Leon Cooperman
Superinvestor profile · Rank #108 by reported 13F value (2026 Q2 filers) · CIK 0000898382 · All profiles
Founded 1991Boca Raton, Florida, U.S.Value-oriented long-short equity, fundamental stock analysisKey person: Leon Cooperman
Reported 13F value
$3.5B
Period 2026-06-30 · Filed 2026-08-14
Positions
39
Top 10 = 68.4% of value
Clone CAGR (full window)
+11.6%
2019-05-15 → 2026-10-02 · cumulative +125%
SPY CAGR (same window)
+16.1%
Cumulative +201%
Max drawdown (monthly)
-35%
Month-end values, approximate
Latest-quarter activity
4 new · 6 exited
7 increased · 3 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2019-05-15 → 2026-10-02, 25 filings) | +11.63% | Cumulative +125.3% vs SPY +201.2% |
| Trailing 10Y | — | |
| Trailing 5Y | +11.34% | |
| Trailing 3Y | +16.68% | |
| Trailing 1Y | +4.18% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| VRT | Vertiv Holdings Co | 20.37% | $722M |
| RKT | Rocket Cos Inc | 9.33% | $331M |
| ET | Energy Transfer Lp | 7.18% | $255M |
| PLGO | Pelagos Insurance Capital Lt | 5.84% | $207M |
| GPGI | Gpgi Inc | 5.09% | $180M |
| MP | Mp Materials Corp | 4.74% | $168M |
| APO | Apollo Global Management Inc | 4.46% | $158M |
| MIR | Mirion Technologies Inc | 4.24% | $150M |
| OMF | Onemain Holdings Inc | 3.66% | $130M |
| ASH | Ashland Inc | 3.52% | $125M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 97.9% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
| Quarter | SEC accession no. | Filed | Disclosed CUSIPs |
|---|---|---|---|
| 2026Q2 | 0000945621-26-001056 | 2026-08-14 | 39 |
| 2026Q1 | 0000945621-26-000719 | 2026-05-15 | 41 |
| 2025Q4 | 0000945621-26-000329 | 2026-02-17 | 40 |
| 2025Q3 | 0000945621-25-001130 | 2025-11-14 | 41 |
| 2025Q2 | 0000945621-25-000771 | 2025-08-14 | 40 |
| 2025Q1 | 0000945621-25-000506 | 2025-05-15 | 41 |
| 2024Q4 | 0000945621-25-000191 | 2025-02-14 | 45 |
| 2024Q3 | 0000945621-24-000945 | 2024-11-14 | 40 |
| 2024Q2 | 0000945621-24-000673 | 2024-08-14 | 52 |
| 2024Q1 | 0000945621-24-000434 | 2024-05-15 | 51 |
| 2023Q4 | 0000945621-24-000256 | 2024-02-14 | 50 |
| 2023Q3 | 0000945621-23-000579 | 2023-11-14 | 54 |
| 2023Q2 | 0000945621-23-000457 | 2023-08-30 | 54 |
| 2021Q4 | 0001567619-22-003846 | 2022-02-14 | 56 |
| 2021Q3 | 0001567619-21-020244 | 2021-11-15 | 65 |
| 2021Q2 | 0001567619-21-015661 | 2021-08-16 | 67 |
| 2021Q1 | 0001567619-21-010304 | 2021-05-17 | 55 |
| 2020Q4 | 0001567619-21-003770 | 2021-02-16 | 46 |
| 2020Q3 | 0001567619-20-019712 | 2020-11-16 | 41 |
| 2020Q2 | 0001567619-20-015244 | 2020-08-14 | 40 |
| 2020Q1 | 0001567619-20-010306 | 2020-05-15 | 43 |
| 2019Q4 | 0001567619-20-003586 | 2020-02-14 | 60 |
| 2019Q3 | 0001567619-19-021314 | 2019-11-14 | 61 |
| 2019Q2 | 0001567619-19-016679 | 2019-08-14 | 58 |
| 2019Q1 | 0001567619-19-010983 | 2019-05-15 | 55 |
Background (founded / HQ / style) source: https://www.highperformr.ai/company/omega-advisors — Leon Cooperman founded Omega Advisors in 1991 after 25 years at Goldman Sachs; the New York hedge fund converted to a family office at end of 2018. Recent company/filing summaries list headquarters in Boca Raton, FL.