13F Filing
COOPERMAN LEON G
Family office (formerly Omega Advisors hedge fund) led by Leon Cooperman, former Goldman Sachs partner and CEO of Goldman Sachs Asset Management, known for value-oriented stock picking focused on undervalued large-cap equities.
Filed2026.08.14
FilingCurrent Portfolio
$3.55B
Previous Portfolio
$3.05B
Change
+16.38%
Holdings
VRTVERTIV HOLDINGS CO$722.5M20.37%
RKTROCKET COS INC$331.0M9.33%
ETENERGY TRANSFER LP$254.7M7.18%
FIHLPELAGOS INSURANCE CAPITAL LTIncreased$207.3M5.84%
CMPOGPGI INCNew$180.4M5.09%
MPMP MATERIALS CORP$168.0M4.74%
APOAPOLLO GLOBAL MANAGEMENT INC$158.2M4.46%
MIRMIRION TECHNOLOGIES INC$150.3M4.24%
OMFONEMAIN HOLDINGS INCIncreased$129.9M3.66%
ASHASHLAND INCIncreased$124.9M3.52%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  VRT VERTIV HOLDINGS CO | 20.37% | — | $722.5M | 2,157,789 | 0 | Information Technology |
| 2 |  RKT ROCKET COS INC | 9.33% | — | $331.0M | 21,016,600 | 0 | Financials |
| 3 |  ET ENERGY TRANSFER LP | 7.18% | — | $254.7M | 13,320,100 | 0 | Energy |
| 4 |  FIHL PELAGOS INSURANCE CAPITAL LT | 5.84% | Increased | $207.3M | 8,511,411 | +527,063 | Financials |
| 5 |  CMPO GPGI INC | 5.09% | New | $180.4M | 11,384,508 | +11,384,508 | Industrials |
| 6 |  MP MP MATERIALS CORP | 4.74% | — | $168.0M | 3,000,000 | 0 | Materials |
| 7 |  APO APOLLO GLOBAL MANAGEMENT INC | 4.46% | — | $158.2M | 1,337,000 | 0 | Financials |
| 8 |  MIR MIRION TECHNOLOGIES INC | 4.24% | — | $150.3M | 8,383,441 | 0 | Industrials |
| 9 |  OMF ONEMAIN HOLDINGS INC | 3.66% | Increased | $129.9M | 2,130,000 | +125,000 | Financials |
| 10 |  ASH ASHLAND INC | 3.52% | Increased | $124.9M | 1,895,000 | +195,000 | Consumer Staples |
Portfolio Changes
Buy Positions
New Buy
Current 5.09%
+11,384,508Shares
Current 2.56%
+3,261,216Shares
Current 0.02%
+50,000Shares
Additional Buy
+6.60%
+527,063Shares
+6.23%
+125,000Shares
+11.47%
+195,000Shares
+22.97%
+85,000Shares
+95.45%
+639,500Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
- HORIZON SPACE ACQUISITION II
Full Exit
0Shares
Partial Exit
−1.61%
−702Shares
−86.05%
−1,394,006Shares
−56.14%
−3,228Shares
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