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Cooperman Leon G

CIK:0000898382
Family Office
$4B AUM
40 holdings
Boca Raton, FL, US
Founded:1991
15 employees
Latest filing:Jun 30, 2025

Cooperman Leon G is the personal investment vehicle and reporting entity for Leon G. Cooperman, a prominent investor and philanthropist. The headquarters is located in Boca Raton, Florida. Cooperman is widely recognized for his role as the founder of Omega Advisors, a hedge fund and investment management firm originally established in New York. The entity represents his private investment and reporting interests; Omega Advisors itself reportedly had between 30 and 50 employees at its peak before returning outside capital and becoming a family office structure.

Investment Strategy

Cooperman’s investment strategy focuses primarily on value investing and fundamental analysis of publicly traded equities, seeking long-term capital appreciation. Historically, Omega Advisors under Leon Cooperman invested across a wide array of sectors with an emphasis on in-depth research, contrarian positions, and a willingness to take activist roles in select companies. The approach is opportunistic, driven by macroeconomic perspectives and bottom-up stock picking, typically emphasizing US-listed securities.

Top Buys
V
VRTVERTIV HOLDINGS CO
+$121.3M
C
COOPMR COOPER GROUP INC
+$84.7M
A
AESIATLAS ENERGY SOLUTIONS INC
+$69.0M
S
SUNSUNOCO LP
+$62.2M
M
MIRMIRION TECHNOLOGIES INC
+$51.5M
Top Sells
G
GOOGLALPHABET INC
-$87.3M
L
LVSLAS VEGAS SANDS CORP
-$57.9M
M
MSFTMICROSOFT CORP
-$39.7M
F
FIFISERV INC
-$16.7M
A
ASHASHLAND INC
-$15.0M

Top Holdings

C
COOPMR COOPER GROUP INC
+15.0%$426.8M
V
VRTVERTIV HOLDINGS CO
+9.7%$277.1M
E
ETENERGY TRANSFER LP
+8.3%$237.4M
A
APOAPOLLO GLOBAL MANAGEMENT INC
+6.7%$189.7M
M
MIRMIRION TECHNOLOGIES INC
+5.4%$153.4M

Equity Positions (40)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
C
COOP
MR COOPER GROUP INC15.00%$426.8M2,860,600$12.05$149.21+$84.7M
V
VRT
VERTIV HOLDINGS CO9.74%$277.1M2,157,789$17.90$128.41+$121.3M
E
ET
ENERGY TRANSFER LP8.34%$237.4M13,095,000$12.48$18.13-$4.3M
A
APO
APOLLO GLOBAL MANAGEMENT INC6.67%$189.7M1,337,000$61.99$141.87-$255.6K
M
MIR
MIRION TECHNOLOGIES INC5.39%$153.4M7,125,000$8.67$21.53+$51.5M

Industry Allocation

FINANCE SERVICES
+15.0%
ELECTRONIC COMPONENTS, NEC
+9.7%
NATURAL GAS TRANSMISSION
+9.7%
INVESTMENT ADVICE
+6.7%
HOSPITAL & MEDICAL SERVICE PLANS
+6.3%