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Cooperman Leon G

SEC CIK
0000898382
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 31, 2023. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
52
−1 vs. Q1 2022
Portfolio value
$1.45B
−$444.7M (−23.4%) vs. Q1 2022
Filed
Aug 31, 2023
SEC
Holdings of Cooperman Leon G in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock60,000$130.8M9.0%00.0%UnchangedHistory
DVNDevon Energy CorpStock2,304,300$127.0M8.7%−365,700−13.7%ReducedHistory
COOPMaverick Merger Sub 2, LLCCOM3,239,000$119.0M8.2%00.0%UnchangedHistory
CICigna GroupStock360,873$95.1M6.5%−80,000−18.1%ReducedHistory
ASHAshland Inc.COM871,965$89.9M6.2%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM1,838,400$89.1M6.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN8,200,000$81.8M5.6%+300,000+3.8%AddedHistory
FISVFiserv IncStock860,000$76.5M5.3%−170,600−16.6%ReducedHistory
MPMP Materials Corp.COM CL A2,139,900$68.6M4.7%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A2,000,000$64.8M4.5%+79,849+4.2%AddedHistory
MSFTMicrosoft CorpStock245,705$63.1M4.3%00.0%UnchangedHistory
CTRACoterra Energy Inc.Stock2,300,000$59.3M4.1%−1,000,000−30.3%ReducedHistory
PXDPioneer Natural Resources CoCOM185,000$41.3M2.8%+115,000+164.3%AddedHistory
LADLithia Motors IncCOM150,000$41.2M2.8%00.0%UnchangedHistory
MIRMirion Technologies, Inc.COM CL A5,203,320$30.0M2.1%+1,766,965+51.4%AddedHistory
ABRArbor Realty Trust IncCOM2,267,694$29.7M2.0%−75,000−3.2%ReducedHistory
CIMChimera Investment CorpCOM NEW3,322,394$29.7M2.0%−186,700−5.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock124,000$26.0M1.8%+24,000+24.0%AddedHistory
STKLSunOpta Inc.COM2,820,000$21.9M1.5%+156,510+5.9%AddedHistory
VRTVertiv Holdings CoCOM CL A2,420,100$19.9M1.4%+420,100+21.0%AddedHistory
CCitigroup IncStock395,000$18.2M1.2%+205,000+107.9%AddedHistory
LVSLas Vegas Sands CorpCOM500,000$16.8M1.2%−223,300−30.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF44,746$15.5M1.1%00.0%Unchanged–
TRNTrinity Industries IncCOM600,000$14.5M1.0%−700,000−53.8%ReducedHistory
EFCEllington Financial Inc.COM810,000$11.9M0.8%−50,000−5.8%ReducedHistory
BHCBausch Health Companies Inc.Stock1,000,000$8.36M0.6%−1,500,000−60.0%ReducedHistory
FOAFinance of America Companies Inc.COM CL A5,200,000$8.16M0.6%+74,089+1.4%AddedHistory
FCRDFirst Eagle Alternative Capital BDC, Inc.COM2,177,810$7.71M0.5%00.0%UnchangedHistory
ASPUAspen Group, Inc.COM NEW2,470,000$7.37M0.5%00.0%UnchangedHistory
TDAYUSA TODAY Co., Inc.COM2,362,100$6.85M0.5%+620,000+35.6%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock450,000$6.04M0.4%+450,000NewHistory
ONITOnity Group Inc.COM NEW192,921$5.29M0.4%+61,553+46.9%AddedHistory
iShares MSCI Eafe ETF464287465ETF65,750$4.11M0.3%−7,956−10.8%Reduced–
BACBank of America CorpStock100,000$3.11M0.2%+20,000+25.0%AddedHistory
Sierra Metals Inc82639W106COM3,735,370$2.99M0.2%+299,512+8.7%Added–
VORBVirgin Orbit Holdings, Inc.COMMON STOCK484,758$1.86M0.1%−25,000−4.9%ReducedHistory
BBDCBarings BDC, Inc.COM190,608$1.77M0.1%−259,964−57.7%ReducedHistory
DMACDiaMedica Therapeutics Inc.COM NEW812,508$1.64M0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF23,214$1.40M0.1%00.0%Unchanged–
iShares Core MSCI Europe ETF46434V738ETF29,716$1.34M0.1%00.0%Unchanged–
iShares Inc464286665MSCI PAC JP ETF16,605$691.4K<0.1%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF12,481$659.4K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF11,972$632.4K<0.1%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD3,996$476.9K<0.1%+3,996New–
SRGASurgalign Holdings, Inc.COM NEW124,999$426.2K<0.1%00.0%UnchangedConverted for a 1-for-30 splitHistory
iShares Inc464286509MSCI CDA ETF12,531$422.0K<0.1%00.0%Unchanged–
CUROCURO Group Holdings Corp.COM65,643$363.0K<0.1%+65,643NewHistory
iShares Inc464286392MSCI WORLD ETF3,329$355.8K<0.1%00.0%Unchanged–
iShares Tr4642874407-10 YR TRSY BD3,249$332.4K<0.1%00.0%Unchanged–
Virgin Orbit Holdings, Inc.92771A119*W EXP 99/99/999162,002$285.9K<0.1%00.0%Unchanged–
OBDCBlue Owl Capital CorpCOM12,000$148.0K<0.1%−50,000−80.6%ReducedHistory
AESAES CorpStock900$18.9K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (4)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Cooperman Leon G sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
GMGeneral Motors CoCOM750,000$32.8M1.7%History
AMZNAmazon Com IncStock10,000$32.6M1.7%History
WBDWarner Bros. Discovery, Inc.COM SER A305,000$7.60M0.4%History
PFSIPennyMac Financial Services, Inc.COM50,000$2.66M0.1%History