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Leon Cooperman Cooperman Leon G

AUM $3.55B
1-Year Est. Return 41.85%
 

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.

This Fund
S&P 500
This Quarter Est. Return
-4.06%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.52B
AUM Growth
-$123M
Cap. Flow
+$106M
Cap. Flow %
4.22%
Top 10 Hldgs %
61.88%
Holding
46
New
1
Increased
12
Reduced
1
Closed
5

Top Buys

Rank Stock Value
1
OMF icon
OneMain Financial
OMF
+$30.8M
2
RRX icon
Regal Rexnord
RRX
+$26.4M
3
PLGO
Pelagos Insurance Capital
PLGO
+$16.6M
4
SUN icon
Sunoco
SUN
+$16.1M
5
ASH icon
Ashland
ASH
+$15.3M

Top Sells

Rank Stock Value
1
ADT icon
ADT
ADT
+$29.7M
2
ABR icon
Arbor Realty Trust
ABR
+$5.45M
3
EFC
Ellington Financial
EFC
+$1.82M
4
CCAP icon
Crescent Capital BDC
CCAP
+$1.73M
5
OBDC icon
Blue Owl Capital
OBDC
+$181K

Sector Composition

Rank Sector Weight
1 Financials 26.95%
2 Industrials 21.28%
3 Energy 11.87%
4 Healthcare 8.2%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COOP
1
DELISTED
Mr. Cooper
COOP
$342M 13.58%
2,860,600
– –
ET icon
2
Energy Transfer Partners
ET
$73B
$242M 9.59%
13,000,000
+340,000
+3% +$6.62M
APO icon
3
Apollo Global Management
APO
$78.4B
$190M 7.54%
1,387,000
– –
VRT icon
4
Vertiv
VRT
$101B
$156M 6.19%
2,157,789
+57,789
+3% +$6.15M
ELV icon
5
Elevance Health
ELV
$86.9B
$121M 4.81%
278,400
– –
WSC icon
6
WillScot Mobile Mini Holdings
WSC
$4.01B
$112M 4.45%
4,031,016
– –
MIR icon
7
Mirion Technologies
MIR
$3.69B
$102M 4.04%
7,025,000
– –
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.22T
$101M 3.99%
650,000
– –
ASH icon
9
Ashland
ASH
$3.33B
$100M 3.99%
1,694,151
+240,686
+17% +$15.3M
LAD icon
10
Lithia Motors
LAD
$8.15B
$93.2M 3.7%
317,602
– –
MP icon
11
MP Materials
MP
$10.7B
$87.9M 3.49%
3,600,000
– –
FISV
12
Fiserv Inc
FISV
$28B
$83.9M 3.33%
380,000
– –
KBR icon
13
KBR
KBR
$4.86B
$83.7M 3.32%
1,680,000
+218,598
+15% +$11.7M
RRX icon
14
Regal Rexnord
RRX
$11.1B
$82.6M 3.28%
725,766
+190,365
+36% +$26.4M
CI icon
15
Cigna
CI
$73.3B
$79.2M 3.14%
240,655
– –
PLGO
16
Pelagos Insurance Capital
PLGO
$2.06B
$77.8M 3.09%
4,799,778
+1,036,019
+28% +$16.6M
LVS icon
17
Las Vegas Sands
LVS
$30.5B
$57.9M 2.3%
1,500,000
– –
MSI icon
18
Motorola Solutions
MSI
$79.5B
$48.2M 1.91%
110,000
+10,000
+10% +$4.46M
OMF icon
19
OneMain Financial
OMF
$7.27B
$43.5M 1.73%
889,000
+580,000
+188% +$30.8M
SE icon
20
Sea Limited
SE
$72B
$42.5M 1.69%
326,058
– –
EPD icon
21
Enterprise Products Partners
EPD
$82.1B
$40.7M 1.62%
1,191,535
– –
MSFT icon
22
Microsoft
MSFT
$3.59T
$39.7M 1.58%
105,705
– –
MANU icon
23
Manchester United
MANU
$4.1B
$37.2M 1.48%
2,839,737
+238,032
+9% +$3.6M
STKL
24
DELISTED
SunOpta
STKL
$29.6M 1.18%
6,097,331
+507,990
+9% +$3.38M
FOA icon
25
Finance of America Companies
FOA
$185M
$25.6M 1.01%
1,202,187
+120,692
+11% +$2.95M
1
2

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Leon Cooperman's Q1 2025 Portfolio in Review

As of Q1 2025, Leon Cooperman held 46 positions worth $2.52B, down 4.7% from $2.64B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Leon Cooperman deployed $106M of net new capital in Q1 2025, opening 1 new position and adding to 12 existing holdings. Its largest new stake was Sunoco: 285,000 shares worth $16.5M.

By sector, the portfolio is most concentrated in Financials at 27% of assets, up from 23% a quarter earlier, followed by Industrials and Energy.

On the sell side, the largest reduction was Arbor Realty Trust, an estimated $5.45M trimmed.

  • Leon Cooperman's largest Q1 2025 buy was Sunoco: 285,000 shares worth $16.5M.
  • Leon Cooperman added most to OneMain Financial in Q1 2025, an estimated $30.8M increase.
  • Leon Cooperman's biggest Q1 2025 reduction was Arbor Realty Trust, cutting an estimated $5.45M.
  • Leon Cooperman fully exited ADT in Q1 2025, selling an estimated $29.7M.
  • Leon Cooperman's ten largest holdings make up 62% of its $2.52B portfolio in Q1 2025.
  • Leon Cooperman opened 1 new position and closed 5 in Q1 2025.
  • Leon Cooperman's portfolio value fell 4.7% quarter-over-quarter to $2.52B.

Based on Cooperman Leon G's 13F filing for Q1 2025, filed 15 May 2025.