Leon G Cooperman portfolio
Concentrated managerFamily officeIndividualPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Leon G Cooperman reported a $3.5 bn portfolio of 39 positions to the SEC as of the end of Q2 2026. Its largest positions are VRT, RKT, ET. During the quarter it opened Gpgi and exited Elevance Health and Atlas Energy Solutions.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Leon G Cooperman has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
17 positions with a change (3 new, 7 added to, 3 trimmed, 4 sold); also, 1 entered through an IPO, 2 exited through an acquisition or merger. 7 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedWhiteHawk MineralsWHK2.6% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Gpgi+5.1 ppof portfolioNew— → 5.1%
- Sunoco−86%fewer sharesReduced3.5% → 0.4%
- Elevance Health−1.9 ppof portfolioSold out2.2% → —
- Atlas Energy Solutions−1.5 ppof portfolioSold out1.8% → —
- GE Healthcare Technologies+95%more sharesIncreased1.6% → 2.4%
- Alphabet−0.6 ppof portfolioSold out0.7% → —
- Amrize−0.1 ppof portfolioReduced1.6% → 1.3%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vertiv HoldingsVRT20.4%
- Rocket CompaniesRKT9.3%
- Energy TransferET7.2%
- Pelagos Insurance CapitalPLGO5.8%
- GPGIGPGI5.1%
- MP MaterialsMP4.7%
- Apollo Global ManagementAPO4.5%
- Mirion TechnologiesMIR4.2%
- Onemain HoldingsOMF3.7%
- AshlandASH3.5%
- Willscot HoldingsWSC3.3%
- Lithia MotorsLAD2.8%
- Capital One FinancialCOF2.6%
- WhiteHawk MineralsWHK2.6%
- Cigna GroupCI2.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 32%
- ● Industrials 26%
- ● Energy 12%
- ● Materials 10%
- ● Information Technology 6%
- ● Health Care 6%
- ● Consumer Discretionary 5%
- ● Communication Services 3%
- ● No sector 1%
How its portfolio changed (8 quarters)
Q2 2026: 39
Q2 2026: 68%
Q2 2026: 10.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q2 2025 ↗filed Aug 14, 2025Omitted positions (confidential)
- 13F Q1 2025 ↗filed May 15, 2025Amendment of May 15, 2025 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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