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 |
Elevance Health
ELV
|
+$21.9M |
| 2 |
PLGO
Pelagos Insurance Capital
PLGO
|
+$13.3M |
| 3 |
OneMain Financial
OMF
|
+$12M |
| 4 |
Ashland
ASH
|
+$9.67M |
| 5 |
Enterprise Products Partners
EPD
|
+$8.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Devon Energy
DVN
|
+$104M |
| 2 |
Las Vegas Sands
LVS
|
+$66.4M |
| 3 |
KBR
KBR
|
+$51.3M |
| 4 |
Apollo Global Management
APO
|
+$15.9M |
| 5 |
DT Midstream
DTM
|
+$14.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 25.37% |
| 2 | Financials | 22.46% |
| 3 | Energy | 11.57% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
COOP
1
DELISTED
Mr. Cooper
COOP
| $264M | 11.2% |
2,860,600
| – | – |
|
2
Vertiv
VRT
$101B
| $209M | 8.87% |
2,100,000
| – | – |
|
3
Energy Transfer Partners
ET
$73B
| $203M | 8.63% |
12,660,000
+387,200
| +3% | +$6.23M |
|
|
4
Apollo Global Management
APO
$78.4B
| $173M | 7.36% |
1,387,000
-138,000
| -9% | -$15.9M |
|
5
WillScot Mobile Mini Holdings
WSC
$4.01B
| $137M | 5.83% |
3,649,500
+42,000
| +1% | +$1.6M |
|
6
Lithia Motors
LAD
$8.15B
| $132M | 5.61% |
416,085
| – | – |
|
7
Regal Rexnord
RRX
$11.1B
| $116M | 4.93% |
700,000
| – | – |
|
8
Alphabet (Google) Class A
GOOGL
$4.22T
| $108M | 4.58% |
650,000
| – | – |
|
|
9
Ashland
ASH
$3.33B
| $94.8M | 4.03% |
1,090,000
+107,953
| +11% | +$9.67M |
|
|
10
Elevance Health
ELV
$86.9B
| $88.9M | 3.78% |
171,000
+41,000
| +32% | +$21.9M |
|
11
Mirion Technologies
MIR
$3.69B
| $88.8M | 3.77% |
8,025,000
+25,000
| +0.3% | +$263K |
|
|
FISV
12
Fiserv Inc
FISV
$28B
| $86.2M | 3.66% |
480,000
| – | – |
|
13
Cigna
CI
$73.3B
| $83.4M | 3.54% |
240,655
-30,000
| -11% | -$10.3M |
|
|
PLGO
14
Pelagos Insurance Capital
PLGO
$2.06B
| $63.2M | 2.69% |
3,502,066
+754,543
| +27% | +$13.3M |
|
15
MP Materials
MP
$10.7B
| $61.2M | 2.6% |
3,465,000
+40,000
| +1% | +$543K |
|
16
ADT
ADT
$5.39B
| $46.1M | 1.96% |
6,380,196
+175,596
| +3% | +$1.29M |
|
17
Microsoft
MSFT
$3.59T
| $45.5M | 1.93% |
105,705
| – | – |
|
18
Motorola Solutions
MSI
$79.5B
| $45M | 1.91% |
100,000
| – | – |
|
19
Manchester United
MANU
$4.1B
| $40.8M | 1.73% |
2,522,312
+441,943
| +21% | +$7.4M |
|
20
Arbor Realty Trust
ABR
$968M
| $38.3M | 1.63% |
2,461,194
+80,000
| +3% | +$1.11M |
|
|
STKL
21
DELISTED
SunOpta
STKL
| $35M | 1.49% |
5,486,961
+207,296
| +4% | +$1.21M |
|
|
22
Enterprise Products Partners
EPD
$82.1B
| $34.7M | 1.47% |
1,191,535
+275,000
| +30% | +$8.03M |
|
|
23
DT Midstream
DTM
$12.9B
| $34.6M | 1.47% |
440,000
-194,770
| -31% | -$14.5M |
|
24
Sea Limited
SE
$72B
| $30.7M | 1.31% |
326,058
+86,058
| +36% | +$6.49M |
|
|
TDAY
25
USA Today Co
TDAY
$950M
| $26.3M | 1.12% |
4,683,331
+687,317
| +17% | +$3.34M |
|
Similar funds
Leon Cooperman's Q3 2024 Portfolio in Review
As of Q3 2024, Leon Cooperman held 52 positions worth $2.35B, down 0.67% from $2.37B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Leon Cooperman withdrew a net $188M in Q3 2024, closing 12 positions and reducing 6 holdings. Its most notable exit was Devon Energy, an estimated $104M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 25% a quarter earlier, followed by Financials and Energy.
Against the trend, Leon Cooperman added an estimated $21.9M to Elevance Health.
- Leon Cooperman added most to Elevance Health in Q3 2024, an estimated $21.9M increase.
- Leon Cooperman's biggest Q3 2024 reduction was Apollo Global Management, cutting an estimated $15.9M.
- Leon Cooperman fully exited Devon Energy in Q3 2024, selling an estimated $104M.
- Leon Cooperman's ten largest holdings make up 65% of its $2.35B portfolio in Q3 2024.
- Leon Cooperman opened 0 new positions and closed 12 in Q3 2024.
- Leon Cooperman's portfolio value fell 0.67% quarter-over-quarter to $2.35B.
Based on Cooperman Leon G's 13F filing for Q3 2024, filed 14 Nov 2024.