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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
+14.75%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.2B
AUM Growth
+$358M
Cap. Flow
+$89.9M
Cap. Flow %
2.81%
Top 10 Hldgs %
67.58%
Holding
42
New
2
Increased
13
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
AMRZ
Amrize Ltd
AMRZ
+$44.9M
2
CI icon
Cigna
CI
+$33.4M
3
MIR icon
Mirion Technologies
MIR
+$27.2M
4
ELV icon
Elevance Health
ELV
+$18.7M
5
OXY icon
Occidental Petroleum
OXY
+$15.3M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$67.2M
2
OMF icon
OneMain Financial
OMF
+$17.7M
3
MP icon
MP Materials
MP
+$15.1M
4
ABR icon
Arbor Realty Trust
ABR
+$1.16M

Sector Composition

Rank Sector Weight
1 Financials 30.54%
2 Industrials 24.79%
3 Energy 13.24%
4 Materials 10.16%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COOP
1
DELISTED
Mr. Cooper
COOP
$603M 18.82%
2,860,600
– –
VRT icon
2
Vertiv
VRT
$101B
$326M 10.16%
2,157,789
– –
ET icon
3
Energy Transfer Partners
ET
$73B
$225M 7.02%
13,095,000
– –
MP icon
4
MP Materials
MP
$10.7B
$201M 6.28%
3,000,000
-240,000
-7% -$15.1M
MIR icon
5
Mirion Technologies
MIR
$3.69B
$195M 6.09%
8,383,441
+1,258,441
+18% +$27.2M
APO icon
6
Apollo Global Management
APO
$78.4B
$178M 5.56%
1,337,000
– –
PLGO
7
Pelagos Insurance Capital
PLGO
$2.06B
$121M 3.78%
6,662,469
+856,413
+15% +$14.3M
ELV icon
8
Elevance Health
ELV
$86.9B
$110M 3.44%
340,900
+60,000
+21% +$18.7M
RRX icon
9
Regal Rexnord
RRX
$11.1B
$106M 3.29%
735,766
– –
LAD icon
10
Lithia Motors
LAD
$8.15B
$100M 3.13%
317,602
– –
CI icon
11
Cigna
CI
$73.3B
$93.7M 2.92%
325,000
+113,000
+53% +$33.4M
WSC icon
12
WillScot Mobile Mini Holdings
WSC
$4.01B
$85.1M 2.66%
4,031,016
– –
KBR icon
13
KBR
KBR
$4.86B
$82.8M 2.58%
1,750,000
– –
ASH icon
14
Ashland
ASH
$3.33B
$81.4M 2.54%
1,700,000
– –
SUN icon
15
Sunoco
SUN
$14.3B
$81M 2.53%
1,620,000
+150,000
+10% +$7.8M
MSI icon
16
Motorola Solutions
MSI
$79.5B
$61.7M 1.93%
135,000
– –
AESI icon
17
Atlas Energy Solutions
AESI
$1.57B
$61M 1.9%
5,366,363
+204,268
+4% +$2.5M
SE icon
18
Sea Limited
SE
$72B
$58.3M 1.82%
326,058
– –
OMF icon
19
OneMain Financial
OMF
$7.27B
$47.4M 1.48%
839,000
-300,000
-26% -$17.7M
GEHC icon
20
GE HealthCare
GEHC
$33.8B
$45.1M 1.41%
600,000
+200,000
+50% +$14.9M
MANU icon
21
Manchester United
MANU
$4.1B
$43.3M 1.35%
2,857,877
+18,140
+0.6% +$308K
AMRZ
22
Amrize Ltd
AMRZ
$25B
$42.7M 1.33%
+880,000
New +$44.9M
EPD icon
23
Enterprise Products Partners
EPD
$82.1B
$41.4M 1.29%
1,323,635
+56,000
+4% +$1.77M
STKL
24
DELISTED
SunOpta
STKL
$39.1M 1.22%
6,667,109
+160,058
+2% +$993K
FOA icon
25
Finance of America Companies
FOA
$185M
$28.8M 0.9%
1,286,040
+10,628
+0.8% +$265K
1
2

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Leon Cooperman's Q3 2025 Portfolio in Review

As of Q3 2025, Leon Cooperman held 42 positions worth $3.2B, up 13% from $2.85B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Leon Cooperman's Q3 2025 filing shows 2 new, 13 increased, 3 reduced and 1 closed positions. Its largest new stake was Amrize Ltd: 880,000 shares worth $42.7M. The largest sale was Fiserv Inc, an estimated $67.2M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 28% a quarter earlier, followed by Industrials and Energy.

  • Leon Cooperman's largest Q3 2025 buy was Amrize Ltd: 880,000 shares worth $42.7M.
  • Leon Cooperman added most to Cigna in Q3 2025, an estimated $33.4M increase.
  • Leon Cooperman's biggest Q3 2025 reduction was OneMain Financial, cutting an estimated $17.7M.
  • Leon Cooperman fully exited Fiserv Inc in Q3 2025, selling an estimated $67.2M.
  • Leon Cooperman's ten largest holdings make up 68% of its $3.2B portfolio in Q3 2025.
  • Leon Cooperman opened 2 new positions and closed 1 in Q3 2025.
  • Leon Cooperman's portfolio value rose 13% quarter-over-quarter to $3.2B.

Based on Cooperman Leon G's 13F filing for Q3 2025, filed 14 Nov 2025.