Equal-WT
WhaleScore 2.0
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COOPERMAN LEON G
BOCA RATON FL
Investment Advisor
Billionaires Group
Hedge Fund
Cooperman Leon G is based out of Boca Raton and is run by Leon Cooperman. Cooperman Leon G is a hedge fund with 7 clients and discretionary assets under management (AUM) of $4,372,950,123 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2024 included $2,642,223,313 in managed 13F securities
and a top 10 holdings concentration of 63.99%. Cooperman Leon G's largest holding is Mr Cooper Group Inc with shares held of 2,860,600. Whalewisdom has at least 101 13F filings, 33 13D filings, 266 13G filings, and 20 Form 4 filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| KBR KBR Inc | 3.2% |
| LVS Las Vegas Sands Corp | 2.92% |
| FOA Finance of America C | 0.64% |
| EFA iShares MSCI EAFE ET | 0.16% |
| STKL SunOpta Inc | 0.14% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| RRX Regal Rexnord Corp | 1.79% |
| DTM DT Midstream Inc | 1.47% |
| LAD Lithia Motors Inc, C | 1.32% |
| ADT ADT Inc | 0.83% |
| FI Fiserv, Inc | 0.71% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| COOP Mr Cooper Group Inc | 10.39% |
| ET Energy Transfer LP | 9.39% |
| VRT Vertiv Holdings Co | 9.03% |
| APO Apollo Global Manage | 8.67% |
| WSC WillScot Mobile Mini | 5.1% |
2024-12-31
13F Activity
| Market Value | $2.64b, Prior: $2.35b |
| Inflows (Outflows) as % of Total MV | +4.0417% |
| New Purchases | 7 stocks |
| Added To | 11 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 63.99% |
| Turnover %[1] | 19.15% |
| Turnover Alt %[2] | 5.24% |
| Time Held Top 20 | 5.1 quarters |
| Time Held Top 10 | 4.5 quarters |
| Time Held All | 6.6 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31