M |
|
|
CIM
16
Chimera Investment
CIM
$964M
| $42.6M | 2.25% |
1,169,698
+34,945
| +3% | +$1.39M |
|
17
Arbor Realty Trust
ABR
$968M
| $40M | 2.1% |
2,342,694
| – | – |
|
18
General Motors
GM
$77.2B
| $32.8M | 1.73% |
750,000
| – | – |
|
19
Amazon
AMZN
$2.79T
| $32.6M | 1.72% |
200,000
| – | – |
|
20
Las Vegas Sands
LVS
$30.5B
| $28.1M | 1.48% |
723,300
| – | – |
|
21
Vertiv
VRT
$101B
| $28M | 1.47% |
2,000,000
| – | – |
|
|
22
Mirion Technologies
MIR
$3.69B
| $27.7M | 1.46% |
3,436,355
+436,355
| +15% | +$3.76M |
|
23
Motorola Solutions
MSI
$79.5B
| $24.2M | 1.28% |
100,000
| – | – |
|
24
Vanguard S&P 500 ETF
VOO
$1.02T
| $18.6M | 0.98% |
44,746
-6,280
| -12% | -$2.57M |
|
|
PXD
25
DELISTED
Pioneer Natural Resource Co.
PXD
| $17.5M | 0.92% |
70,000
-70,000
| -50% | -$15.8M |
|
Similar funds
Leon Cooperman's Q1 2022 Portfolio in Review
As of Q1 2022, Leon Cooperman held 60 positions worth $1.9B, down 4.6% from $1.99B the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Leon Cooperman withdrew a net $123M in Q1 2022, closing 7 positions and reducing 9 holdings. Its most notable exit was Athene Holding Ltd. Class A Common Shares, an estimated $133M position sold in full.
By sector, the portfolio is most concentrated in Energy at 19% of assets, up from 14% a quarter earlier, followed by Financials and Materials.
Against the trend, Leon Cooperman opened a new position in Apollo Global Management worth $114M.
- Leon Cooperman's largest Q1 2022 buy was Apollo Global Management: 1,838,400 shares worth $114M.
- Leon Cooperman added most to Energy Transfer Partners in Q1 2022, an estimated $8.92M increase.
- Leon Cooperman's biggest Q1 2022 reduction was Mr. Cooper, cutting an estimated $45.9M.
- Leon Cooperman fully exited Athene Holding Ltd. Class A Common Shares in Q1 2022, selling an estimated $133M.
- Leon Cooperman's ten largest holdings make up 62% of its $1.9B portfolio in Q1 2022.
- Leon Cooperman opened 4 new positions and closed 7 in Q1 2022.
- Leon Cooperman's portfolio value fell 4.6% quarter-over-quarter to $1.9B.
Based on Cooperman Leon G's 13F filing for Q1 2022, filed 31 Aug 2023.