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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
+16.51%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$2.85B
AUM Growth
+$326M
Cap. Flow
+$9.33M
Cap. Flow %
0.33%
Top 10 Hldgs %
64.17%
Holding
44
New
3
Increased
16
Reduced
5
Closed
4

Top Buys

Rank Stock Value
1
AESI icon
Atlas Energy Solutions
AESI
+$70.5M
2
SUN icon
Sunoco
SUN
+$65.4M
3
GEHC icon
GE HealthCare
GEHC
+$27.8M
4
PLGO
Pelagos Insurance Capital
PLGO
+$16.7M
5
OMF icon
OneMain Financial
OMF
+$12.5M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$94.1M
2
LVS icon
Las Vegas Sands
LVS
+$57.9M
3
MSFT icon
Microsoft
MSFT
+$39.7M
4
CI icon
Cigna
CI
+$9.24M
5
MP icon
MP Materials
MP
+$9.19M

Sector Composition

Rank Sector Weight
1 Financials 28.38%
2 Industrials 25.71%
3 Energy 14.92%
4 Healthcare 7.89%
5 Materials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COOP
1
DELISTED
Mr. Cooper
COOP
$427M 15%
2,860,600
– –
VRT icon
2
Vertiv
VRT
$101B
$277M 9.74%
2,157,789
– –
ET icon
3
Energy Transfer Partners
ET
$73B
$237M 8.34%
13,095,000
+95,000
+0.7% +$1.66M
APO icon
4
Apollo Global Management
APO
$78.4B
$190M 6.67%
1,337,000
-50,000
-4% -$6.63M
MIR icon
5
Mirion Technologies
MIR
$3.69B
$153M 5.39%
7,125,000
+100,000
+1% +$1.72M
WSC icon
6
WillScot Mobile Mini Holdings
WSC
$4.01B
$110M 3.88%
4,031,016
– –
ELV icon
7
Elevance Health
ELV
$86.9B
$109M 3.84%
280,900
+2,500
+0.9% +$1.01M
MP icon
8
MP Materials
MP
$10.7B
$108M 3.79%
3,240,000
-360,000
-10% -$9.19M
LAD icon
9
Lithia Motors
LAD
$8.15B
$107M 3.77%
317,602
– –
RRX icon
10
Regal Rexnord
RRX
$11.1B
$107M 3.75%
735,766
+10,000
+1% +$1.25M
PLGO
11
Pelagos Insurance Capital
PLGO
$2.06B
$96.3M 3.38%
5,806,056
+1,006,278
+21% +$16.7M
ASH icon
12
Ashland
ASH
$3.33B
$85.5M 3%
1,700,000
+5,849
+0.3% +$297K
KBR icon
13
KBR
KBR
$4.86B
$83.9M 2.95%
1,750,000
+70,000
+4% +$3.63M
SUN icon
14
Sunoco
SUN
$14.3B
$78.8M 2.77%
1,470,000
+1,185,000
+416% +$65.4M
CI icon
15
Cigna
CI
$73.3B
$70.1M 2.46%
212,000
-28,655
-12% -$9.24M
AESI icon
16
Atlas Energy Solutions
AESI
$1.57B
$69M 2.43%
+5,162,095
New +$70.5M
FISV
17
Fiserv Inc
FISV
$28B
$67.2M 2.36%
390,000
+10,000
+3% +$1.81M
OMF icon
18
OneMain Financial
OMF
$7.27B
$64.9M 2.28%
1,139,000
+250,000
+28% +$12.5M
MSI icon
19
Motorola Solutions
MSI
$79.5B
$56.8M 2%
135,000
+25,000
+23% +$10.5M
SE icon
20
Sea Limited
SE
$72B
$52.1M 1.83%
326,058
– –
MANU icon
21
Manchester United
MANU
$4.1B
$50.6M 1.78%
2,839,737
– –
EPD icon
22
Enterprise Products Partners
EPD
$82.1B
$39.3M 1.38%
1,267,635
+76,100
+6% +$2.37M
STKL
23
DELISTED
SunOpta
STKL
$37.7M 1.33%
6,507,051
+409,720
+7% +$2.15M
FOA icon
24
Finance of America Companies
FOA
$185M
$29.7M 1.05%
1,275,412
+73,225
+6% +$1.54M
GEHC icon
25
GE HealthCare
GEHC
$33.8B
$29.6M 1.04%
+400,000
New +$27.8M
1
2

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Leon Cooperman's Q2 2025 Portfolio in Review

As of Q2 2025, Leon Cooperman held 44 positions worth $2.85B, up 13% from $2.52B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Leon Cooperman's Q2 2025 filing shows 3 new, 16 increased, 5 reduced and 4 closed positions. Its largest new stake was Atlas Energy Solutions: 5,162,095 shares worth $69M. The largest sale was Alphabet (Google) Class A, an estimated $94.1M.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Energy.

  • Leon Cooperman's largest Q2 2025 buy was Atlas Energy Solutions: 5,162,095 shares worth $69M.
  • Leon Cooperman added most to Sunoco in Q2 2025, an estimated $65.4M increase.
  • Leon Cooperman's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $94.1M.
  • Leon Cooperman fully exited Las Vegas Sands in Q2 2025, selling an estimated $57.9M.
  • Leon Cooperman's ten largest holdings make up 64% of its $2.85B portfolio in Q2 2025.
  • Leon Cooperman opened 3 new positions and closed 4 in Q2 2025.
  • Leon Cooperman's portfolio value rose 13% quarter-over-quarter to $2.85B.

Based on Cooperman Leon G's 13F filing for Q2 2025, filed 14 Aug 2025.