1y return+31.7%S&P 500 +20.9%
3y return+96.4%S&P 500 +68.5%
5y return+106.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $302 against $264 in the S&P 500.2
Cooperman Leon GS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VRTVertiv Holdings Co | $722.5M | 20.4% | |
| RKTRocket Cos Inc | $331.0M | 9.3% | |
| ETEnergy Transfer LP | $254.7M | 7.2% | |
| Pelagos Insurance Capital LtCUSIP G3398L118 | $207.3M | 5.8% | +6.6% |
| GPGIGpgi Inc | $180.4M | 5.1% | New |
| MPMp Materials Corp | $168.0M | 4.7% | |
| APOApollo Global Management Inc | $158.2M | 4.5% | |
| MIRMirion Technologies Inc | $150.3M | 4.2% | |
| OMFOnemain Holdings Inc | $129.9M | 3.7% | +6.2% |
| ASHAshland Inc | $124.9M | 3.5% | +11.5% |
| WSCWillscot Holdings Corp | $116.3M | 3.3% | |
| LADLithia Motors Inc | $98.8M | 2.8% | |
| COFCapital One Financial Corp | $91.3M | 2.6% | +23.0% |
| WHKWhitehawk Minerals Corp. | $90.7M | 2.6% | New |
| CIThe Cigna Group | $89.6M | 2.5% | |
| GEHCGe Healthcare Technology | $83.8M | 2.4% | +95.4% |
| KBRKbr Inc | $73.4M | 2.1% | |
| Manchester United PLCCUSIP G5784H106 | $67.2M | 1.9% | |
| MSIMotorola Solutions Inc | $56.1M | 1.6% | |
| TDAYUsa Today Co Inc | $53.6M | 1.5% | |
| EPDEnterprise Products Partners | $50.5M | 1.4% | |
| Amrize LtdCUSIP H2927K103 | $46.9M | 1.3% | New |
| AMZNAmazon.com Inc | $40.4M | 1.1% | |
| FOAFinance Of America Cos Inc | $35.4M | 1.0% | |
| SESea Ltd | $31.2M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | September 30, 2020 | +1833.1% | $722.5M |
| TDAYUsa Today Co Inc | June 30, 2020 | +519.6% | $53.6M |
| ETEnergy Transfer LP | June 30, 2020 | +168.6% | $254.7M |
| MSIMotorola Solutions Inc | September 30, 2020 | +164.8% | $56.1M |
| FOAFinance Of America Cos Inc | September 30, 2024 | +137.9% | $35.4M |
| APOApollo Global Management Inc | March 31, 2022 | +90.9% | $158.2M |
| SESea Ltd | March 31, 2024 | +78.4% | $31.2M |
| Pelagos Insurance Capital LtCUSIP G3398L118 | June 30, 2023 | +78.4% | $207.3M |
| VOOVanguard Index Fds | June 30, 2021 | +74.5% | $29.5M |
| MPMp Materials Corp | December 31, 2020 | +74.1% | $168.0M |
Sold off last quarter
- ELVElevance Health Inc was $66.7M
- STKLSunopta Inc was $60.3M
- AESIAtlas Energy Solutions Inc was $53.6M
- Amrize LtdCUSIP H2627K103 was $49.3M
- GOOGLAlphabet Inc was $21.6M
- Horizon Space Acquisition IICUSIP G4627B103 was $242
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.5% | +14.8% |
| March 31, 2026 | +1.8% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +13.8% | +10.5% |
| March 31, 2025 | −8.0% | −4.6% |
| December 31, 2024 | +7.9% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +13.8% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | +0.7% | −3.6% |
| June 30, 2023 | +9.3% | +8.3% |
| March 31, 2023 | +1.9% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −0.8% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | +1.8% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cooperman Leon G Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=898382&type=13F-HR&dateb=&owner=include&count=40CIK 898382
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/898382/000094562126001056/Filed August 14, 2026 · accession 0000945621-26-001056