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Cooperman Leon G

SEC CIK
0000898382
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
54
0 vs. Q2 2023
Portfolio value
$1.91B
+$66.4M (+3.6%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Cooperman Leon G in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETEnergy Transfer LPCOM UT LTD PTN11,912,500$167.1M8.8%00.0%UnchangedHistory
COOPMaverick Merger Sub 2, LLCCOM3,054,000$163.6M8.6%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM1,625,000$145.9M7.6%00.0%UnchangedHistory
LADLithia Motors IncCOM415,000$122.6M6.4%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A2,725,000$113.3M5.9%+475,000+21.1%AddedHistory
DVNDevon Energy CorpStock2,299,900$109.7M5.7%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A2,650,000$98.6M5.2%−350,000−11.7%ReducedHistory
GOOGLAlphabet Inc.Stock650,000$85.1M4.5%00.0%UnchangedHistory
ASHAshland Inc.COM960,065$78.4M4.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock245,705$77.6M4.1%00.0%UnchangedHistory
CICigna GroupStock270,655$77.4M4.1%−90,218−25.0%ReducedHistory
PXDPioneer Natural Resources CoCOM293,546$67.4M3.5%00.0%UnchangedHistory
RRXRegal Rexnord CorpCOM464,666$66.4M3.5%00.0%UnchangedHistory
MIRMirion Technologies, Inc.COM CL A7,400,000$55.3M2.9%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock118,140$51.4M2.7%+58,140+96.9%AddedHistory
FISVFiserv IncStock445,000$50.3M2.6%00.0%UnchangedHistory
LVSLas Vegas Sands CorpCOM1,000,000$45.8M2.4%+500,000+100.0%AddedHistory
MPMP Materials Corp.COM CL A2,244,000$42.9M2.2%+16,500+0.7%AddedHistory
ABRArbor Realty Trust IncCOM2,381,194$36.1M1.9%−1,073,500−31.1%ReducedHistory
CCitigroup IncStock700,000$28.8M1.5%00.0%UnchangedHistory
DTMDT Midstream, Inc.COMMON STOCK530,000$28.0M1.5%+230,000+76.7%AddedHistory
MSIMotorola Solutions, Inc.Stock100,000$27.2M1.4%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock815,000$22.3M1.2%00.0%UnchangedHistory
ADTADT Inc.COM3,100,000$18.6M1.0%00.0%UnchangedHistory
MANUManchester United plcORD CL A929,078$18.4M1.0%+929,078NewHistory
Vanguard S&P 500 ETF922908363ETF44,746$17.6M0.9%00.0%Unchanged–
STKLSunOpta Inc.COM4,849,691$16.3M0.9%+849,691+21.2%AddedHistory
PLGOPelagos Insurance Capital LtdCOM911,791$13.4M0.7%+453,947+99.1%AddedHistory
BACBank of America CorpStock400,000$11.0M0.6%00.0%UnchangedHistory
TDAYUSA TODAY Co., Inc.COM3,816,393$9.35M0.5%00.0%UnchangedHistory
FOAFinance of America Companies Inc.COM CL A5,932,215$7.59M0.4%+67,703+1.2%AddedHistory
CCAPCrescent Capital BDC, Inc.COM419,978$7.18M0.4%00.0%UnchangedHistory
EFCEllington Financial Inc.COM425,000$5.30M0.3%−100,000−19.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF60,937$4.20M0.2%00.0%Unchanged–
MSGSMadison Square Garden Sports Corp.CL A20,000$3.53M0.2%+20,000NewHistory
PNSTPinstripes Holdings, Inc.CL A COM275,295$2.90M0.2%00.0%UnchangedHistory
OMFOneMain Holdings, Inc.COM62,824$2.52M0.1%00.0%UnchangedHistory
DMACDiaMedica Therapeutics Inc.COM NEW875,993$2.26M0.1%00.0%UnchangedHistory
iShares Core MSCI Europe ETF46434V738ETF34,922$1.73M0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF20,162$1.17M0.1%00.0%Unchanged–
VISNVistance Networks, Inc.COM265,710$892.8K<0.1%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF14,305$862.4K<0.1%00.0%Unchanged–
Schwab Strategic Tr808524862SHT TM US TRES13,864$663.9K<0.1%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD12,876$619.3K<0.1%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF12,531$419.3K<0.1%00.0%Unchanged–
iShares Inc464286392MSCI WORLD ETF3,329$400.0K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF1,330$331.6K<0.1%+1,330New–
iShares Tr4642886613 7 YR TREAS BD2,917$330.1K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS5,725$327.2K<0.1%00.0%Unchanged–
iShares Inc464286665MSCI PAC JP ETF7,610$302.7K<0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF2,500$171.1K<0.1%−4,587−64.7%Reduced–
OBDCBlue Owl Capital CorpCOM12,000$162.5K<0.1%00.0%UnchangedHistory
BBDCBarings BDC, Inc.COM2,643$23.2K<0.1%00.0%UnchangedHistory
AESAES CorpStock900$12.7K<0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Cooperman Leon G sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
WBDWarner Bros. Discovery, Inc.Stock200,000$2.51M0.1%History
VORBVirgin Orbit Holdings, Inc.COMMON STOCK157,978$5.09K<0.1%History
CIMChimera Investment CorpCOM NEW30,834––History