---
title: Leon Cooperman (Cooperman Leon G) — 13F holdings
canonical: https://sweetvaluelab.com/investors/leon-cooperman
cik: 0000898382
quarter: 2026-06-30
filed: 2026-08-14
---
# Leon Cooperman — Cooperman Leon G

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 39 positions worth $3.5B. Against the quarter ended Mar 31, 2026: 4 bought, 7 added to, 25 unchanged, 3 reduced, 6 sold. The top five are 48% of the portfolio, the top ten 68%; 7 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| VRT | VERTIV HOLDINGS CO | 2,157,789 | $722.5M | 20.4% | held (0%) |
| RKT | ROCKET COS INC | 21,016,600 | $331.0M | 9.3% | held (0%) |
| ET | ENERGY TRANSFER LP | 13,320,100 | $254.7M | 7.2% | held (0%) |
| PLGO | PELAGOS INSURANCE CAPITAL LT | 8,511,411 | $207.3M | 5.8% | added (+7%) |
| GPGI | GPGI INC | 11,384,508 | $180.4M | 5.1% | bought |
| MP | MP MATERIALS CORP | 3,000,000 | $168.0M | 4.7% | held (0%) |
| APO | APOLLO GLOBAL MANAGEMENT INC | 1,337,000 | $158.2M | 4.5% | held (0%) |
| MIR | MIRION TECHNOLOGIES INC | 8,383,441 | $150.3M | 4.2% | held (0%) |
| OMF | ONEMAIN HOLDINGS INC | 2,130,000 | $129.9M | 3.7% | added (+6%) |
| ASH | ASHLAND INC | 1,895,000 | $124.9M | 3.5% | added (+11%) |
| WSC | WILLSCOT HOLDINGS CORP | 4,031,016 | $116.3M | 3.3% | held (0%) |
| LAD | LITHIA MOTORS INC | 340,000 | $98.8M | 2.8% | held (0%) |
| COF | CAPITAL ONE FINANCIAL CORP | 455,000 | $91.3M | 2.6% | added (+23%) |
| WHK | Whitehawk Minerals Corp. | 3,261,216 | $90.7M | 2.6% | bought |
| CI | THE CIGNA GROUP | 325,000 | $89.6M | 2.5% | held (0%) |
| GEHC | GE HEALTHCARE TECHNOLOGY | 1,309,500 | $83.8M | 2.4% | added (+95%) |
| KBR | KBR INC | 2,125,000 | $73.4M | 2.1% | held (0%) |
| MANU | MANCHESTER UNITED PLC | 2,932,076 | $67.2M | 1.9% | held (0%) |
| MSI | MOTOROLA SOLUTIONS INC | 135,000 | $56.1M | 1.6% | held (0%) |
| TDAY | USA TODAY CO INC | 6,271,961 | $53.6M | 1.5% | held (0%) |
| EPD | ENTERPRISE PRODUCTS PARTNERS | 1,373,755 | $50.5M | 1.4% | held (0%) |
| AMRZ | AMRIZE LTD | 880,000 | $46.9M | 1.3% | bought |
| AMZN | AMAZON.COM INC | 169,500 | $40.4M | 1.1% | held (0%) |
| FOA | FINANCE OF AMERICA COS INC | 1,286,068 | $35.4M | 1.0% | held (0%) |
| SE | SEA LTD | 326,058 | $31.2M | 0.9% | held (0%) |
| VOO | VANGUARD INDEX FDS | 42,891 | $29.5M | 0.8% | reduced (-2%) |
| DMAC | DIAMEDICA THERAPEUTICS INC | 3,450,000 | $24.3M | 0.7% | added (+71%) |
| SUN | SUNOCO LP | 225,994 | $15.3M | 0.4% | reduced (-86%) |
| ABR | ARBOR REALTY TRUST INC | 1,664,739 | $9.0M | 0.3% | added (+7%) |
| EFA | ISHARES TR | 57,453 | $6.0M | 0.2% | held (0%) |
| IEUR | ISHARES TR | 38,388 | $2.9M | 0.1% | held (0%) |
| VGK | VANGUARD INTL EQUITY INDEX F | 24,693 | $2.2M | 0.1% | held (0%) |
| EWJ | ISHARES INC | 20,315 | $1.9M | 0.1% | held (0%) |
| VGIT | VANGUARD SCOTTSDALE FDS | 25,028 | $1.5M | 0.0% | held (0%) |
| EWC | ISHARES INC | 12,531 | $722,287 | 0.0% | held (0%) |
| KZIA | KAZIA THERAPEUTICS | 50,000 | $704,000 | 0.0% | bought |
| VTEB | VANGUARD MUN BD FDS | 12,876 | $651,268 | 0.0% | held (0%) |
| EPP | ISHARES INC | 7,610 | $405,309 | 0.0% | held (0%) |
| FLCA | FRANKLIN TEMPLETON ETF TR | 2,522 | $129,807 | 0.0% | reduced (-56%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| GPGI | GPGI INC | 11,384,508 | 0 | bought | +$180.4M | $180.4M |
| SUN | SUNOCO LP | 225,994 | 1,620,000 | reduced (-86%) | −$94.1M | $15.3M |
| WHK | Whitehawk Minerals Corp. | 3,261,216 | 0 | bought | +$90.7M | $90.7M |
| ELV | ELEVANCE HEALTH INC | 0 | 227,900 | sold | −$66.7M | $0 |
| STKL | SUNOPTA INC | 0 | 9,300,000 | sold | −$60.3M | $0 |
| AESI | ATLAS ENERGY SOLUTIONS INC | 0 | 4,083,175 | sold | −$53.6M | $0 |
| — | AMRIZE LTD | 0 | 880,000 | sold | −$49.3M | $0 |

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Source: https://sweetvaluelab.com/investors/leon-cooperman (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.