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Cooperman Leon G

SEC CIK
0000898382
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Aug 30, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
55
−1 vs. Q3 2022
Portfolio value
$1.60B
+$186.4M (+13.1%) vs. Q3 2022
Filed
Aug 30, 2023
SEC
Holdings of Cooperman Leon G in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DVNDevon Energy CorpStock2,299,900$141.5M8.8%00.0%UnchangedHistory
COOPMaverick Merger Sub 2, LLCCOM3,239,000$130.0M8.1%00.0%UnchangedHistory
CICigna GroupStock360,873$119.6M7.5%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN10,032,504$119.1M7.4%+432,504+4.5%AddedHistory
APOApollo Global Management, Inc.COM1,838,400$117.3M7.3%00.0%UnchangedHistory
ASHAshland Inc.COM871,965$93.8M5.8%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A2,000,000$90.3M5.6%00.0%UnchangedHistory
LADLithia Motors IncCOM410,753$84.1M5.2%+160,000+63.8%AddedHistory
GOOGLAlphabet Inc.Stock950,000$83.8M5.2%−50,000−5.0%ReducedHistory
MSFTMicrosoft CorpStock245,705$58.9M3.7%00.0%UnchangedHistory
RRXRegal Rexnord CorpCOM464,666$55.8M3.5%+464,666NewHistory
MPMP Materials Corp.COM CL A2,225,000$54.0M3.4%+85,100+4.0%AddedHistory
FISVFiserv IncStock445,000$45.0M2.8%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM185,000$42.3M2.6%00.0%UnchangedHistory
MIRMirion Technologies, Inc.COM CL A6,366,073$42.1M2.6%+1,162,753+22.3%AddedHistory
VRTVertiv Holdings CoCOM CL A2,930,100$40.0M2.5%+30,000+1.0%AddedHistory
ABRArbor Realty Trust IncCOM2,512,694$33.1M2.1%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock124,000$32.0M2.0%00.0%UnchangedHistory
STKLSunOpta Inc.COM3,034,265$25.6M1.6%+171,916+6.0%AddedHistory
LVSLas Vegas Sands CorpCOM500,000$24.0M1.5%00.0%UnchangedHistory
CTRACoterra Energy Inc.Stock815,000$20.0M1.2%−1,225,000−60.0%ReducedHistory
EPDEnterprise Products Partners L.P.Stock790,000$19.1M1.2%+790,000NewHistory
CCitigroup IncStock395,000$17.9M1.1%00.0%UnchangedHistory
CIMChimera Investment CorpCOM NEW2,863,684$16.2M1.0%−20,000−0.7%ReducedHistory
Vanguard S&P 500 ETF922908363ETF44,746$15.7M1.0%00.0%Unchanged–
BACBank of America CorpStock400,000$13.2M0.8%+300,000+300.0%AddedHistory
AMZNAmazon Com IncStock115,000$9.66M0.6%00.0%UnchangedHistory
FCRDFirst Eagle Alternative Capital BDC, Inc.COM2,150,410$9.16M0.6%−27,400−1.3%ReducedHistory
ADTADT Inc.COM825,000$7.48M0.5%+825,000NewHistory
FOAFinance of America Companies Inc.COM CL A5,570,045$7.07M0.4%+370,045+7.1%AddedHistory
TDAYUSA TODAY Co., Inc.COM2,885,186$5.86M0.4%+258,086+9.8%AddedHistory
EFCEllington Financial Inc.COM446,300$5.52M0.3%−30,000−6.3%ReducedHistory
SDSandridge Energy IncCOM NEW262,754$4.47M0.3%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF65,750$4.32M0.3%00.0%Unchanged–
WBDWarner Bros. Discovery, Inc.Stock425,000$4.03M0.3%−25,000−5.6%ReducedHistory
ONITOnity Group Inc.COM NEW100,000$3.06M0.2%−3,000−2.9%ReducedHistory
iShares Core MSCI Europe ETF46434V738ETF34,922$1.66M0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF23,214$1.36M0.1%00.0%Unchanged–
DMACDiaMedica Therapeutics Inc.COM NEW812,508$1.28M0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS13,726$802.7K0.1%00.0%Unchanged–
Sierra Metals Inc82639W106COM4,063,292$702.1K<0.1%+308,233+8.2%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF11,972$663.7K<0.1%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD12,876$637.2K<0.1%+12,876New–
iShares Tr4642874407-10 YR TRSY BD6,506$623.1K<0.1%+3,257+100.2%Added–
iShares Tr4642886613 7 YR TREAS BD3,996$459.1K<0.1%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF12,531$410.1K<0.1%00.0%Unchanged–
iShares Inc464286392MSCI WORLD ETF3,329$363.7K<0.1%00.0%Unchanged–
iShares Inc464286665MSCI PAC JP ETF7,610$325.6K<0.1%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF5,915$322.0K<0.1%00.0%Unchanged–
OBDCBlue Owl Capital CorpCOM12,000$138.6K<0.1%00.0%UnchangedHistory
AESAES CorpStock900$25.9K<0.1%00.0%UnchangedHistory
BBDCBarings BDC, Inc.COM2,643$21.5K<0.1%00.0%UnchangedHistory
VORBVirgin Orbit Holdings, Inc.COMMON STOCK210,637$00.0%−126,763−37.6%ReducedHistory
ASPUAspen Group, Inc.COM NEW2,470,000––00.0%UnchangedHistory
Virgin Orbit Holdings, Inc.92771A119*W EXP 99/99/999162,002––00.0%Unchanged–

Sold out since Q3 2022 (5)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Cooperman Leon G sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
OMFOneMain Holdings, Inc.COM340,000$10.0M0.7%History
TRNTrinity Industries IncCOM123,798$2.64M0.2%History
SRGASurgalign Holdings, Inc.COM NEW124,999$435.0K<0.1%History
SLDPSolid Power, Inc.CLASS A COM55,373$291.3K<0.1%History
CUROCURO Group Holdings Corp.COM30,000$120.3K<0.1%History