CLCOOPERMAN LEON G
Institutional investor · Portfolio as of Q3 2023
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ENERGY TRANSFER EQUITY LP | 11.9M | $167.1M | 8.8% | $7.51 | +48.42% | 19 qtrssince 2019-Q1 | Unchanged 0 |
MR COOPER GROUP INC | 3.1M | $163.6M | 8.6% | — | — | 19 qtrssince 2019-Q1 | Unchanged 0 |
APOLLO GLOBAL MANAGEMENT INC | 1.6M | $145.9M | 7.6% | $58.67 | +47.91% | 7 qtrssince 2022-Q1 | Unchanged 0 |
LITHIA MTRS INC | 415,000 | $122.6M | 6.4% | $248.88 | +16.07% | 10 qtrssince 2021-Q2 | Unchanged 0 |
WILLSCOT HOLDINGS CORP | 2.7M | $113.3M | 5.9% | $32.10 | +28.09% | 12 qtrssince 2020-Q4 | Increased 70 |
DEVON ENERGY CORP | 2.3M | $109.7M | 5.7% | $17.19 | +156.25% | 11 qtrssince 2021-Q1 | Unchanged 0 |
VERTIV HOLDINGS CO-A | 2.7M | $98.6M | 5.2% | $16.34 | +126.95% | 13 qtrssince 2020-Q3 | Decreased 0 |
ALPHABET INC-CL A | 650,000 | $85.1M | 4.5% | $95.25 | +36.35% | 13 qtrssince 2020-Q3 | Unchanged 0 |
ASHLAND INC | 960,065 | $78.4M | 4.1% | $72.62 | +6.70% | 19 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 245,705 | $77.6M | 4.1% | $110.82 | +180.17% | 19 qtrssince 2019-Q1 | Unchanged 0 |
THE CIGNA GROUP | 270,655 | $77.4M | 4.1% | $149.43 | +83.70% | 19 qtrssince 2019-Q1 | Decreased 0 |
PIONEER NATURAL RESOURCE | 293,546 | $67.4M | 3.5% | — | — | 11 qtrssince 2021-Q1 | Unchanged 0 |
REGAL BELOIT CORP | 464,666 | $66.4M | 3.5% | $116.59 | +19.95% | 4 qtrssince 2022-Q4 | Unchanged 0 |
MIRION TECHNOLOGIES INC | 7.4M | $55.3M | 2.9% | $8.33 | -10.36% | 8 qtrssince 2021-Q4 | Unchanged 0 |
ANTHEM INC | 118,140 | $51.4M | 2.7% | $421.78 | -0.37% | 2 qtrssince 2023-Q2 | Increased 80 |
FISERV INC | 445,000 | $50.3M | 2.6% | $102.61 | +10.09% | 17 qtrssince 2019-Q3 | Unchanged 0 |
LAS VEGAS SANDS CORP | 1M | $45.8M | 2.4% | $38.85 | +11.11% | 9 qtrssince 2021-Q3 | Increased 81 |
MP MATERIALS CORP | 2.2M | $42.9M | 2.2% | $32.34 | -40.93% | 12 qtrssince 2020-Q4 | Increased 50 |
ARBOR REALTY TRUST INC | 2.4M | $36.1M | 1.9% | $7.64 | +50.57% | 19 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 700,000 | $28.8M | 1.5% | $39.30 | -4.52% | 20 qtrssince 2014-Q2 | Unchanged 0 |
COOPERMAN LEON G manages $1.9B across 54 positions as of Q3 2023. Top holdings: ET (8.8%), COOP (8.6%), APO (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 3 new positions, exited 3, increased 8, trimmed 5. Top move: LVS (INCREASED, conviction 81). Portfolio: $1.9B across 54 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer