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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
+6.14%
1 Year Est. Return
+41.85%
3 Year Est. Return
+147.02%
5 Year Est. Return
+204.23%
10 Year Est. Return
–
AUM
$3.05B
AUM Growth
+$34M
Cap. Flow
+$47.2M
Cap. Flow %
1.55%
Top 10 Hldgs %
65.83%
Holding
44
New
4
Increased
8
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
OMF icon
OneMain Financial
OMF
+$77.4M
2
COF icon
Capital One
COF
+$77.4M
3
AMZN icon
Amazon
AMZN
+$37.3M
4
PLGO
Pelagos Insurance Capital
PLGO
+$18M
5
LAD icon
Lithia Motors
LAD
+$6.65M

Top Sells

Rank Stock Value
1
RRX icon
Regal Rexnord
RRX
+$96.8M
2
AMRZ
Amrize Ltd
AMRZ
+$47.6M
3
ELV icon
Elevance Health
ELV
+$37.1M
4
OXY icon
Occidental Petroleum
OXY
+$28.8M
5
AESI icon
Atlas Energy Solutions
AESI
+$11.3M

Sector Composition

Rank Sector Weight
1 Industrials 27.72%
2 Financials 26.15%
3 Energy 15.35%
4 Materials 7.85%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
1
Vertiv
VRT
$101B
$541M 17.74%
2,157,789
– –
RKT icon
2
Rocket Companies
RKT
$39.4B
$299M 9.83%
21,016,600
– –
ET icon
3
Energy Transfer Partners
ET
$73B
$257M 8.43%
13,320,100
– –
MIR icon
4
Mirion Technologies
MIR
$3.69B
$156M 5.11%
8,383,441
– –
PLGO
5
Pelagos Insurance Capital
PLGO
$2.06B
$153M 5.01%
7,984,348
+942,597
+13% +$18M
APO icon
6
Apollo Global Management
APO
$78.4B
$149M 4.89%
1,337,000
– –
MP icon
7
MP Materials
MP
$10.7B
$145M 4.75%
3,000,000
– –
OMF icon
8
OneMain Financial
OMF
$7.27B
$107M 3.52%
2,005,000
+1,305,000
+186% +$77.4M
SUN icon
9
Sunoco
SUN
$14.3B
$105M 3.45%
1,620,000
– –
ASH icon
10
Ashland
ASH
$3.33B
$94.5M 3.1%
1,700,000
– –
CI icon
11
Cigna
CI
$73.3B
$86.7M 2.84%
325,000
– –
LAD icon
12
Lithia Motors
LAD
$8.15B
$84.9M 2.79%
340,000
+22,398
+7% +$6.65M
KBR icon
13
KBR
KBR
$4.86B
$78.3M 2.57%
2,125,000
– –
WSC icon
14
WillScot Mobile Mini Holdings
WSC
$4.01B
$70M 2.3%
4,031,016
– –
COF icon
15
Capital One
COF
$134B
$67.5M 2.21%
+370,000
New +$77.4M
ELV icon
16
Elevance Health
ELV
$86.9B
$66.7M 2.19%
227,900
-113,000
-33% -$37.1M
STKL
17
DELISTED
SunOpta
STKL
$60.3M 1.98%
9,300,000
+246,700
+3% +$1.39M
MSI icon
18
Motorola Solutions
MSI
$79.5B
$58.6M 1.92%
135,000
– –
AESI icon
19
Atlas Energy Solutions
AESI
$1.57B
$53.6M 1.76%
4,083,175
-970,299
-19% -$11.3M
EPD icon
20
Enterprise Products Partners
EPD
$82.1B
$52M 1.71%
1,373,755
– –
MANU icon
21
Manchester United
MANU
$4.1B
$49.3M 1.62%
2,932,076
+10,000
+0.3% +$170K
GEHC icon
22
GE HealthCare
GEHC
$33.8B
$47.7M 1.56%
670,000
– –
TDAY
23
USA Today Co
TDAY
$950M
$44.2M 1.45%
6,271,961
+107,150
+2% +$656K
AMZN icon
24
Amazon
AMZN
$2.79T
$35.3M 1.16%
+169,500
New +$37.3M
SE icon
25
Sea Limited
SE
$72B
$27M 0.89%
326,058
– –
1
2

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Leon Cooperman's Q1 2026 Portfolio in Review

As of Q1 2026, Leon Cooperman held 44 positions worth $3.05B, up 1.1% from $3.01B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Leon Cooperman's Q1 2026 filing shows 4 new, 8 increased, 2 reduced and 3 closed positions. Its largest new stake was Capital One: 370,000 shares worth $67.5M. The largest sale was Regal Rexnord, an estimated $96.8M.

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

  • Leon Cooperman's largest Q1 2026 buy was Capital One: 370,000 shares worth $67.5M.
  • Leon Cooperman added most to OneMain Financial in Q1 2026, an estimated $77.4M increase.
  • Leon Cooperman's biggest Q1 2026 reduction was Elevance Health, cutting an estimated $37.1M.
  • Leon Cooperman fully exited Regal Rexnord in Q1 2026, selling an estimated $96.8M.
  • Leon Cooperman's ten largest holdings make up 66% of its $3.05B portfolio in Q1 2026.
  • Leon Cooperman opened 4 new positions and closed 3 in Q1 2026.
  • Leon Cooperman's portfolio value rose 1.1% quarter-over-quarter to $3.05B.

Based on Cooperman Leon G's 13F filing for Q1 2026, filed 15 May 2026.