Leon Cooperman
Omega Advisors
Value
3.0B
Stocks
40 Stocks (1 new)
Turnover
22.77%
CIK
898382
Top Holdings
RKT(13.50%) VRT(11.60%) ET(7.29%) MIR(6.51%) APO(6.42%)
About Investor
Established investor leading Omega Advisors, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Leon Cooperman Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| RKT | - | ROCKET COS INC | Financials | 406.9M | 21.0M | 13.5% | 21,016,600 | New Buy | 52,079.9M |
| VRT | - | VERTIV HOLDINGS CO | Industrials | 349.6M | 2.2M | 11.6% | 0 | No Change | 92,477.9M |
| ET | - | ENERGY TRANSFER LP | Energy | 219.6M | 13.3M | 7.3% | 225,100 | 1.7% | 65,114.2M |
| MIR | - | MIRION TECHNOLOGIES INC | Industrials | 196.3M | 8.4M | 6.5% | 0 | No Change | 5,387.4M |
| APO | - | APOLLO GLOBAL MANAGEMENT INC | Financials | 193.5M | 1.3M | 6.4% | 0 | No Change | 72,773.4M |
| MP | - | MP MATERIALS CORP | Materials | 151.6M | 3.0M | 5.0% | 0 | No Change | 10,206.7M |
| FIHL | - | FIDELIS INSURANCE HOLDINGS L | Financials | 137.8M | 7.0M | 4.6% | 379,282 | 5.7% | 2,077.3M |
| ELV | - | ELEVANCE HEALTH INC | Health Care | 119.5M | 340.9K | 4.0% | 0 | No Change | 76,240.2M |
| LAD | - | LITHIA MOTORS INC | Consumer Discretionary | 105.5M | 317.6K | 3.5% | 0 | No Change | 7,378.1M |
| ASH | - | ASHLAND INC | Materials | 99.7M | 1.7M | 3.3% | 0 | No Change | 2,870.4M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
RKT
Rocket Cos Inc
|
- | $406.9M | 21M | - | 13.50% | New |
|
KBR
Kbr Inc
|
- | $18.5M | 375K | 21.4% | 2.83% | Increased |
|
OXY
Occidental Petr...
|
- | $17.6M | 363K | 107.4% | 0.96% | Increased |
|
STKL
Sunopta Inc
|
- | $11.6M | 2M | 35.8% | 1.14% | Increased |
|
FIHL
Fidelis Insuran...
|
- | $6.1M | 379K | 5.7% | 4.57% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
AVBP
Arrivent Biopha...
|
- | $7.8M | 421K | - | 0.00% | Sold Out |
|
OMF
Onemain Holding...
|
- | $6.4M | 139K | -16.6% | 1.57% | Decreased |
|
AESI
Atlas Energy So...
|
- | $5.4M | 313K | -5.8% | 1.58% | Decreased |
|
RRX
Regal Rexnord C...
|
- | $5.2M | 46K | -6.2% | 3.21% | Decreased |
|
ABR
Arbor Realty Tr...
|
- | $1.5M | 140K | -8.2% | 0.40% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Materials | 6.8% | 9.9% | +3.1% |
| Information Technology | 4.4% | 1.7% | -2.6% |
| Health Care | 7.9% | 9.3% | +1.4% |
| Financials | 28.4% | 27.1% | -1.3% |
| Industrials | 25.7% | 26.7% | +1.0% |
| Energy | 14.9% | 14.1% | -0.8% |
| Consumer Discretionary | 5.6% | 4.9% | -0.7% |
