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Latest COOPERMAN LEON G Stock Portfolio

$3.05Billion– No. of Holdings #41

COOPERMAN LEON G Performance:
2026 Q1: -0.13%YTD: -0.13%2025: 10.84%
Performance for 2026 Q1 is -0.13%, and YTD is -0.13%, and 2025 is 10.84%.

About COOPERMAN LEON G and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, COOPERMAN LEON G reported an equity portfolio of $3 Billions as of 31 Mar, 2026.

The top stock holdings of COOPERMAN LEON G are VRT, RKT, ET. The fund has invested 17.7% of it's portfolio in VERTIV HOLDINGS CO and 9.8% of portfolio in ROCKET COS INC.

The fund managers got completely rid off REGAL REXNORD CORP (RRX), AMRIZE LTD and OCCIDENTAL PETROLEUM CORP (OXY) stocks. They significantly reduced their stock positions in ELEVANCE HEALTH INC (ANTX) and ATLAS ENERGY SOLUTIONS INC. COOPERMAN LEON G opened new stock positions in CAPITAL ONE FINANCIAL CORP (COF), AMRIZE LTD and AMAZON.COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to ONEMAIN HOLDINGS INC (OMF), ISHARES INC (EMGF) and FIDELIS INSURANCE HOLDINGS L.
COOPERMAN LEON G Equity Portfolio Value
Last Reported on: 15 May, 2026

COOPERMAN LEON G Annual Return Estimates Vs S&P 500

Our best estimate is that COOPERMAN LEON G made a return of -0.13% in the last quarter. In trailing 12 months, it's portfolio return was 18.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital one financial corp67,499,100
amrize ltd49,297,600
amazon.com inc35,301,800
horizon space acquisition ii242
New stocks bought by COOPERMAN LEON G

Additions

Ticker% Inc.
onemain holdings inc186
ishares inc42.01
fidelis insurance holdings l13.39
lithia motors inc7.05
sunopta inc2.72
usa today co inc1.74
manchester united plc0.34
finance of america cos inc0.00
Additions to existing portfolio by COOPERMAN LEON G

Reductions

Ticker% Reduced
elevance health inc-33.15
atlas energy solutions inc-19.2
COOPERMAN LEON G reduced stake in above stock

Sold off

Ticker$ Sold
amrize ltd-47,590,400
occidental petroleum corp-28,784,000
regal rexnord corp-96,820,800
COOPERMAN LEON G got rid off the above stocks

Sector Distribution

COOPERMAN LEON G has about 27.7% of it's holdings in Industrials sector.

  • Industrials
  • Others
  • Financial Services
  • Energy
  • Basic Materials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Technology
Sector%
Industrials27.7
Others18.7
Financial Services16.3
Energy13.6
Basic Materials7.9
Healthcare5.5
Consumer Cyclical3.9
Communication Services2.2
Consumer Defensive2
Technology1.9

Market Cap. Distribution

COOPERMAN LEON G has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
  • NANO-CAP
  • MEGA-CAP
Category%
LARGE-CAP49.4
UNALLOCATED18.7
MID-CAP17.7
SMALL-CAP9.4
NANO-CAP2.2
MEGA-CAP1.9

Stocks belong to which Index?

About 18.4% of the stocks held by COOPERMAN LEON G either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others81.5
RUSSELL 20009.6
S&P 5008.8
Top 5 Winners (%)%
STKL
sunopta inc
69.0 %
VRT
vertiv holdings co
54.7 %
GCI
usa today co inc
36.5 %
atlas energy solutions inc
35.5 %
SUN
sunoco lp
24.0 %
Top 5 Winners ($)$
VRT
vertiv holdings co
191.1 M
ET
energy transfer lp
37.4 M
STKL
sunopta inc
24.6 M
SUN
sunoco lp
20.3 M
atlas energy solutions inc
16.9 M
Top 5 Losers (%)%
SE
sea ltd
-35.1 %
FOA
finance of america cos inc
-31.4 %
RKT
rocket cos inc
-26.4 %
LAD
lithia motors inc
-24.2 %
apollo global management inc
-23.0 %
Top 5 Losers ($)$
RKT
rocket cos inc
-107.4 M
apollo global management inc
-44.6 M
MIR
mirion technologies inc
-40.5 M
LAD
lithia motors inc
-27.2 M
OMF
onemain holdings inc
-19.0 M

COOPERMAN LEON G Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of COOPERMAN LEON G

COOPERMAN LEON G has 41 stocks in it's portfolio. About 65.8% of the portfolio is in top 10 stocks. RKT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for COOPERMAN LEON G last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions