CL

Cooperman Leon G

Momentum followerDiversified strategyQuality / disciplined sizing

Total reported value

$3.0B

Reporting period: 2026-03-31 · Number of holdings: 41

COOPERMAN LEON G disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 34.4%.

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Personality snowflake

Concentration
27.16
Portfolio Stability
34.39
Momentum/Contrarian
100
Sector conviction
65.39
Diversification
82
Sizing Uniformity
86.48

Recent moves

  • Add VRT

    0.0%　$191.1M

  • Trim RKT

    0.0%　-$107.4M

  • Add OMF

    +186.4%　$60.0M

  • Trim ELV

    -33.1%　-$52.8M

  • Trim APO

    0.0%　-$44.6M

  • Trim MIR

    0.0%　-$40.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VRTVertiv Holdings Co-aStock-Industrials17.74%+6.14%—
2RKTRocket Cos Inc-class AStock-Financials9.83%-3.67%—
3ETEnergy Transfer LPStock-Energy8.43%+1.14%—
4MIRMirion Technologies INCStock-Industrials5.11%-1.40%—
5✓ Fidelis Insurance HoldinStock-Other5.01%+0.44%+13.39%
6APOApollo Global Management INCStock-Financials4.89%-1.53%—
7MPMp Materials CORPStock-Materials4.75%-0.28%—
8OMFOnemain Holdings INCStock-Financials3.52%+1.95%+186.43%
9SUNSunoco LPStock-Other3.45%+0.63%—
10ASHAshland INCStock-Materials3.10%-0.21%—
11CITHE Cigna GroupStock-Healthcare2.84%-0.13%—
12LADLithia Motors INCStock-Consumer Disc2.79%-0.71%+7.05%
13KBRKbr INCStock-Industrials2.57%-0.26%—
14WSCWillscot Holdings CORPStock-Industrials2.30%-0.22%—
15COFCapital One Financial CORPStock-Financials2.21%+2.21%NEW
16ELVElevance Health INCStock-Healthcare2.19%-1.77%-33.15%
17STKLSunopta INCStock-Other1.98%+0.84%+2.73%
18MSIMotorola Solutions INCStock-Tech1.92%+0.20%—
19AESIAtlas Energy Solutions INCStock-Other1.76%+0.18%-19.20%
20EPDEnterprise Products PartnersStock-Energy1.71%+0.25%—
21MANUManchester United plcStock-Other1.62%+0.08%+0.34%
22✓ Amrize LTDStock-Other1.62%+1.62%NEW
23GEHCGE Healthcare TechnologyStock-Healthcare1.56%-0.26%—
24TDAYUSA Today Co INCStock-Other1.45%+0.40%+1.74%
25AMZNAmazon.com INCStock-Consumer Disc1.16%+1.16%NEW
26SESea Ltd-adrStock-Comm Services0.89%-0.49%—
27VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.85%-0.06%—
28GOOGLAlphabet Inc-cl AStock-Comm Services0.71%-0.07%—
29FOAFinance Of America Cos Inc-aStock-Other0.70%-0.33%+0.00%
30DMACDiamedica Therapeutics INCStock-Other0.45%-0.08%—
31ABRArbor Realty Trust INCStock-Real Estate0.39%-0.01%—
32EFAIshares Msci Eafe ETFETF-Other0.18%——
33IEURIshares Core Msci Europe ETFETF-Other0.09%——
34VGKVanguard Ftse Europe ETFETF-Other0.07%——
35EWJIshares Msci Japan ETFETF-Other0.06%+0.02%+42.01%
36VGITVanguard Intermediate-term TETF-Other0.05%——
37EWCIshares Msci Canada ETFETF-Other0.02%——
38VTEBVanguard Tax-exempt Bond ETFETF-Other0.02%——
39EPPIshares Msci Pacific Ex JapaETF-Other0.01%——
40FLCAFranklin Ftse Canada ETFETF-Other0.01%——
41✓ Horizon Space Acquisition IiStock-Other——NEW

Holding changes this quarter

Cooperman Leon G's most significant position changes for 2026-03-31: Sold out: Regal Rexnord CORP (RRX); New buy: Capital One Financial CORP (COF); New buy: Amrize LTD; Sold out: Amrize Ltd (AMRZ); New buy: Amazon.com INC (AMZN).

Position changes disclosed by Cooperman Leon G for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VRTVertiv Holdings Co-a+6.1%—Unchanged
2OMFOnemain Holdings INC+2%+186.43%Add
3ETEnergy Transfer LP+1.1%—Unchanged
4STKLSunopta INC+0.8%+2.73%Add
5SUNSunoco LP+0.6%—Unchanged
6✓ Fidelis Insurance Holdin+0.4%+13.39%Add
7TDAYUSA Today Co INC+0.4%+1.74%Add
8EPDEnterprise Products Partners+0.3%—Unchanged
9MSIMotorola Solutions INC+0.2%—Unchanged
10AESIAtlas Energy Solutions INC+0.2%-19.20%Trim
11MANUManchester United plc+0.1%+0.34%Add
12EWJIshares Msci Japan ETF0%+42.01%Add
13EFAIshares Msci Eafe ETF——Unchanged
14VGKVanguard Ftse Europe ETF——Unchanged
15IEURIshares Core Msci Europe ETF——Unchanged
16EPPIshares Msci Pacific Ex Japa——Unchanged
17EWCIshares Msci Canada ETF——Unchanged
18VGITVanguard Intermediate-term T——Unchanged
19VTEBVanguard Tax-exempt Bond ETF——Unchanged
20FLCAFranklin Ftse Canada ETF——Unchanged
21ABRArbor Realty Trust INC0%—Unchanged
22VOOVanguard S&p 500 ETF-0.1%—Unchanged
23GOOGLAlphabet Inc-cl A-0.1%—Unchanged
24DMACDiamedica Therapeutics INC-0.1%—Unchanged
25CITHE Cigna Group-0.1%—Unchanged
26ASHAshland INC-0.2%—Unchanged
27WSCWillscot Holdings CORP-0.2%—Unchanged
28GEHCGE Healthcare Technology-0.3%—Unchanged
29KBRKbr INC-0.3%—Unchanged
30MPMp Materials CORP-0.3%—Unchanged
31FOAFinance Of America Cos Inc-a-0.3%+0.00%Add
32SESea Ltd-adr-0.5%—Unchanged
33LADLithia Motors INC-0.7%+7.05%Add
34MIRMirion Technologies INC-1.4%—Unchanged
35APOApollo Global Management INC-1.5%—Unchanged
36ELVElevance Health INC-1.8%-33.15%Trim
37RKTRocket Cos Inc-class A-3.7%—Unchanged
38RRXRegal Rexnord CORP—EXITSold out
39COFCapital One Financial CORP—NEWNew buy
40✓ Amrize LTD—NEWNew buy
41AMRZAmrize Ltd—EXITSold out
42AMZNAmazon.com INC—NEWNew buy
43OXYOccidental Petroleum CORP—EXITSold out
44✓ Horizon Space Acquisition Ii—NEWNew buy

FAQ

What is Cooperman Leon G and what type of investor is it?
Cooperman Leon G is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.0B, spread across 41 disclosed positions.
What are Cooperman Leon G's largest equity positions?
Based on the latest 13F filing, Cooperman Leon G's top holdings by market value are: 1. Vertiv Holdings Co-a (VRT) — $540.7M (17.7%) 2. Rocket Cos Inc-class A (RKT) — $299.5M (9.8%) 3. Energy Transfer LP (ET) — $257.1M (8.4%) 4. Mirion Technologies INC (MIR) — $155.8M (5.1%) 5. Fidelis Insurance Holdin — $152.6M (5.0%)
What changes did Cooperman Leon G make in its most recent portfolio filing?
In the latest reported quarter, Cooperman Leon G made 17 notable position adjustments: 4 new positions were initiated, 8 existing holdings were added to, 2 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Regal Rexnord CORP (RRX); New buy: Capital One Financial CORP (COF); New buy: Amrize LTD; Sold out: Amrize Ltd (AMRZ); New buy: Amazon.com INC (AMZN)
What sectors does Cooperman Leon G focus on?
Cooperman Leon G is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 34.4% • Financials: 25.4% • Energy: 12.6% • Materials: 9.7% • Health Care: 8.2% • Consumer Discretionary: 4.9%

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