Equal-WT
WhaleScore 2.0
?
COOPERMAN LEON G
3
followers
·
Follow
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 Q2 2024 included $2,369,946,941 in managed 13F securities
and a top 10 holdings concentration of 60.94%. Cooperman Leon G's largest holding is Mr Cooper Group Inc with shares held of 2,860,600. Whalewisdom has at least 99 13F filings, 33 13D filings, 266 13G filings, and 20 Form 4 filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| KBR KBR Inc | 0.71% |
| ET Energy Transfer Equi | 0.5% |
| PARA Paramount Global | 0.45% |
| MP MP Materials Corpora | 0.41% |
| GCI Gannett Co Inc. (New | 0.37% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| MSFT Microsoft Corp. | 2.31% |
| C Citigroup, Inc. | 0.79% |
| CCAP Crescent Capital BDC | 0.22% |
| COOP Mr Cooper Group Inc | 0.11% |
| APO Apollo Global Manage | 0.02% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| COOP Mr Cooper Group Inc | 9.8% |
| ET Energy Transfer Equi | 8.4% |
| VRT Vertiv Holdings Co | 7.67% |
| APO Apollo Global Manage | 7.6% |
| WSC WillScot Corp | 5.73% |
2024-06-30
13F Activity
| Market Value | $2.37b, Prior: $2.40b |
| Inflows (Outflows) as % of Total MV | (-0.0648)% |
| New Purchases | 2 stocks |
| Added To | 15 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 5 stocks |
| Top 10 Holdings % | 60.94% |
| Turnover %[1] | 5.66% |
| Turnover Alt %[2] | 4.63% |
| Time Held Top 20 | 4.1 quarters |
| Time Held Top 10 | 3.5 quarters |
| Time Held All | 4.37 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.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30