Cooperman Leon G
Net buyer this quarter
$3.55B
29
+$83.6M
68.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VRT | $722M | 20.37% | 0.56% | Not reported | Q3 2020 |
 RKT | $331M | 9.33% | Not reported | Not reported | Q4 2025 |
 ET | $255M | 7.18% | 0.39% | Not reported | Q1 2019 |
 PLGO | $207M | 5.84% | 10.29% | +6.6% | Q2 2023 |
 GPGI | $180M | 5.09% | 3.93% | New | Q2 2026 |
 MP | $168M | 4.74% | 1.68% | Not reported | Q4 2020 |
 APO | $158M | 4.46% | 0.23% | Not reported | Q1 2022 |
 MIR | $150M | 4.24% | 44.71% | Not reported | Q4 2021 |
 OMF | $130M | 3.66% | 1.84% | +6.2% | Q3 2022 |
 ASH | $125M | 3.52% | 4.14% | +11.5% | Q1 2019 |
 WSC | $116M | 3.28% | 2.23% | Not reported | Q4 2020 |
 LAD | $98.8M | 2.78% | 1.55% | Not reported | Q2 2021 |
 COF | $91.3M | 2.57% | 0.07% | +23.0% | Q2 2013 |
 WHK | $90.7M | 2.56% | Not reported | New | Q2 2026 |
 CI | $89.6M | 2.53% | 0.12% | Not reported | Q1 2019 |
 GEHC | $83.8M | 2.36% | 0.29% | +95.5% | Q2 2025 |
 KBR | $73.4M | 2.07% | 1.68% | Not reported | Q1 2024 |
 MANU | $67.2M | 1.90% | Not reported | Not reported | Q3 2023 |
 MSI | $56.1M | 1.58% | 0.08% | Not reported | Q2 2013 |
 TDAY | $53.6M | 1.51% | 4.27% | Not reported | Q4 2019 |
 EPD | $50.5M | 1.42% | 0.06% | Not reported | Q3 2020 |
 AMRZ | $46.9M | 1.32% | 0.16% | Not reported | Q3 2025 |
 AMZN | $40.4M | 1.14% | 0.00% | Not reported | Q1 2019 |
 FOA | $35.4M | 1.00% | 20.53% | Not reported | Q2 2021 |
 SE | $31.2M | 0.88% | 0.18% | Not reported | Q1 2024 |
 DMAC | $24.3M | 0.68% | 6.40% | +70.8% | Q4 2020 |
 SUN | $15.3M | 0.43% | Not reported | -86.1% | Q1 2025 |
 ABR | $9.02M | 0.25% | 0.88% | +6.7% | Q1 2019 |
 KZIA | $704K | 0.02% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| VRT | $541M | 17.74% | 0.56% | Not reported | Q3 2020 |
| RKT | $299M | 9.83% | Not reported | Not reported | Q4 2025 |
| ET | $257M | 8.43% | 0.39% | Not reported | Q1 2019 |
| MIR | $156M | 5.11% | 44.71% | Not reported | Q4 2021 |
| PLGO | $153M | 5.01% | 9.34% | +13.4% | Q2 2023 |
| APO | $149M | 4.89% | 0.23% | Not reported | Q1 2022 |
| MP | $145M | 4.75% | 1.69% | Not reported | Q4 2020 |
| OMF | $107M | 3.52% | 1.73% | +186.4% | Q3 2022 |
| SUN | $105M | 3.45% | Not reported | Not reported | Q1 2025 |
| ASH | $94.5M | 3.10% | 3.71% | Not reported | Q1 2019 |
| CI | $86.7M | 2.84% | 0.12% | Not reported | Q1 2019 |
| LAD | $84.9M | 2.79% | 1.49% | +7.1% | Q2 2021 |
| KBR | $78.3M | 2.57% | 1.68% | Not reported | Q1 2024 |
| WSC | $70M | 2.30% | 2.23% | Not reported | Q4 2020 |
| COF | $67.5M | 2.21% | 0.06% | Not reported | Q2 2013 |
 ELV | $66.7M | 2.19% | 0.10% | -33.2% | Q2 2023 |
| STKL | $60.3M | 1.98% | 7.86% | +2.7% | Q3 2019 |
| MSI | $58.6M | 1.92% | 0.08% | Not reported | Q2 2013 |
 AESI | $53.6M | 1.76% | 3.27% | -19.2% | Q2 2025 |
| EPD | $52M | 1.71% | 0.06% | Not reported | Q3 2020 |
| MANU | $49.3M | 1.62% | Not reported | +0.3% | Q3 2023 |
| GEHC | $47.7M | 1.56% | 0.15% | Not reported | Q2 2025 |
| TDAY | $44.2M | 1.45% | 4.28% | +1.7% | Q4 2019 |
| AMZN | $35.3M | 1.16% | 0.00% | Not reported | Q1 2019 |
| SE | $27M | 0.89% | 0.18% | Not reported | Q1 2024 |
 GOOGL | $21.6M | 0.71% | 0.00% | Not reported | Q1 2019 |
| FOA | $21.3M | 0.70% | 20.53% | 0.0% | Q2 2021 |
| DMAC | $13.7M | 0.45% | 3.75% | Not reported | Q4 2020 |
| ABR | $12M | 0.39% | 0.81% | Not reported | Q1 2019 |
| HSPT | $242 | 0.00% | 0.05% | New | Q1 2026 |
| Q4 2025 | |||||
| RKT | $407M | 13.50% | Not reported | New | Q4 2025 |
| VRT | $350M | 11.60% | 0.56% | Not reported | Q3 2020 |
| ET | $220M | 7.29% | 0.39% | +1.7% | Q1 2019 |
| MIR | $196M | 6.51% | 44.71% | Not reported | Q4 2021 |
| APO | $194M | 6.42% | 0.23% | Not reported | Q1 2022 |
| MP | $152M | 5.03% | 1.69% | Not reported | Q4 2020 |
| PLGO | $138M | 4.57% | 7.29% | +5.7% | Q2 2023 |
| ELV | $120M | 3.96% | 0.15% | Not reported | Q2 2023 |
| LAD | $106M | 3.50% | 1.35% | Not reported | Q2 2021 |
| ASH | $99.7M | 3.31% | 3.71% | Not reported | Q1 2019 |
 RRX | $96.8M | 3.21% | 1.04% | -6.2% | Q4 2022 |
| CI | $89.4M | 2.97% | 0.12% | Not reported | Q1 2019 |
| KBR | $85.4M | 2.83% | 1.67% | +21.4% | Q1 2024 |
| SUN | $84.9M | 2.82% | Not reported | Not reported | Q1 2025 |
| WSC | $75.9M | 2.52% | 2.22% | Not reported | Q4 2020 |
| GEHC | $55M | 1.82% | 0.15% | +11.7% | Q2 2025 |
| MSI | $51.7M | 1.72% | 0.08% | Not reported | Q2 2013 |
| AESI | $47.6M | 1.58% | 4.07% | -5.8% | Q2 2025 |
| AMRZ | $47.6M | 1.58% | 0.16% | Not reported | Q3 2025 |
| OMF | $47.3M | 1.57% | 0.60% | -16.6% | Q3 2022 |
| MANU | $46.5M | 1.54% | Not reported | +2.3% | Q3 2023 |
| EPD | $44M | 1.46% | 0.06% | +3.8% | Q3 2020 |
| SE | $41.6M | 1.38% | 0.18% | Not reported | Q1 2024 |
| STKL | $34.4M | 1.14% | 7.66% | +35.8% | Q3 2019 |
| TDAY | $31.7M | 1.05% | 4.19% | +5.1% | Q4 2019 |
| FOA | $31.1M | 1.03% | 20.53% | Not reported | Q2 2021 |
 OXY | $28.8M | 0.96% | 0.07% | +107.4% | Q2 2013 |
| GOOGL | $23.5M | 0.78% | 0.00% | Not reported | Q1 2019 |
| DMAC | $16.1M | 0.53% | 3.76% | -38.2% | Q4 2020 |
| ABR | $12.1M | 0.40% | 0.80% | -8.2% | Q1 2019 |
| Q3 2025 | |||||
| COOP | $603M | 18.82% | Not reported | Not reported | Q1 2019 |
| VRT | $326M | 10.16% | 0.56% | Not reported | Q3 2020 |
| ET | $225M | 7.02% | 0.38% | Not reported | Q1 2019 |
| MP | $201M | 6.28% | 1.69% | -7.4% | Q4 2020 |
| MIR | $195M | 6.09% | 44.71% | +17.7% | Q4 2021 |
| APO | $178M | 5.56% | 0.23% | Not reported | Q1 2022 |
| PLGO | $121M | 3.78% | 6.47% | +14.8% | Q2 2023 |
| ELV | $110M | 3.44% | 0.15% | +21.4% | Q2 2023 |
| RRX | $106M | 3.29% | 1.11% | Not reported | Q4 2022 |
| LAD | $100M | 3.13% | 1.30% | Not reported | Q2 2021 |
| CI | $93.7M | 2.92% | 0.12% | +53.3% | Q1 2019 |
| WSC | $85.1M | 2.66% | 2.22% | Not reported | Q4 2020 |
| KBR | $82.8M | 2.58% | 1.36% | Not reported | Q1 2024 |
| ASH | $81.4M | 2.54% | 3.72% | Not reported | Q1 2019 |
| SUN | $81M | 2.53% | Not reported | +10.2% | Q1 2025 |
| MSI | $61.7M | 1.93% | 0.08% | Not reported | Q2 2013 |
| AESI | $61M | 1.90% | 4.34% | +4.0% | Q2 2025 |
| SE | $58.3M | 1.82% | 0.18% | Not reported | Q1 2024 |
| OMF | $47.4M | 1.48% | 0.71% | -26.3% | Q3 2022 |
| GEHC | $45.1M | 1.41% | 0.13% | +50.0% | Q2 2025 |
| MANU | $43.3M | 1.35% | Not reported | +0.6% | Q3 2023 |
| AMRZ | $42.7M | 1.33% | 0.16% | New | Q3 2025 |
| EPD | $41.4M | 1.29% | 0.06% | +4.4% | Q3 2020 |
| STKL | $39.1M | 1.22% | 5.64% | +2.5% | Q3 2019 |
| FOA | $28.8M | 0.90% | 20.53% | +0.8% | Q2 2021 |
| TDAY | $24.2M | 0.76% | 3.99% | +0.4% | Q4 2019 |
| ABR | $20.8M | 0.65% | 0.87% | -5.6% | Q1 2019 |
| GOOGL | $18.2M | 0.57% | 0.00% | Not reported | Q1 2019 |
| DMAC | $17.6M | 0.55% | 6.28% | +98.2% | Q4 2020 |
| OXY | $15.9M | 0.50% | 0.03% | Not reported | Q2 2013 |
 AVBP | $7.77M | 0.24% | 1.03% | Not reported | Q2 2025 |