COOPERMAN LEON G
Long book
$3.05B
Q1 2026
Positions
41
Top-10 weight
66%
concentration
Last quarter
+14.0%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsCOOPERMAN LEON G is a concentrated fundamental stock-picker, running a $3.05B US long book across 41 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VERTIV HOLDINGS CO-A, ROCKET COS INC-CLASS A, ENERGY TRANSFER LP, MIRION TECHNOLOGIES INC, PELAGOS INSURANCE CAPITAL LT.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-1.2%
Q2 2024
+6.6%
Q3 2024
+8.9%
Q4 2024
-11.4%
Q1 2025
+12.6%
Q2 2025
+3.7%
Q3 2025
-0.3%
Q4 2025
+2.3%
Q1 2026
+14.0%
Sector allocation
Financials 32%
Technology 21%
Utilities 10%
Other 9%
Consumer discretionary 7%
Energy 5%
Materials 5%
Industrials 4%
Long book by quarter
What does COOPERMAN LEON own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| VRT VERTIV HOLDINGS CO-A | Technology | 2.2M | $540.7M | 17.7% | Held |
| RKT ROCKET COS INC-CLASS A | Financials | 21.0M | $299.5M | 9.8% | Held |
| ET ENERGY TRANSFER LP | Utilities | 13.3M | $257.1M | 8.4% | Held |
| MIR MIRION TECHNOLOGIES INC | Other | 8.4M | $155.8M | 5.1% | Held |
| PLGO PELAGOS INSURANCE CAPITAL LT | Financials | 8.0M | $152.6M | 5.0% | +13.4% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 1.3M | $149.0M | 4.9% | Held |
| MP MP MATERIALS CORP | Materials | 3.0M | $144.8M | 4.7% | Held |
| OMF ONEMAIN HOLDINGS INC | Financials | 2.0M | $107.2M | 3.5% | +186.4% |
| SUN SUNOCO LP | Energy | 1.6M | $105.3M | 3.5% | Held |
| ASH ASHLAND INC | Consumer discretionary | 1.7M | $94.5M | 3.1% | Held |
| CI THE CIGNA GROUP | Financials | 325.0K | $86.7M | 2.8% | Held |
| LAD LITHIA MOTORS INC | Consumer discretionary | 340.0K | $84.9M | 2.8% | +7.1% |
| KBR KBR INC | Industrials | 2.1M | $78.3M | 2.6% | Held |
| WSC WILLSCOT HOLDINGS CORP | Services media | 4.0M | $70.0M | 2.3% | Held |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 370.0K | $67.5M | 2.2% | New |
| ELV ELEVANCE HEALTH INC | Financials | 227.9K | $66.7M | 2.2% | -33.1% |
| STKL SUNOPTA INC | — | 9.3M | $60.3M | 2.0% | +2.7% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 135.0K | $58.6M | 1.9% | Held |
| AESI ATLAS ENERGY SOLUTIONS INC | Energy | 4.1M | $53.6M | 1.8% | -19.2% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 1.4M | $52.0M | 1.7% | Held |
| MANU MANCHESTER UNITED PLC-CL A | Services media | 2.9M | $49.3M | 1.6% | +0.3% |
| AMRZ AMRIZE LTD | Industrials | 880.0K | $49.3M | 1.6% | New |
| GEHC GE HEALTHCARE TECHNOLOGY | Healthcare | 670.0K | $47.7M | 1.6% | Held |
| TDAY USA TODAY CO INC | Other | 6.3M | $44.2M | 1.5% | +1.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 169.5K | $35.3M | 1.2% | New |
| GOOGL ALPHABET INC-CL A | Technology | 75.0K | $21.6M | 0.7% | Held |
| FOA FINANCE OF AMERICA COS INC-A | Financials | 1.3M | $21.3M | 0.7% | 0.0% |
| DMAC DIAMEDICA THERAPEUTICS INC | Healthcare | 2.0M | $13.7M | 0.4% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 41 | $3.05B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 40 | $3.01B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 41 | $3.20B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 40 | $2.85B | confidential canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 15, 2025 | 41 | $2.52B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 40 | $2.50B | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 45 | $2.64B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 40 | $2.35B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 52 | $2.37B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 51 | $2.40B | canonical | SEC ↗ |
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