CLCOOPERMAN LEON G
Institutional investor · Portfolio as of Q4 2023
Top Holdings50 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MR COOPER GROUP INC | 3.1M | $198.9M | 9.5% | — | — | 20 qtrssince 2019-Q1 | Unchanged 0 |
ENERGY TRANSFER EQUITY LP | 12.1M | $166.4M | 7.9% | $7.55 | +48.54% | 20 qtrssince 2019-Q1 | Increased 61 |
APOLLO GLOBAL MANAGEMENT INC | 1.6M | $151.4M | 7.2% | $58.67 | +54.32% | 8 qtrssince 2022-Q1 | Unchanged 0 |
LITHIA MTRS INC | 416,085 | $137M | 6.5% | $249.07 | +29.56% | 11 qtrssince 2021-Q2 | Increased 60 |
WILLSCOT HOLDINGS CORP | 3M | $132.9M | 6.3% | $33.15 | +32.74% | 13 qtrssince 2020-Q4 | Increased 65 |
VERTIV HOLDINGS CO-A | 2.4M | $112.9M | 5.4% | $16.34 | +193.17% | 14 qtrssince 2020-Q3 | Decreased 0 |
DEVON ENERGY CORP | 2.2M | $99.7M | 4.7% | $17.19 | +147.70% | 12 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 245,705 | $92.4M | 4.4% | $110.82 | +234.34% | 20 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 650,000 | $90.8M | 4.3% | $95.25 | +45.55% | 14 qtrssince 2020-Q3 | Unchanged 0 |
REGAL BELOIT CORP | 600,000 | $88.8M | 4.2% | $123.05 | +18.02% | 5 qtrssince 2022-Q4 | Increased 70 |
THE CIGNA GROUP | 270,655 | $81M | 3.9% | $149.43 | +93.19% | 20 qtrssince 2019-Q1 | Unchanged 0 |
ASHLAND INC | 960,065 | $80.9M | 3.9% | $72.62 | +10.68% | 20 qtrssince 2019-Q1 | Unchanged 0 |
MIRION TECHNOLOGIES INC | 7.5M | $77M | 3.7% | $8.36 | +22.57% | 9 qtrssince 2021-Q4 | Increased 56 |
FISERV INC | 480,000 | $63.8M | 3.0% | $104.81 | +26.74% | 18 qtrssince 2019-Q3 | Increased 60 |
ANTHEM INC | 130,000 | $61.3M | 2.9% | $424.94 | +7.42% | 3 qtrssince 2023-Q2 | Increased 57 |
LAS VEGAS SANDS CORP | 1.2M | $60M | 2.9% | $40.23 | +15.65% | 10 qtrssince 2021-Q3 | Increased 62 |
MP MATERIALS CORP | 2.4M | $47.5M | 2.3% | $31.56 | -37.11% | 13 qtrssince 2020-Q4 | Increased 55 |
PIONEER NATURAL RESOURCE | 200,000 | $45M | 2.1% | — | — | 12 qtrssince 2021-Q1 | Decreased 0 |
ARBOR REALTY TRUST INC | 2.4M | $36.1M | 1.7% | $7.64 | +55.28% | 20 qtrssince 2019-Q1 | Unchanged 0 |
DT MIDSTREAM INC | 600,000 | $32.9M | 1.6% | $47.07 | +8.41% | 3 qtrssince 2023-Q2 | Increased 52 |
COOPERMAN LEON G manages $2.1B across 50 positions as of Q4 2023. Top holdings: COOP (9.5%), ET (7.9%), APO (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 1 new position, exited 5, increased 19, trimmed 6. Top move: RRX (INCREASED, conviction 70). Portfolio: $2.1B across 50 positions.
Top holdings by portfolio weight
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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