13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000898382
Total reported value
$3.5B
$3.5B
51 檔
26.0%
As reported in its official Q1 2024 Form 13F filing, Cooperman Leon G's tracked investment portfolio stood at $3.5B with 51 total positions.
During Q1 2024, Cooperman Leon G's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including 07WA, ET, APO) accounted for 26.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | Stock-Other | 9.92% | — | — | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 7.90% | -1.25% | — | |
| 3 | APO | Apollo Global Management Inc | Stock-Financials | 7.61% | -0.43% | — | |
| 4 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 7.15% | +2.63% | -10.64% | |
| 5 | WSC | Willscot Holdings CORP | Stock-Industrials | 5.79% | +0.98% | — | |
| 6 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 5.22% | -0.01% | — | |
| 7 | DVN | Devon Energy CORP | Stock-Energy | 4.60% | — | — | |
| 8 | RRX | Regal Rexnord CORP | Stock-Industrials | 4.50% | — | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | — | — | |
| 10 | CI | THE Cigna Group | Stock-Healthcare | 4.10% | -0.31% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.09% | -0.71% | EXIT | |
| 12 | ASH | Ashland Inc | Stock-Materials | 3.98% | +0.42% | +2.29% | |
| 13 | MIR | Mirion Technologies Inc | Stock-Industrials | 3.56% | -0.87% | — | |
| 14 | FISV | Fiserv Inc | Stock-Other | 3.20% | — | — | |
| 15 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 2.82% | — | +7.38% | |
| 16 | ELV | Elevance Health Inc | Stock-Healthcare | 2.81% | -2.19% | EXIT | |
| 17 | ADT | Adt Inc | Stock-Industrials | 1.72% | — | +98.39% | |
| 18 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 1.63% | +0.83% | +2.35% | |
| 19 | DTM | Dt Midstream Inc | Stock-Energy | 1.62% | — | +5.79% | |
| 20 | MSI | Motorola Solutions Inc | Stock-Tech | 1.48% | -0.34% | — | |
| 21 | KBR | Kbr Inc | Stock-Industrials | 1.46% | -0.50% | — | |
| 22 | MP | Mp Materials CORP | Stock-Materials | 1.43% | -0.01% | +0.33% | |
| 23 | STKL | Sunopta Inc | Stock-Other | 1.43% | -1.98% | EXIT | |
| 24 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 1.31% | -0.14% | — | |
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 1.11% | -0.29% | — | |
| 26 | MANU | Manchester United plc | Stock-Other | 1.11% | +0.28% | +22.75% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.02% | — | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.79% | — | — | |
| 29 | SE | Sea Ltd-adr | Stock-Comm Services | 0.54% | -0.01% | — | |
| 30 | TDAY | USA Today Co Inc | Stock-Other | 0.40% | +0.06% | +3.12% | |
| 31 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 0.29% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | — | |
| 33 | FOA | Finance of America Companies Inc. | Stock-Other | 0.18% | — | — | |
| 34 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.15% | — | — | |
| 35 | OMF | Onemain Holdings Inc | Stock-Financials | 0.13% | +0.14% | — | |
| 36 | DMAC | Diamedica Therapeutics Inc | Stock-Other | 0.10% | +0.23% | — | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.09% | -0.01% | — | |
| 38 | EFC | Ellington Financial Inc | Stock-Other | 0.07% | — | -45.45% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.07% | -0.01% | +22.47% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.06% | -0.01% | +337.19% | |
| 41 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.04% | -0.01% | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.03% | — | — | |
| 43 | URTH | Ishares Msci World ETF | ETF-Other | 0.02% | — | — | |
| 44 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.02% | — | — | |
| 45 | VISN | Vistance Networks Inc | Stock-Tech | 0.01% | — | — | |
| 46 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.01% | — | — | |
| 47 | FLCA | Franklin Ftse Canada ETF | ETF-Other | 0.01% | -0.01% | — | |
| 48 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.01% | — | — | |
| 49 | PHXUSD | Phx Minerals Inc | Stock-Other | — | — | — | |
| 50 | BBDC | Barings Bdc Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Cooperman Leon G reported a total U.S. public equity portfolio value of $3.5B across 51 disclosed positions in Q1 2024.
During Q1 2024, Cooperman Leon G's top holdings by market value included 07WA (9.9%)、ET (7.9%)、APO (7.6%). The largest single position, 07WA, represented 9.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Cooperman Leon G made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.