Lee Cooperman – Cooperman Leon G

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
37
Portfolio value:
$3,048,030,000
Filed:
May 15, 2026
Style:
Value Investing
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 264 new4 added2 reduced3 exited
≡RRX – REGAL REXNORD CORPSell−690,000−3.21
≡COF – CAPITAL ONE FINANCIAL CORPBuy370,0002.21
≡OMF – ONEMAIN HOLDINGS INCAdd 186.00%1,305,0001.95
≡ELV – ELEVANCE HEALTH INCReduce 33.00%−113,000−1.78
≡AMRZ – AMRIZE LTDBuy880,0001.62
≡AMRZ – AMRIZE LTDSell−880,000−1.58
≡AMZN – AMAZON.COM INCBuy169,5001.16
≡OXY – OCCIDENTAL PETROLEUM CORPSell−700,000−0.96
≡LAD – LITHIA MOTORS INCAdd 7.00%22,398−0.72
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 13.00%942,5970.43
≡AESI – ATLAS ENERGY SOLUTIONS INCReduce 19.00%−970,2990.18
≡ETHB – ISHARES INCAdd 42.00%6,0100.02
≡HSPT – HORIZON SPACE ACQUISITION IIBuy1,1000.00
Q4 2025filed Feb 17, 261 new5 added5 reduced2 exited
≡COO – MR COOPER GROUP INCSell−2,860,600−18.82
≡RKT – ROCKET COS INCBuy21,016,60013.50
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 6.00%379,2820.80
≡OXY – OCCIDENTAL PETROLEUM CORPAdd 107.00%362,5000.46
≡GEHC – GE HEALTHCARE TECHNOLOGYAdd 12.00%70,0000.42
≡AESI – ATLAS ENERGY SOLUTIONS INCReduce 6.00%−312,889−0.33
≡KBR – KBR INCAdd 21.00%375,0000.25
≡ABR – ARBOR REALTY TRUST INCReduce 8.00%−140,000−0.25
≡AVBP – ARRIVENT BIOPHARMA INCSell−421,278−0.24
≡OMF – ONEMAIN HOLDINGS INCReduce 17.00%−139,0000.09
≡RRX – REGAL REXNORD CORPReduce 6.00%−45,766−0.08
≡STKL – SUNOPTA INCAdd 36.00%2,386,191−0.08
≡DMAC – DIAMEDICA THERAPEUTICS INCReduce 38.00%−1,249,761−0.02
Q3 2025filed Nov 14, 252 new7 added3 reduced1 exited
≡MP – MP MATERIALS CORPReduce 7.00%−240,0002.49
≡FISV – FISERV INCSell−390,000−2.36
≡AMRZ – AMRIZE LTDBuy880,0001.33
≡OMF – ONEMAIN HOLDINGS INCReduce 26.00%−300,000−0.80
≡MIR – MIRION TECHNOLOGIES INCAdd 18.00%1,258,4410.70
≡OXY – OCCIDENTAL PETROLEUM CORPBuy337,5000.50
≡CI – THE CIGNA GROUPAdd 53.00%113,0000.46
≡ELV – ELEVANCE HEALTH INCAdd 21.00%60,000−0.40
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 15.00%856,4130.39
≡GEHC – GE HEALTHCARE TECHNOLOGYAdd 50.00%200,0000.37
≡DMAC – DIAMEDICA THERAPEUTICS INCAdd 98.00%1,619,7610.32
≡SUN – SUNOCO LPAdd 10.00%150,000−0.24
≡ABR – ARBOR REALTY TRUST INCReduce 6.00%−100,000−0.03
Q2 2025filed Aug 14, 2540 new
≡COO – MR COOPER GROUP INCBuy2,860,60015.00
≡VRT – VERTIV HOLDINGS COBuy2,157,7899.74
≡ET – ENERGY TRANSFER LPBuy13,095,0008.34
≡APO – APOLLO GLOBAL MANAGEMENT INCBuy1,337,0006.67
≡MIR – MIRION TECHNOLOGIES INCBuy7,125,0005.39
≡WSC – WILLSCOT HOLDINGS CORPBuy4,031,0163.88
≡ELV – ELEVANCE HEALTH INCBuy280,9003.84
≡MP – MP MATERIALS CORPBuy3,240,0003.79
≡LAD – LITHIA MOTORS INCBuy317,6023.77
≡RRX – REGAL REXNORD CORPBuy735,7663.75
≡FIHL – FIDELIS INSURANCE HOLDINGS LBuy5,806,0563.38
≡ASH – ASHLAND INCBuy1,700,0003.00
≡KBR – KBR INCBuy1,750,0002.95
≡SUN – SUNOCO LPBuy1,470,0002.77
≡CI – THE CIGNA GROUPBuy212,0002.46
≡AESI – ATLAS ENERGY SOLUTIONS INCBuy5,162,0952.43
≡FISV – FISERV INCBuy390,0002.36
≡OMF – ONEMAIN HOLDINGS INCBuy1,139,0002.28
≡MSI – MOTOROLA SOLUTIONS INCBuy135,0002.00
≡SE – SEA LTDBuy326,0581.83
≡MANU – MANCHESTER UNITED PLCBuy2,839,7371.78
≡EPD – ENTERPRISE PRODUCTS PARTNERSBuy1,267,6351.38
≡STKL – SUNOPTA INCBuy6,507,0511.33
≡FOA – FINANCE OF AMERICA COS INCBuy1,275,4121.05
≡GEHC – GE HEALTHCARE TECHNOLOGYBuy400,0001.04
≡VOO – VANGUARD INDEX FDSBuy43,5930.87
≡GCI – GANNETT CO INCBuy5,844,0580.74
≡ABR – ARBOR REALTY TRUST INCBuy1,800,0000.68
≡GOOGL – ALPHABET INCBuy75,0000.46
≡AVBP – ARRIVENT BIOPHARMA INCBuy421,2780.32
≡DMAC – DIAMEDICA THERAPEUTICS INCBuy1,650,0000.23
≡IAU – ISHARES TRBuy57,4530.18
≡IAU – ISHARES TRBuy38,3880.09
≡VWO – VANGUARD INTL EQUITY INDEX FBuy24,6930.07
≡VGSH – VANGUARD SCOTTSDALE FDSBuy25,0280.05
≡IAU – ISHARES INCBuy14,3050.04
≡VTEB – VANGUARD MUN BD FDSBuy12,8760.02
≡IAU – ISHARES INCBuy12,5310.02
≡IAU – ISHARES INCBuy7,6100.01
≡EZBC – FRANKLIN TEMPLETON ETF TRBuy5,7500.01
Q1 2025filed May 15, 2541 exited
≡COO – MR COOPER GROUP INCSell−2,860,600−13.58
≡ET – ENERGY TRANSFER LPSell−13,000,000−9.59
≡APO – APOLLO GLOBAL MANAGEMENT INCSell−1,387,000−7.54
≡VRT – VERTIV HOLDINGS CO-ASell−2,157,789−6.19
≡ELV – ELEVANCE HEALTH INCSell−278,400−4.81
≡WSC – WILLSCOT HOLDINGS CORPSell−4,031,016−4.45
≡MIR – MIRION TECHNOLOGIES INCSell−7,025,000−4.04
≡GOOGL – ALPHABET INCSell−650,000−3.99
≡ASH – ASHLAND INCSell−1,694,151−3.99
≡LAD – LITHIA MOTORS INCSell−317,602−3.70
≡MP – MP MATERIALS CORPSell−3,600,000−3.49
≡FISV – FISERV INCSell−380,000−3.33
≡KBR – KBR INCSell−1,680,000−3.32
≡RRX – REGAL REXNORD CORPSell−725,766−3.28
≡CI – THE CIGNA GROUPSell−240,655−3.14
≡FIHL – FIDELIS INSURANCE HOLDINGS LSell−4,799,778−3.09
≡LVS – LAS VEGAS SANDS CORPSell−1,500,000−2.30
≡MSI – MOTOROLA SOLUTIONS INCSell−110,000−1.91
≡OMF – ONEMAIN HOLDINGS INCSell−889,000−1.73
≡SE – SEA LTDSell−326,058−1.69
≡EPD – ENTERPRISE PRODUCTS PARTNERSSell−1,191,535−1.62
≡MSFT – MICROSOFT CORPSell−105,705−1.58
≡MANU – MANCHESTER UNITED PLCSell−2,839,737−1.48
≡STKL – SUNOPTA INCSell−6,097,331−1.18
≡FOA – FINANCE OF AMERICA COS INCSell−1,202,187−1.01
≡ABR – ARBOR REALTY TRUST INCSell−2,000,000−0.93
≡VOO – VANGUARD INDEX FDSSell−43,593−0.89
≡SUN – SUNOCO LPSell−285,000−0.66
≡GCI – GANNETT CO INCSell−5,097,200−0.58
≡DMAC – DIAMEDICA THERAPEUTICS INCSell−1,625,000−0.24
≡IAU – ISHARES TRSell−57,453−0.19
≡MSGS – MADISON SQUARE GARDEN SPORTSSell−20,000−0.15
≡IAU – ISHARES TRSell−38,388−0.09
≡VWO – VANGUARD INTL EQUITY INDEX FSell−24,693−0.07
≡VGSH – VANGUARD SCOTTSDALE FDSSell−25,028−0.06
≡IAU – ISHARES INCSell−14,305−0.04
≡VTEB – VANGUARD MUN BD FDSSell−12,876−0.03
≡IAU – ISHARES INCSell−12,531−0.02
≡IAU – ISHARES TRSell−7,610−0.01
≡EZBC – FRANKLIN TEMPLETON ETF TRSell−5,750−0.01
≡BBDC – BARINGS BDC INCSell−2,643−0.00
Q1 2025filed May 15, 251 new10 added1 reduced5 exited
≡ADT – ADT INCSell−4,300,000−1.12
≡OMF – ONEMAIN HOLDINGS INCAdd 188.00%580,0001.12
≡SUN – SUNOCO LPBuy285,0000.66
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 28.00%1,036,0190.50
≡STKL – SUNOPTA INCAdd 9.00%507,990−0.45
≡ABR – ARBOR REALTY TRUST INCReduce 17.00%−421,194−0.34
≡GCI – GANNETT CO INCAdd 6.00%289,867−0.34
≡MANU – MANCHESTER UNITED PLCAdd 9.00%238,032−0.23
≡MSI – MOTOROLA SOLUTIONS INCAdd 10.00%10,0000.16
≡RRX – REGAL REXNORD CORPAdd 36.00%190,3650.14
≡FOA – FINANCE OF AMERICA COS INCAdd 11.00%120,692−0.14
≡KBR – KBR INCAdd 15.00%218,5980.12
≡EFC – ELLINGTON FINANCIAL INCSell−150,000−0.07
≡CCAP – CRESCENT CAPITAL BDC INCSell−89,917−0.07
≡ASH – ASHLAND INCAdd 17.00%240,6860.06
≡OBDC – BLUE OWL CAPITAL CORPSell−12,000−0.01
≡AES – AES CORPSell−900−0.00
Q4 2024filed Feb 14, 2545 new
≡COO – MR COOPER GROUP INCBuy2,860,60010.39
≡ET – ENERGY TRANSFER LPBuy12,660,0009.39
≡VRT – VERTIV HOLDINGS COBuy2,100,0009.03
≡APO – APOLLO GLOBAL MANAGEMENT INCBuy1,387,0008.67
≡WSC – WILLSCOT HOLDINGS CORPBuy4,031,0165.10
≡GOOGL – ALPHABET INCBuy650,0004.66
≡MIR – MIRION TECHNOLOGIES INCBuy7,025,0004.64
≡LAD – LITHIA MOTORS INCBuy317,6024.30
≡ASH – ASHLAND INCBuy1,453,4653.93
≡ELV – ELEVANCE HEALTH INCBuy278,4003.89
≡KBR – KBR INCBuy1,461,4023.20
≡RRX – REGAL REXNORD CORPBuy535,4013.14
≡FISV – FISERV INCBuy380,0002.95
≡LVS – LAS VEGAS SANDS CORPBuy1,500,0002.92
≡FIHL – FIDELIS INSURANCE HOLDINGS LBuy3,763,7592.58
≡CI – THE CIGNA GROUPBuy240,6552.52
≡MP – MP MATERIALS CORPBuy3,600,0002.13
≡MSI – MOTOROLA SOLUTIONS INCBuy100,0001.75
≡MANU – MANCHESTER UNITED PLCBuy2,601,7051.71
≡MSFT – MICROSOFT CORPBuy105,7051.69
≡STKL – SUNOPTA INCBuy5,589,3411.63
≡EPD – ENTERPRISE PRODUCTS PARTNERSBuy1,191,5351.41
≡SE – SEA LTDBuy326,0581.31
≡ABR – ARBOR REALTY TRUST INCBuy2,421,1941.27
≡FOA – FINANCE OF AMERICA COS INCBuy1,081,4951.15
≡ADT – ADT INCBuy4,300,0001.12
≡GCI – GANNETT CO INCBuy4,807,3330.92
≡VOO – VANGUARD INDEX FDSBuy43,5930.89
≡OMF – ONEMAIN HOLDINGS INCBuy309,0000.61
≡DMAC – DIAMEDICA THERAPEUTICS INCBuy1,625,0000.33
≡MSGS – MADISON SQUARE GARDEN SPORTSBuy20,0000.17
≡IAU – ISHARES TRBuy57,4530.16
≡IAU – ISHARES TRBuy38,3880.08
≡EFC – ELLINGTON FINANCIAL INCBuy150,0000.07
≡CCAP – CRESCENT CAPITAL BDC INCBuy89,9170.07
≡VWO – VANGUARD INTL EQUITY INDEX FBuy24,6930.06
≡VGSH – VANGUARD SCOTTSDALE FDSBuy25,0280.05
≡IAU – ISHARES INCBuy14,3050.04
≡VTEB – VANGUARD MUN BD FDSBuy12,8760.02
≡IAU – ISHARES INCBuy12,5310.02
≡IAU – ISHARES INCBuy7,6100.01
≡EZBC – FRANKLIN TEMPLETON ETF TRBuy5,7500.01
≡OBDC – BLUE OWL CAPITAL CORPBuy12,0000.01
≡BBDC – BARINGS BDC INCBuy2,6430.00
≡AES – AES CORPBuy9000.00
Q4 2024filed Feb 14, 2540 exited
≡COO – MR COOPER GROUP INCSell−2,860,600−11.20
≡VRT – VERTIV HOLDINGS COSell−2,100,000−8.87
≡ET – ENERGY TRANSFER LPSell−12,660,000−8.63
≡APO – APOLLO GLOBAL MANAGEMENT INCSell−1,387,000−7.36
≡WSC – WILLSCOT HOLDINGS CORPSell−3,649,500−5.83
≡LAD – LITHIA MOTORS INCSell−416,085−5.61
≡RRX – REGAL REXNORD CORPSell−700,000−4.93
≡GOOGL – ALPHABET INCSell−650,000−4.58
≡ASH – ASHLAND INCSell−1,090,000−4.03
≡ELV – ELEVANCE HEALTH INCSell−171,000−3.78
≡MIR – MIRION TECHNOLOGIES INCSell−8,025,000−3.77
≡FISV – FISERV INCSell−480,000−3.66
≡CI – THE CIGNA GROUPSell−240,655−3.54
≡FIHL – FIDELIS INSURANCE HOLDINGS LSell−3,502,066−2.69
≡MP – MP MATERIALS CORPSell−3,465,000−2.60
≡ADT – ADT INCSell−6,380,196−1.96
≡MSFT – MICROSOFT CORPSell−105,705−1.93
≡MSI – MOTOROLA SOLUTIONS INCSell−100,000−1.91
≡MANU – MANCHESTER UNITED PLCSell−2,522,312−1.73
≡ABR – ARBOR REALTY TRUST INCSell−2,461,194−1.63
≡STKL – SUNOPTA INCSell−5,486,961−1.49
≡EPD – ENTERPRISE PRODUCTS PARTNERSSell−1,191,535−1.47
≡DTM – DT MIDSTREAM INCSell−440,000−1.47
≡SE – SEA LTDSell−326,058−1.31
≡GCI – GANNETT CO INCSell−4,683,331−1.12
≡VOO – VANGUARD INDEX FDSSell−43,593−0.98
≡OMF – ONEMAIN HOLDINGS INCSell−309,315−0.62
≡FOA – FINANCE OF AMERICA COS INCSell−1,050,015−0.52
≡DMAC – DIAMEDICA THERAPEUTICS INCSell−1,511,739−0.27
≡MSGS – MADISON SQUARE GARDEN SPORTSSell−20,000−0.18
≡EFC – ELLINGTON FINANCIAL INCSell−150,000−0.08
≡VWO – VANGUARD INTL EQUITY INDEX FSell−24,693−0.07
≡CCAP – CRESCENT CAPITAL BDC INCSell−89,917−0.07
≡VGSH – VANGUARD SCOTTSDALE FDSSell−18,412−0.05
≡VTEB – VANGUARD MUN BD FDSSell−12,876−0.03
≡VISN – COMMSCOPE HOLDING CO INCSell−71,210−0.02
≡EZBC – FRANKLIN TEMPLETON ETF TRSell−5,750−0.01
≡OBDC – BLUE OWL CAPITAL CORPSell−12,000−0.01
≡BBDC – BARINGS BDC INCSell−2,643−0.00
≡AES – AES CORPSell−900−0.00
Q3 2024filed Nov 14, 241 new9 added5 reduced13 exited
≡DVN – DEVON ENERGY CORPSell−2,200,000−4.40
≡LVS – LAS VEGAS SANDS CORPSell−1,500,000−2.80
≡KBR – KBR INCSell−800,000−2.17
≡ELV – ELEVANCE HEALTH INCAdd 32.00%41,0000.80
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 27.00%754,5430.80
≡SE – SEA LTDAdd 36.00%86,0580.58
≡FOA – FINANCE OF AMERICA COS INCBuy1,050,0150.52
≡OMF – ONEMAIN HOLDINGS INCAdd 412.00%248,8480.49
≡0VVB – PARAMOUNT GLOBALSell−1,025,000−0.45
≡DTM – DT MIDSTREAM INCReduce 31.00%−194,770−0.43
≡EPD – ENTERPRISE PRODUCTS PARTNERSAdd 30.00%275,0000.35
≡GCI – GANNETT CO INCAdd 17.00%687,3170.34
≡MANU – MANCHESTER UNITED PLCAdd 21.00%441,9430.32
≡APO – APOLLO GLOBAL MANAGEMENT INCReduce 9.00%−138,000−0.24
≡CI – THE CIGNA GROUPReduce 11.00%−30,000−0.23
≡IAU – ISHARES TRSell−60,937−0.20
≡FOA – FINANCE OF AMERICA COS INCSell−6,645,798−0.14
≡ASH – ASHLAND INCAdd 11.00%107,9530.11
≡DMAC – DIAMEDICA THERAPEUTICS INCAdd 8.00%111,7390.09
≡IAU – ISHARES TRSell−38,388−0.09
≡PHX MINERALS INCSell−312,208−0.04
≡IAU – ISHARES INCSell−14,305−0.04
≡ETHB – ISHARES INCSell−3,329−0.02
≡IAU – ISHARES INCSell−12,531−0.02
≡VGSH – VANGUARD SCOTTSDALE FDSReduce 26.00%−6,617−0.01
≡IAU – ISHARES INCSell−7,610−0.01
≡PNSTQ – PINSTRIPES HOLDINGS INCSell−68,824−0.01
≡VISN – COMMSCOPE HOLDING CO INCReduce 73.00%−194,5000.00
Q2 2024filed Aug 14, 242 new12 added4 reduced1 exited
≡MSFT – MICROSOFT CORPReduce 57.00%−140,000−2.31
≡C – CITIGROUP INCSell−300,000−0.79
≡KBR – KBR INCAdd 45.00%250,0000.71
≡RRX – REGAL REXNORD CORPAdd 17.00%100,000−0.51
≡0VVB – PARAMOUNT GLOBALBuy1,025,0000.45
≡MP – MP MATERIALS CORPAdd 43.00%1,025,0000.41
≡MANU – MANCHESTER UNITED PLCAdd 9.00%167,8740.30
≡FIHL – FIDELIS INSURANCE HOLDINGS LAdd 37.00%735,0000.26
≡STKL – SUNOPTA INCAdd 6.00%294,665−0.22
≡CCAP – CRESCENT CAPITAL BDC INCReduce 78.00%−310,460−0.22
≡COO – MR COOPER GROUP INCReduce 6.00%−193,400−0.11
≡DMAC – DIAMEDICA THERAPEUTICS INCAdd 58.00%516,3770.07
≡MIR – MIRION TECHNOLOGIES INCAdd 6.00%486,6000.07
≡WSC – WILLSCOT MOBILE MINI HOLDINGAdd 21.00%620,000−0.06
≡FOA – FINANCE OF AMERICA COS INCAdd 11.00%645,798−0.05
≡PHX MINERALS INCAdd 3388.00%303,2580.04
≡LVS – LAS VEGAS SANDS CORPAdd 15.00%190,000−0.02
≡APO – APOLLO GLOBAL MANAGEMENT INCReduce 6.00%−100,000−0.02
≡PNSTQ – PINSTRIPES HOLDINGS INCBuy68,8240.01
Q1 2024filed May 15, 243 new6 added2 reduced2 exited
≡PIONEER NATURAL RESOURCES COSell−200,000−2.14
≡VRT – VERTIV HOLDINGS COReduce 11.00%−250,0001.77
≡KBR – KBR INCBuy550,0001.46
≡ADT – ADT INCAdd 98.00%3,050,0000.72
≡SE – SEA LTDBuy240,0000.54
≡MANU – MANCHESTER UNITED PLCAdd 23.00%354,397−0.40
≡EFC – ELLINGTON FINANCIAL INCReduce 45.00%−125,000−0.09
≡DTM – DT MIDSTREAM INCAdd 6.00%34,7700.05
≡VGSH – VANGUARD SCOTTSDALE FDSAdd 337.00%19,3040.04
≡LVS – LAS VEGAS SANDS CORPAdd 7.00%90,000−0.04
≡SCHO – SCHWAB STRATEGIC TRSell−13,864−0.03
≡VWO – VANGUARD INTL EQUITY INDEX FAdd 22.00%4,5310.01
≡PHX MINERALS INCBuy8,9500.00