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 |
Regal Rexnord
RRX
|
+$60.9M |
| 2 |
Lithia Motors
LAD
|
+$34.2M |
| 3 |
Enterprise Products Partners
EPD
|
+$19.4M |
| 4 |
Bank of America
BAC
|
+$10.3M |
| 5 |
Mirion Technologies
MIR
|
+$7.83M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CTRA
Coterra Energy
CTRA
|
+$33.8M |
| 2 |
OneMain Financial
OMF
|
+$10M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$4.75M |
| 4 |
Trinity Industries
TRN
|
+$2.64M |
| 5 |
SRGA
Surgalign Holdings, Inc. Common Stock
SRGA
|
+$435K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 21.5% |
| 2 | Financials | 18.49% |
| 3 | Industrials | 14.63% |
| 4 | Materials | 9.22% |
| 5 | Technology | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Devon Energy
DVN
$54B
| $141M | 8.78% |
2,299,900
| – | – |
|
|
COOP
2
DELISTED
Mr. Cooper
COOP
| $130M | 8.07% |
3,239,000
| – | – |
|
3
Cigna
CI
$73.3B
| $120M | 7.42% |
360,873
| – | – |
|
4
Energy Transfer Partners
ET
$73B
| $119M | 7.39% |
10,032,504
+432,504
| +5% | +$5.19M |
|
5
Apollo Global Management
APO
$78.4B
| $117M | 7.28% |
1,838,400
| – | – |
|
6
Ashland
ASH
$3.33B
| $93.8M | 5.82% |
871,965
| – | – |
|
7
WillScot Mobile Mini Holdings
WSC
$4.01B
| $90.3M | 5.61% |
2,000,000
| – | – |
|
|
8
Lithia Motors
LAD
$8.15B
| $84.1M | 5.22% |
410,753
+160,000
| +64% | +$34.2M |
|
|
9
Alphabet (Google) Class A
GOOGL
$4.22T
| $83.8M | 5.2% |
950,000
-50,000
| -5% | -$4.75M |
|
10
Microsoft
MSFT
$3.59T
| $58.9M | 3.66% |
245,705
| – | – |
|
|
11
Regal Rexnord
RRX
$11.1B
| $55.8M | 3.46% |
+464,666
| New | +$60.9M |
|
12
MP Materials
MP
$10.7B
| $54M | 3.35% |
2,225,000
+85,100
| +4% | +$2.58M |
|
|
FISV
13
Fiserv Inc
FISV
$28B
| $45M | 2.79% |
445,000
| – | – |
|
|
PXD
14
DELISTED
Pioneer Natural Resource Co.
PXD
| $42.3M | 2.62% |
185,000
| – | – |
|
|
15
Mirion Technologies
MIR
$3.69B
| $42.1M | 2.61% |
6,366,073
+1,162,753
| +22% | +$7.83M |
|
16
Vertiv
VRT
$101B
| $40M | 2.48% |
2,930,100
+30,000
| +1% | +$400K |
|
17
Arbor Realty Trust
ABR
$968M
| $33.1M | 2.06% |
2,512,694
| – | – |
|
18
Motorola Solutions
MSI
$79.5B
| $32M | 1.98% |
124,000
| – | – |
|
|
STKL
19
DELISTED
SunOpta
STKL
| $25.6M | 1.59% |
3,034,265
+171,916
| +6% | +$1.62M |
|
20
Las Vegas Sands
LVS
$30.5B
| $24M | 1.49% |
500,000
| – | – |
|
|
CTRA
21
DELISTED
Coterra Energy
CTRA
| $20M | 1.24% |
815,000
-1,225,000
| -60% | -$33.8M |
|
|
22
Enterprise Products Partners
EPD
$82.1B
| $19.1M | 1.18% |
+790,000
| New | +$19.4M |
|
23
Citigroup
C
$221B
| $17.9M | 1.11% |
395,000
| – | – |
|
|
CIM
24
Chimera Investment
CIM
$964M
| $16.2M | 1% |
954,561
-6,667
| -0.7% | -$124K |
|
25
Vanguard S&P 500 ETF
VOO
$1.02T
| $15.7M | 0.98% |
44,746
| – | – |
|
Similar funds
Leon Cooperman's Q4 2022 Portfolio in Review
As of Q4 2022, Leon Cooperman held 60 positions worth $1.61B, up 13% from $1.42B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Leon Cooperman deployed $98.5M of net new capital in Q4 2022, opening 4 new positions and adding to 11 existing holdings. Its largest new stake was Regal Rexnord: 464,666 shares worth $55.8M.
By sector, the portfolio is most concentrated in Energy at 22% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Coterra Energy, an estimated $33.8M trimmed.
- Leon Cooperman's largest Q4 2022 buy was Regal Rexnord: 464,666 shares worth $55.8M.
- Leon Cooperman added most to Lithia Motors in Q4 2022, an estimated $34.2M increase.
- Leon Cooperman's biggest Q4 2022 reduction was Coterra Energy, cutting an estimated $33.8M.
- Leon Cooperman fully exited OneMain Financial in Q4 2022, selling an estimated $10M.
- Leon Cooperman's ten largest holdings make up 64% of its $1.61B portfolio in Q4 2022.
- Leon Cooperman opened 4 new positions and closed 5 in Q4 2022.
- Leon Cooperman's portfolio value rose 13% quarter-over-quarter to $1.61B.
Based on Cooperman Leon G's 13F filing for Q4 2022, filed 30 Aug 2023.