COOPERMAN LEON G

CIK

898382

Location

BOCA RATON, FL

Portfolio Value

Mid $3,547,427,111

Diversification

Diversified

Filing Date

Global Rank

#1,124 / 8,819 ▲ 9

Top Industry

Electrical Equipment & Parts 20.6%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

SIC code

0000

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.4% of the book (60%+)

Turnover

Low turnover

22.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.3 quarters (12+), a floor since 15.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 96.8%; sector active share 56.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.4%

+2.3 pts

Top 5

47.8%

+0.9 pts

Top 10

68.4%

+1.5 pts

HHI

764

Diversified+65

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	35.0%	$1,242,941,831	5
Financial Services	26.9%	$952,985,568	6
Energy	11.6%	$411,161,169	4
Basic Materials	9.6%	$339,795,550	3
Healthcare	5.6%	$198,409,095	4
Consumer Cyclical	4.8%	$170,411,368	3
Communication Services	3.4%	$120,857,768	2
Technology	1.6%	$56,064,150	1
Unclassified	1.3%	$45,777,727	10
Real Estate	0.3%	$9,022,885	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
DMAC	DiaMedica Therapeutics Inc.	+1,430,000	3,450,000	$24,288,000
GEHC	GE HealthCare Technologies Inc.	+639,500	1,309,500	$83,821,095
PLGO	Pelagos Insurance Capital Ltd	+527,063	8,511,411	$207,252,857
ASH	Ashland Inc.	+195,000	1,895,000	$124,861,550
OMF	OneMain Holdings, Inc.	+125,000	2,130,000	$129,866,100
ABR	Arbor Realty Trust Inc	+104,739	1,664,739	$9,022,885
COF	Capital One Financial Corp	+85,000	455,000	$91,282,100
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SUN	Sunoco LP	−1,394,006	225,994	$15,254,595
FLCA	Franklin FTSE Canada ETF	−3,228	2,522	$129,807
VOO	VANGUARD 500 INDEX FUND	−702	42,891	$29,457,967
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GPGI	GPGI, Inc.	11,384,508	$180,444,451
WHK	WhiteHawk Minerals Corp.	3,261,216	$90,727,029
AMRZ	Amrize Ltd	880,000	$46,904,000
KZIA	Kazia Therapeutics Ltd	50,000	$704,000
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ELV	Elevance Health, Inc.	227,900	$66,717,725
—		9,300,000	$60,264,000
AESI	Atlas Energy Solutions Inc.	4,083,175	$53,571,256
GOOGL	Alphabet Inc.	75,000	$21,567,000
—		1,100	$242
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $3,547,427,111 total · filing declares 39 positions · $3,547,427,123 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VRT	Vertiv Holdings Co Industrials	Held	2,157,789	0	$722,470,912	+33.6%	24	$18.90	20.37%
RKT	Rocket Companies, Inc. Financial Services	Held	21,016,600	0	$331,011,450	+10.5%	3	$17.88	9.33%
ET	Energy Transfer LP Energy	Held	13,320,100	0	$254,680,312	−0.9%	26+	before history	7.18%
PLGO	Pelagos Insurance Capital Ltd Financial Services	Added	8,511,411	+527,063	$207,252,857	+35.8%	13	unpriced	5.84%
GPGI	GPGI, Inc. Industrials	NEW	11,384,508	NEW	$180,444,451	NEW	1	$14.32	5.09%
MP	MP Materials Corp. Basic Materials	Held	3,000,000	0	$168,030,000	+16.1%	23	$18.39	4.74%
APO	Apollo Global Management, Inc. Financial Services	Held	1,337,000	0	$158,180,470	+6.2%	18	$65.77	4.46%
MIR	Mirion Technologies, Inc. Industrials	Held	8,383,441	0	$150,315,097	−3.6%	19	$10.92	4.24%
OMF	OneMain Holdings, Inc. Financial Services	Added	2,130,000	+125,000	$129,866,100	+21.1%	14	$56.28	3.66%
ASH	Ashland Inc. Basic Materials	Added	1,895,000	+195,000	$124,861,550	+32.1%	26+	before history	3.52%
WSC	WillScot Holdings Corp Industrials	Held	4,031,016	0	$116,335,121	+66.2%	23	$33.98	3.28%
LAD	Lithia Motors Inc Consumer Cyclical	Held	340,000	0	$98,766,600	+16.3%	21	$278.68	2.78%
COF	Capital One Financial Corp Financial Services	Added	455,000	+85,000	$91,282,100	+35.2%	2	$205.83	2.57%
WHK	WhiteHawk Minerals Corp. Energy	NEW	3,261,216	NEW	$90,727,029	NEW	1	unpriced	2.56%
CI	Cigna Group Healthcare	Held	325,000	0	$89,596,000	+3.3%	26+	before history	2.53%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	1,309,500	+639,500	$83,821,095	+75.8%	5	$68.92	2.36%
KBR	Kbr, Inc. Industrials	Held	2,125,000	0	$73,376,250	−6.3%	7	$58.63	2.07%
MANU	Manchester United plc Communication Services	Held	2,932,076	0	$67,232,502	+36.3%	12	$18.73	1.90%
MSI	Motorola Solutions, Inc. Technology	Held	135,000	0	$56,064,150	−4.3%	24	$229.03	1.58%
TDAY	USA TODAY Co., Inc. Communication Services	Held	6,271,961	0	$53,625,266	+21.3%	26+	before history	1.51%
EPD	Enterprise Products Partners L.P. Energy	Held	1,373,755	0	$50,499,233	−2.9%	15	$26.61	1.42%
AMRZ	Amrize Ltd Basic Materials	NEW	880,000	NEW	$46,904,000	NEW	1	$54.15	1.32%
AMZN	Amazon Com Inc Consumer Cyclical	Held	169,500	0	$40,398,630	+14.4%	2	$220.17	1.14%
FOA	Finance of America Companies Inc. Financial Services	Held	1,286,068	0	$35,392,591	+65.8%	21	unpriced	1.00%
SE	Sea Ltd Consumer Cyclical	Held	326,058	0	$31,246,138	+15.7%	10	$53.77	0.88%
VOO	VANGUARD 500 INDEX FUND	Reduced	42,891	-702	$29,457,967	+13.1%	21	unpriced	0.83%
DMAC	DiaMedica Therapeutics Inc. Healthcare	Added	3,450,000	+1,430,000	$24,288,000	+77.6%	23	$5.08	0.68%
SUN	Sunoco LP Energy	Reduced	225,994	-1,394,006	$15,254,595	−85.5%	6	$55.15	0.43%
ABR	Arbor Realty Trust Inc Real Estate	Added	1,664,739	+104,739	$9,022,885	−25.0%	26+	before history	0.25%
EFA	iShares MSCI EAFE ETF	Held	57,453	0	$5,968,217	+6.9%	7	unpriced	0.17%
IEUR	iShares Core MSCI Europe ETF	Held	38,388	0	$2,885,625	+7.0%	7	unpriced	0.08%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Held	24,693	0	$2,186,318	+7.4%	21	$64.42	0.06%
EWJ	iShares MSCI Japan ETF	Held	20,315	0	$1,894,780	+10.5%	7	$74.18	0.05%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Held	25,028	0	$1,476,151	−1.0%	16	$59.03	0.04%
EWC	iShares Trust	Held	12,531	0	$722,286	—	7	unpriced	0.02%
KZIA	Kazia Therapeutics Ltd Healthcare	NEW	50,000	NEW	$704,000	NEW	1	$12.18	0.02%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	12,876	0	$651,268	+1.4%	15	$48.89	0.02%
EPP	iShares MSCI Pacific ex Japan ETF	Held	7,610	0	$405,308	+0.2%	7	$46.69	0.01%
FLCA	Franklin FTSE Canada ETF	Reduced	2,522	-3,228	$129,807	−53.9%	11	$30.80	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.