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Leon Cooperman
Portfolio: Top Holdings & Stock Picks

Cooperman Leon G

Value Investing

Leon Cooperman (Cooperman Leon G) disclosed 41 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $3.2 B billion and a turnover rate of 3.4%.

Portfolio Value
$3.2 B
Total Holdings
41
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
3.36%

Leon Cooperman Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
2.86 M $602.99 M 18.82% 6.5 Years 0.00%
VRT
2.16 M $325.52 M 10.16% 5 Years 0.00%
ET
13.1 M $224.71 M 7.02% 6.5 Years 0.00%
MP
3 M $201.21 M 6.28% 4.7 Years -7.41%
MIR
8.38 M $195 M 6.09% 3.7 Years +17.66%
APO
1.34 M $178.18 M 5.56% 3.5 Years 0.00%
6.66 M $120.92 M 3.78% 2.3 Years +14.75%
ELV
340,900 $110.15 M 3.44% 2.3 Years +21.36%
RRX
735,766 $105.54 M 3.29% 2.7 Years 0.00%
LAD
317,602 $100.36 M 3.13% 4.3 Years 0.00%

Recent Moves

Significant New Position
+337,500 Shares | +$15.95 M Value
Continues to build a major stake in the Energy sector
Q3 2025
Added to Core Holding
+113,000 Shares | +$32.57 M Value
Largest position increase in Healthcare sector
Q3 2025
Reduced Exposure to Position
-300,000 Shares | -$16.94 M Value
Significant reduction in holdings of Financials
Q3 2025
Complete Exit
-390,000 Shares | -$67.24 M Value
Cleared FI, sector remains in portfolio
Q3 2025

Leon Cooperman's Historical Top Holdings Breakdown

Portfolio Date:

Leon Cooperman Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
FI
09/30/2025 Sold Out 390,000 -390,000 $67.24 M
N/A
09/30/2025 New Buy 880,000 880,000 $42.71 M
CI
09/30/2025 Add 53.3% 325,000 113,000 $32.57 M
MIR
09/30/2025 Add 17.7% 8.38 M 1.26 M $29.27 M
ELV
09/30/2025 Add 21.4% 340,900 60,000 $19.39 M
OMF
09/30/2025 Reduce -26.3% 839,000 -300,000 $16.94 M
MP
09/30/2025 Reduce -7.4% 3 M -240,000 $16.1 M
OXY
09/30/2025 New Buy 337,500 337,500 $15.95 M
09/30/2025 Add 14.8% 6.66 M 856,413 $15.54 M
09/30/2025 Add 50.0% 600,000 200,000 $15.02 M

Leon Cooperman's Sector Breakdowns

Portfolio Date:

About Leon Cooperman

Leon "Lee" Cooperman is an American billionaire investor and hedge fund manager. He is the chairman and CEO of Omega Advisors, a New York-based investment advisory firm. Before founding Omega in 1991, he spent 25 years at Goldman Sachs, where he served as chairman and CEO of Goldman Sachs Asset Management. He is known for his classic, value-driven investment style and philanthropy.

Frequently Asked Questions

As of 2025-09-30, Leon Cooperman holds 41 stocks. Top positions include COOP, VRT, ET, MP, MIR. For full portfolio details, please visit Leon Cooperman’s portfolio.

In Q3 2025, Leon Cooperman’s largest purchase by dollar amount was OXY. For complete transaction details, please visit Leon Cooperman’s portfolio.

According to the 13F filing for Q3 2025, Leon Cooperman increased their stake in CI.

Leon Cooperman’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.