COOPERMAN LEON G 13F Holdings

CIK 0000898382 · BOCA RATON, FL

As of Sep 30, 2025, COOPERMAN LEON G reported 41 positions worth $3.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MR COOPER GROUP INCCOOPFinancial Services2,860,600$603.0M18.82%
VERTIV HOLDINGS COVRTIndustrials2,157,789$325.5M10.16%
ENERGY TRANSFER LPETEnergy13,095,000$224.7M7.02%
MP MATERIALS CORPMPBasic Materials3,000,000$201.2M6.28%
MIRION TECHNOLOGIES INCMIRIndustrials8,383,441 95.0M6.09%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services1,337,000 78.2M5.56%
FIDELIS INSURANCE HOLDINGS LTDFIHLFinancial Services6,662,469 20.9M3.78%
ELEVANCE HEALTH INCELVHealthcare340,900 10.2M3.44%
REGAL REXNORD CORPRRXIndustrials735,766 05.5M3.29%
LITHIA MOTORS INCLADConsumer Cyclical317,602 00.4M3.13%
CIGNA GROUPCIHealthcare325,000$93.7M2.92%
WILLSCOT HOLDINGS CORPWSCIndustrials4,031,016$85.1M2.66%
KBR INCKBRIndustrials1,750,000$82.8M2.58%
ASHLAND INCASHBasic Materials1,700,000$81.4M2.54%
SUNOCO LPSUNEnergy1,620,000$81.0M2.53%
MOTOROLA SOLUTIONS INCMSITechnology135,000$61.7M1.93%
ATLAS ENERGY SOLUTIONS INCAESIEnergy5,366,363$61.0M1.90%
SEA LTDSEConsumer Cyclical326,058$58.3M1.82%
ONEMAIN HOLDINGS INCOMFFinancial Services839,000$47.4M1.48%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare600,000$45.1M1.41%
MANCHESTER UNITED PLCMANUCommunication Services2,857,877$43.3M1.35%
AMRIZE LTDAMRZBasic Materials880,000$42.7M1.33%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy1,323,635$41.4M1.29%
SUNOPTA INCSTKLConsumer Defensive6,667,109$39.1M1.22%
FINANCE OF AMERICA COMPANIES INCFOAFinancial Services1,286,040$28.8M0.90%