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 |
Las Vegas Sands
LVS
|
+$27M |
| 2 |
Elevance Health
ELV
|
+$26.4M |
| 3 |
WillScot Mobile Mini Holdings
WSC
|
+$20.9M |
| 4 |
Manchester United
MANU
|
+$20.2M |
| 5 |
DT Midstream
DTM
|
+$12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cigna
CI
|
+$25.7M |
| 2 |
Arbor Realty Trust
ABR
|
+$17M |
| 3 |
Vertiv
VRT
|
+$11.5M |
| 4 |
Warner Bros
WBD
|
+$2.51M |
| 5 |
EFC
Ellington Financial
EFC
|
+$1.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 20.66% |
| 2 | Financials | 19.9% |
| 3 | Industrials | 18.44% |
| 4 | Consumer Discretionary | 8.97% |
| 5 | Technology | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Energy Transfer Partners
ET
$73B
| $167M | 8.75% |
11,912,500
| – | – |
|
|
COOP
2
DELISTED
Mr. Cooper
COOP
| $164M | 8.57% |
3,054,000
| – | – |
|
3
Apollo Global Management
APO
$78.4B
| $146M | 7.64% |
1,625,000
| – | – |
|
4
Lithia Motors
LAD
$8.15B
| $123M | 6.42% |
415,000
| – | – |
|
|
5
WillScot Mobile Mini Holdings
WSC
$4.01B
| $113M | 5.93% |
2,725,000
+475,000
| +21% | +$20.9M |
|
6
Devon Energy
DVN
$54B
| $110M | 5.74% |
2,299,900
| – | – |
|
|
7
Vertiv
VRT
$101B
| $98.6M | 5.16% |
2,650,000
-350,000
| -12% | -$11.5M |
|
8
Alphabet (Google) Class A
GOOGL
$4.22T
| $85.1M | 4.45% |
650,000
| – | – |
|
9
Ashland
ASH
$3.33B
| $78.4M | 4.11% |
960,065
| – | – |
|
10
Microsoft
MSFT
$3.59T
| $77.6M | 4.06% |
245,705
| – | – |
|
|
11
Cigna
CI
$73.3B
| $77.4M | 4.05% |
270,655
-90,218
| -25% | -$25.7M |
|
|
PXD
12
DELISTED
Pioneer Natural Resource Co.
PXD
| $67.4M | 3.53% |
293,546
| – | – |
|
13
Regal Rexnord
RRX
$11.1B
| $66.4M | 3.48% |
464,666
| – | – |
|
14
Mirion Technologies
MIR
$3.69B
| $55.3M | 2.89% |
7,400,000
| – | – |
|
|
15
Elevance Health
ELV
$86.9B
| $51.4M | 2.69% |
118,140
+58,140
| +97% | +$26.4M |
|
|
FISV
16
Fiserv Inc
FISV
$28B
| $50.3M | 2.63% |
445,000
| – | – |
|
|
17
Las Vegas Sands
LVS
$30.5B
| $45.8M | 2.4% |
1,000,000
+500,000
| +100% | +$27M |
|
18
MP Materials
MP
$10.7B
| $42.9M | 2.24% |
2,244,000
+16,500
| +0.7% | +$366K |
|
|
19
Arbor Realty Trust
ABR
$968M
| $36.1M | 1.89% |
2,381,194
-1,073,500
| -31% | -$17M |
|
20
Citigroup
C
$221B
| $28.8M | 1.51% |
700,000
| – | – |
|
|
21
DT Midstream
DTM
$12.9B
| $28M | 1.47% |
530,000
+230,000
| +77% | +$12M |
|
22
Motorola Solutions
MSI
$79.5B
| $27.2M | 1.43% |
100,000
| – | – |
|
23
Enterprise Products Partners
EPD
$82.1B
| $22.3M | 1.17% |
815,000
| – | – |
|
24
ADT
ADT
$5.39B
| $18.6M | 0.97% |
3,100,000
| – | – |
|
|
25
Manchester United
MANU
$4.1B
| $18.4M | 0.96% |
+929,078
| New | +$20.2M |
|
Similar funds
Leon Cooperman's Q3 2023 Portfolio in Review
As of Q3 2023, Leon Cooperman held 57 positions worth $1.91B, up 3.6% from $1.84B the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Leon Cooperman deployed $62.7M of net new capital in Q3 2023, opening 3 new positions and adding to 8 existing holdings. Its largest new stake was Manchester United: 929,078 shares worth $18.4M.
By sector, the portfolio is most concentrated in Energy at 21% of assets, up from 20% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Cigna, an estimated $25.7M trimmed.
- Leon Cooperman's largest Q3 2023 buy was Manchester United: 929,078 shares worth $18.4M.
- Leon Cooperman added most to Las Vegas Sands in Q3 2023, an estimated $27M increase.
- Leon Cooperman's biggest Q3 2023 reduction was Cigna, cutting an estimated $25.7M.
- Leon Cooperman fully exited Warner Bros in Q3 2023, selling an estimated $2.51M.
- Leon Cooperman's ten largest holdings make up 61% of its $1.91B portfolio in Q3 2023.
- Leon Cooperman opened 3 new positions and closed 3 in Q3 2023.
- Leon Cooperman's portfolio value rose 3.6% quarter-over-quarter to $1.91B.
Based on Cooperman Leon G's 13F filing for Q3 2023, filed 14 Nov 2023.