Leon Cooperman (Omega Family Office)
Leon CoopermanBOCA RATON, FLfiles as COOPERMAN LEON G
$3.5bn in 39 US stocks at the end of 30 June 2026. The top 10 are 68.4% of the money. It changed about 16.0% of the portfolio this quarter.
Value
$3.5bn
Stocks
39
Top 10 share
68.4%
Turnover
16.0%
What changed this quarter
New
Bought for the first time this quarter.
- GpgiGPGI5.1% of the fund
- WhiteHawk MineralsWHK2.6% of the fund
- AmrizeAMRZ1.3% of the fund
- Kazia TherapeuticsKZIA<0.1% of the fund
Added
Bought more of a stock they already held.
- Pelagos Insurance CapitalPLGO5.8% of the fund+7%
- OneMain HoldingsOMF3.7% of the fund+6%
- AshlandASH3.5% of the fund+11%
- Capital One FinancialCOF2.6% of the fund+23%
- GE HealthCare TechnologiesGEHC2.4% of the fund+95%
- DiaMedica TherapeuticsDMAC0.7% of the fund+71%
- Arbor Realty TrustABR0.3% of the fund+7%
Cut
Sold some of their stake.
- Sunoco Lp/sunoco FINSUN0.4% of the fund-86%
- Franklin Templeton ETF TRFLCA<0.1% of the fund-56%
Sold out
Sold their entire stake.
- Elevance HealthELV-100%
- SunoptaSTKL-100%
- Atlas Energy SolutionsAESI-100%
- AmrizeAMRZ-100%
- AlphabetGOOGL-100%
- Horizon Space Acquisition II-100%
Holdings
- Energy Transfer L PET
- Share
- 7.2%
- Value
- $255m
- Shares
- 13,320,100
Held
- WhiteHawk MineralsWHK
- Share
- 2.6%
- Value
- $91m
- Shares
- 3,261,216
New
- SeaSE
- Share
- 0.9%
- Value
- $31m
- Shares
- 326,058
Held
- Vanguard Index FDSVOO
- Share
- 0.8%
- Value
- $29m
- Shares
- 42,891
Held
- Sunoco Lp/sunoco FINSUN
- Share
- 0.4%
- Value
- $15m
- Shares
- 225,994
-86%
- Ishares TREFA
- Share
- 0.2%
- Value
- $6m
- Shares
- 57,453
Held
- Ishares TRIEUR
- Share
- <0.1%
- Value
- $3m
- Shares
- 38,388
Held
- Vanguard Intl Equity Index FVGK
- Share
- <0.1%
- Value
- $2m
- Shares
- 24,693
Held
- IsharesEWJ
- Share
- <0.1%
- Value
- $2m
- Shares
- 20,315
Held
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $1m
- Shares
- 25,028
Held
- IsharesEWC
- Share
- <0.1%
- Value
- $722,287
- Shares
- 12,531
Held
- Kazia TherapeuticsKZIA
- Share
- <0.1%
- Value
- $704,000
- Shares
- 50,000
New
- Vanguard MUN BD FDSVTEB
- Share
- <0.1%
- Value
- $651,268
- Shares
- 12,876
Held
- IsharesEPP
- Share
- <0.1%
- Value
- $405,309
- Shares
- 7,610
Held
- Franklin Templeton ETF TRFLCA
- Share
- <0.1%
- Value
- $129,807
- Shares
- 2,522
-56%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vertiv HoldingsVRT | 20.4% | $722m | 2,157,789 | Held |
| Rocket CompaniesRKT | 9.3% | $331m | 21,016,600 | Held |
| Energy Transfer L PET | 7.2% | $255m | 13,320,100 | Held |
| Pelagos Insurance CapitalPLGO | 5.8% | $207m | 8,511,411 | +7% |
| GpgiGPGI | 5.1% | $180m | 11,384,508 | New |
| MP MaterialsMP | 4.7% | $168m | 3,000,000 | Held |
| Apollo Global ManagementAPO | 4.5% | $158m | 1,337,000 | Held |
| Mirion TechnologiesMIR | 4.2% | $150m | 8,383,441 | Held |
| OneMain HoldingsOMF | 3.7% | $130m | 2,130,000 | +6% |
| AshlandASH | 3.5% | $125m | 1,895,000 | +11% |
| WillScot HoldingsWSC | 3.3% | $116m | 4,031,016 | Held |
| Lithia MotorsLAD | 2.8% | $99m | 340,000 | Held |
| Capital One FinancialCOF | 2.6% | $91m | 455,000 | +23% |
| WhiteHawk MineralsWHK | 2.6% | $91m | 3,261,216 | New |
| Cigna GroupCI | 2.5% | $90m | 325,000 | Held |
| GE HealthCare TechnologiesGEHC | 2.4% | $84m | 1,309,500 | +95% |
| KBRKBR | 2.1% | $73m | 2,125,000 | Held |
| Manchester UnitedMANU | 1.9% | $67m | 2,932,076 | Held |
| Motorola SolutionsMSI | 1.6% | $56m | 135,000 | Held |
| USA TodayTDAY | 1.5% | $54m | 6,271,961 | Held |
| Enterprise Products Partners L.P.EPD | 1.4% | $50m | 1,373,755 | Held |
| AmrizeAMRZ | 1.3% | $47m | 880,000 | New |
| Amazon.comAMZN | 1.1% | $40m | 169,500 | Held |
| Finance of America CompaniesFOA | 1.0% | $35m | 1,286,068 | Held |
| SeaSE | 0.9% | $31m | 326,058 | Held |
| Vanguard Index FDSVOO | 0.8% | $29m | 42,891 | Held |
| DiaMedica TherapeuticsDMAC | 0.7% | $24m | 3,450,000 | +71% |
| Sunoco Lp/sunoco FINSUN | 0.4% | $15m | 225,994 | -86% |
| Arbor Realty TrustABR | 0.3% | $9m | 1,664,739 | +7% |
| Ishares TREFA | 0.2% | $6m | 57,453 | Held |
| Ishares TRIEUR | <0.1% | $3m | 38,388 | Held |
| Vanguard Intl Equity Index FVGK | <0.1% | $2m | 24,693 | Held |
| IsharesEWJ | <0.1% | $2m | 20,315 | Held |
| Vanguard Scottsdale FDSVGIT | <0.1% | $1m | 25,028 | Held |
| IsharesEWC | <0.1% | $722,287 | 12,531 | Held |
| Kazia TherapeuticsKZIA | <0.1% | $704,000 | 50,000 | New |
| Vanguard MUN BD FDSVTEB | <0.1% | $651,268 | 12,876 | Held |
| IsharesEPP | <0.1% | $405,309 | 7,610 | Held |
| Franklin Templeton ETF TRFLCA | <0.1% | $129,807 | 2,522 | -56% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.7% since 30 June 2025.
Where the money is
Financial services32.0%
Industrials26.7%
Materials9.6%
Retail & consumer5.8%
Health care5.6%
Technology4.9%
Energy2.6%
Media & telecom1.5%
Utilities1.4%
Real estate0.3%
Other9.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.