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
|
+$17.1M |
| 2 |
PLGO
Pelagos Insurance Capital
PLGO
|
+$14.2M |
| 3 |
Manchester United
MANU
|
+$11.9M |
| 4 |
WillScot Mobile Mini Holdings
WSC
|
+$10.6M |
| 5 |
Las Vegas Sands
LVS
|
+$10.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$21.9M |
| 2 |
Citigroup
C
|
+$17.7M |
| 3 |
Vertiv
VRT
|
+$12.8M |
| 4 |
Bank of America
BAC
|
+$11M |
| 5 |
Devon Energy
DVN
|
+$4.57M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 20.6% |
| 2 | Financials | 19.4% |
| 3 | Energy | 17.52% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Technology | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
COOP
1
DELISTED
Mr. Cooper
COOP
| $199M | 9.47% |
3,054,000
| – | – |
|
2
Energy Transfer Partners
ET
$73B
| $166M | 7.92% |
12,060,300
+147,800
| +1% | +$2.01M |
|
3
Apollo Global Management
APO
$78.4B
| $151M | 7.21% |
1,625,000
| – | – |
|
4
Lithia Motors
LAD
$8.15B
| $137M | 6.52% |
416,085
+1,085
| +0.3% | +$298K |
|
|
5
WillScot Mobile Mini Holdings
WSC
$4.01B
| $133M | 6.33% |
2,987,500
+262,500
| +10% | +$10.6M |
|
|
6
Vertiv
VRT
$101B
| $113M | 5.37% |
2,350,000
-300,000
| -11% | -$12.8M |
|
|
7
Devon Energy
DVN
$54B
| $99.7M | 4.74% |
2,200,000
-99,900
| -4% | -$4.57M |
|
8
Microsoft
MSFT
$3.59T
| $92.4M | 4.4% |
245,705
| – | – |
|
9
Alphabet (Google) Class A
GOOGL
$4.22T
| $90.8M | 4.32% |
650,000
| – | – |
|
|
10
Regal Rexnord
RRX
$11.1B
| $88.8M | 4.23% |
600,000
+135,334
| +29% | +$17.1M |
|
11
Cigna
CI
$73.3B
| $81M | 3.86% |
270,655
| – | – |
|
12
Ashland
ASH
$3.33B
| $80.9M | 3.85% |
960,065
| – | – |
|
13
Mirion Technologies
MIR
$3.69B
| $77M | 3.67% |
7,513,400
+113,400
| +2% | +$957K |
|
|
FISV
14
Fiserv Inc
FISV
$28B
| $63.8M | 3.04% |
480,000
+35,000
| +8% | +$4.29M |
|
15
Elevance Health
ELV
$86.9B
| $61.3M | 2.92% |
130,000
+11,860
| +10% | +$5.48M |
|
|
16
Las Vegas Sands
LVS
$30.5B
| $60M | 2.86% |
1,220,000
+220,000
| +22% | +$10.4M |
|
17
MP Materials
MP
$10.7B
| $47.5M | 2.26% |
2,392,200
+148,200
| +7% | +$2.53M |
|
|
PXD
18
DELISTED
Pioneer Natural Resource Co.
PXD
| $45M | 2.14% |
200,000
-93,546
| -32% | -$21.9M |
|
19
Arbor Realty Trust
ABR
$968M
| $36.1M | 1.72% |
2,381,194
| – | – |
|
20
DT Midstream
DTM
$12.9B
| $32.9M | 1.57% |
600,000
+70,000
| +13% | +$3.85M |
|
|
21
Manchester United
MANU
$4.1B
| $31.8M | 1.51% |
1,558,098
+629,020
| +68% | +$11.9M |
|
22
Motorola Solutions
MSI
$79.5B
| $31.3M | 1.49% |
100,000
| – | – |
|
|
STKL
23
DELISTED
SunOpta
STKL
| $27.3M | 1.3% |
4,985,000
+135,309
| +3% | +$592K |
|
|
PLGO
24
Pelagos Insurance Capital
PLGO
$2.06B
| $24.9M | 1.19% |
1,966,358
+1,054,567
| +116% | +$14.2M |
|
25
Enterprise Products Partners
EPD
$82.1B
| $24.2M | 1.15% |
916,535
+101,535
| +12% | +$2.71M |
|
Similar funds
Leon Cooperman's Q4 2023 Portfolio in Review
As of Q4 2023, Leon Cooperman held 55 positions worth $2.1B, up 10% from $1.91B the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Leon Cooperman's Q4 2023 filing shows 1 new, 19 increased, 6 reduced and 5 closed positions. Its largest new stake was Franklin FTSE Canada ETF: 5,750 shares worth $191K. The largest sale was Pioneer Natural Resource Co., an estimated $21.9M.
By sector, the portfolio is most concentrated in Industrials at 21% of assets, up from 18% a quarter earlier, followed by Financials and Energy.
- Leon Cooperman's largest Q4 2023 buy was Franklin FTSE Canada ETF: 5,750 shares worth $191K.
- Leon Cooperman added most to Regal Rexnord in Q4 2023, an estimated $17.1M increase.
- Leon Cooperman's biggest Q4 2023 reduction was Pioneer Natural Resource Co., cutting an estimated $21.9M.
- Leon Cooperman fully exited Bank of America in Q4 2023, selling an estimated $11M.
- Leon Cooperman's ten largest holdings make up 61% of its $2.1B portfolio in Q4 2023.
- Leon Cooperman opened 1 new position and closed 5 in Q4 2023.
- Leon Cooperman's portfolio value rose 10% quarter-over-quarter to $2.1B.
Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.