COOPERMAN LEON G

CIK

898382

Location

BOCA RATON, FL

Portfolio Value

Mid $2,957,155,995

Diversification

Diversified

Filing Date

Global Rank

#937 / 8,604 ▲ 11 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 18.3%

3Y Alpha vs SPY

0.0%

Period ended 3 months ago

Filed May 15, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.2%

SPY

+76.5%

Annualised alpha

-1.0%

Max drawdown

−27.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

30 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 positions · $2,957,155,995 total · 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%