Leon Cooperman portfolio — 13F holdings Q2 2026
Leon Cooperman (Leon Cooperman) reported 39 long positions worth $3.5 billion as of 2026-06-30. Top holdings: Vertiv Holdings Co, Rocket Companies, Inc., Energy Transfer LP, Pelagos Insurance Capital Ltd, GPGI, Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Vertiv Holdings Co | 2026-06-30 | 722470913.00 USD | 20.37% | hold | Original filing |
| Rocket Companies, Inc. | 2026-06-30 | 331011450.00 USD | 9.33% | hold | Original filing |
| Energy Transfer LP | 2026-06-30 | 254680312.00 USD | 7.18% | hold | Original filing |
| Pelagos Insurance Capital Ltd | 2026-06-30 | 207252858.00 USD | 5.84% | add | Original filing |
| GPGI, Inc. | 2026-06-30 | 180444452.00 USD | 5.09% | buy | Original filing |
| MP Materials Corp. / DE | 2026-06-30 | 168030000.00 USD | 4.74% | hold | Original filing |
| Apollo Global Management, Inc. | 2026-06-30 | 158180470.00 USD | 4.46% | hold | Original filing |
| Mirion Technologies, Inc. | 2026-06-30 | 150315097.00 USD | 4.24% | hold | Original filing |
| OneMain Holdings, Inc. | 2026-06-30 | 129866100.00 USD | 3.66% | add | Original filing |
| ASHLAND INC. | 2026-06-30 | 124861550.00 USD | 3.52% | add | Original filing |
| WillScot Holdings Corp | 2026-06-30 | 116335122.00 USD | 3.28% | hold | Original filing |
| LITHIA MOTORS INC | 2026-06-30 | 98766600.00 USD | 2.78% | hold | Original filing |
| CAPITAL ONE FINANCIAL CORP | 2026-06-30 | 91282100.00 USD | 2.57% | add | Original filing |
| WhiteHawk Minerals Corp. | 2026-06-30 | 90727029.00 USD | 2.56% | buy | Original filing |
| Cigna Group | 2026-06-30 | 89596000.00 USD | 2.53% | hold | Original filing |
| GE HealthCare Technologies Inc. | 2026-06-30 | 83821095.00 USD | 2.36% | add | Original filing |
| KBR, INC. | 2026-06-30 | 73376250.00 USD | 2.07% | hold | Original filing |
| Manchester United plc | 2026-06-30 | 67232503.00 USD | 1.90% | hold | Original filing |
| Motorola Solutions, Inc. | 2026-06-30 | 56064150.00 USD | 1.58% | hold | Original filing |
| USA TODAY Co., Inc. | 2026-06-30 | 53625267.00 USD | 1.51% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR/A | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR/A | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-30 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-08-30 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-08-30 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2023-08-31 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2023-08-31 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2023-08-31 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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