COOPERMAN LEON G

CIK

898382

Location

BOCA RATON, FL

Portfolio Value

Mid $2,957,155,995

Diversification

Diversified

Filing Date

Global Rank

#937 / 8,622 ▲ 10 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 18.3%

3Y Alpha vs SPY

-1.1%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.0%

SPY

+67.9%

Annualised alpha

-0.9%

Max drawdown

−27.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.3%

+4.6 pts

Top 5

47.5%

+1.6 pts

Top 10

67.9%

+1.2 pts

HHI

718

Diversified+95

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	28.6%	$844,852,872	4
Financial Services	27.0%	$797,138,353	7
Energy	15.8%	$467,883,475	4
Basic Materials	8.1%	$239,317,000	2
Healthcare	7.3%	$214,777,475	4
Consumer Cyclical	5.0%	$147,207,427	3
Communication Services	3.9%	$115,101,843	3
Consumer Defensive	2.0%	$60,264,000	1
Technology	2.0%	$58,585,950	1
Real Estate	0.4%	$12,027,600	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
OMF	OneMain Holdings, Inc.	+1,305,000	2,005,000	$107,247,450
PLGO	Pelagos Insurance Capital Ltd	+942,597	7,984,348	$152,580,890
STKL	SunOpta Inc.	+246,700	9,300,000	$60,264,000
TDAY	USA TODAY Co., Inc.	+107,150	6,271,961	$44,217,325
LAD	Lithia Motors Inc	+22,398	340,000	$84,904,800
MANU	Manchester United plc	+10,000	2,932,076	$49,317,518
FOA	Finance of America Companies Inc.	+28	1,286,068	$21,348,728
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AESI	Atlas Energy Solutions Inc.	−970,299	4,083,175	$53,571,256
ELV	Elevance Health, Inc.	−113,000	227,900	$66,717,725
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	370,000	$67,499,100
AMZN	Amazon Com Inc	169,500	$35,301,765
HSPT	Horizon Space Acquisition II Corp.	1,100	$7,095
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
RRX	Regal Rexnord Corp	690,000	$96,820,800
AMRZ	Amrize Ltd	880,000	$47,590,400
OXY	Occidental Petroleum Corp /De/	700,000	$28,784,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $2,957,155,995 total · filing declares 41 positions · $3,048,029,695 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VRT	Vertiv Holdings Co Industrials	Held	2,157,789	0	$540,698,767	+54.7%	18.28%
RKT	Rocket Companies, Inc. Financial Services	Held	21,016,600	0	$299,486,550	−26.4%	10.13%
ET	Energy Transfer LP Energy	Held	13,320,100	0	$257,077,930	+17.0%	8.69%
MIR	Mirion Technologies, Inc. Industrials	Held	8,383,441	0	$155,848,168	−20.6%	5.27%
PLGO	Pelagos Insurance Capital Ltd Financial Services	Added	7,984,348	+942,597	$152,580,890	+10.7%	5.16%
APO	Apollo Global Management, Inc. Financial Services	Held	1,337,000	0	$148,968,540	−23.0%	5.04%
MP	MP Materials Corp. / DE Basic Materials	Held	3,000,000	0	$144,780,000	−4.5%	4.90%
OMF	OneMain Holdings, Inc. Financial Services	Added	2,005,000	+1,305,000	$107,247,450	+126.8%	3.63%
SUN	Sunoco LP Energy	Held	1,620,000	0	$105,251,400	+24.0%	3.56%
ASH	Ashland Inc. Basic Materials	Held	1,700,000	0	$94,537,000	−5.2%	3.20%
CI	Cigna Group Healthcare	Held	325,000	0	$86,693,750	−3.1%	2.93%
LAD	Lithia Motors Inc Consumer Cyclical	Added	340,000	+22,398	$84,904,800	−19.6%	2.87%
KBR	Kbr, Inc. Industrials	Held	2,125,000	0	$78,327,500	−8.3%	2.65%
WSC	WillScot Holdings Corp Industrials	Held	4,031,016	0	$69,978,437	−7.8%	2.37%
COF	Capital One Financial Corp Financial Services	NEW	370,000	NEW	$67,499,100	NEW	2.28%
ELV	Elevance Health, Inc. Healthcare	Reduced	227,900	-113,000	$66,717,725	−44.2%	2.26%
STKL	SunOpta Inc. Consumer Defensive	Added	9,300,000	+246,700	$60,264,000	+75.2%	2.04%
MSI	Motorola Solutions, Inc. Technology	Held	135,000	0	$58,585,950	+13.2%	1.98%
AESI	Atlas Energy Solutions Inc. Energy	Reduced	4,083,175	-970,299	$53,571,256	+12.5%	1.81%
EPD	Enterprise Products Partners L.P. Energy	Held	1,373,755	0	$51,982,889	+18.0%	1.76%
MANU	Manchester United plc Communication Services	Reduced	2,932,076	-2,912,076	$49,317,518	−47.0%	1.67%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	670,000	0	$47,690,600	−13.2%	1.61%
TDAY	USA TODAY Co., Inc. Communication Services	Added	6,271,961	+107,150	$44,217,325	+39.3%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	169,500	NEW	$35,301,765	NEW	1.19%
SE	Sea Ltd Consumer Cyclical	Held	326,058	0	$27,000,862	−35.1%	0.91%
GOOGL	Alphabet Inc. Communication Services	Held	75,000	0	$21,567,000	−8.1%	0.73%
FOA	Finance of America Companies Inc. Financial Services	Added	1,286,068	+28	$21,348,728	−31.4%	0.72%
DMAC	DiaMedica Therapeutics Inc. Healthcare	Held	2,020,000	0	$13,675,400	−14.9%	0.46%
ABR	Arbor Realty Trust Inc Real Estate	Held	1,560,000	0	$12,027,600	−0.6%	0.41%
HSPT	Horizon Space Acquisition II Corp. Financial Services	NEW	1,100	NEW	$7,095	NEW	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.