Leon Cooperman's MP Position Overview
Leon Cooperman (via Cooperman Leon G) currently holds 3.0M shares of MP Materials Corp. (MP) worth $201.21 M, representing 6.28% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Leon Cooperman has maintained a strategic position in MP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 1.0M shares. Largest reduction occurred in Q2 2025, reducing 360.0K shares.
Analysis based on 13F filings available since 2013 Q2
Leon Cooperman's MP Materials (MP) Holding Value Over Time
Track share changes against reported price movement
Quarterly MP Materials (MP) Trades by Leon Cooperman
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +2.43 M | New Buy | 2.43 M | $32.17 |
| Q3 2021 | -44,439 | Reduce 1.83% | 2.38 M | $32.23 |
| Q4 2021 | -241,661 | Reduce 10.15% | 2.14 M | $45.42 |
| Q4 2022 | +85,100 | Add 3.98% | 2.22 M | $24.28 |
| Q2 2023 | +2,500 | Add 0.11% | 2.23 M | $22.88 |
| Q3 2023 | +16,500 | Add 0.74% | 2.24 M | $19.10 |
| Q4 2023 | +148,200 | Add 6.60% | 2.39 M | $19.85 |
| Q1 2024 | +7,800 | Add 0.33% | 2.4 M | $14.30 |
| Q2 2024 | +1.02 M | Add 42.71% | 3.42 M | $12.73 |
| Q3 2024 | +40,000 | Add 1.17% | 3.46 M | $17.65 |
| Q4 2024 | +135,000 | Add 3.90% | 3.6 M | $15.60 |
| Q2 2025 | -360,000 | Reduce 10.00% | 3.24 M | $33.27 |
| Q3 2025 | -240,000 | Reduce 7.41% | 3 M | $67.07 |
Leon Cooperman's MP Materials Investment FAQs
Leon Cooperman first purchased MP Materials Corp. (MP) in Q4 2020, acquiring 2,426,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Leon Cooperman has held MP Materials Corp. (MP) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Leon Cooperman's largest addition to MP Materials Corp. (MP) was in Q4 2020, adding 2,426,000 shares worth $78.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Leon Cooperman's firm, Cooperman Leon G, owns 3,000,000 shares of MP Materials Corp. (MP), valued at approximately $201.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, MP Materials Corp. (MP) represents approximately 6.28% of Leon Cooperman's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Leon Cooperman's peak holding in MP Materials Corp. (MP) was 3,600,000 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.