Pricing

COOPERMAN LEON G

13 followers ยท 2 likes
BOCA RATON FL Investment Advisor Billionaires Group Hedge Fund
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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 Q1 2025 included $2,518,760,352 in managed 13F securities and a top 10 holdings concentration of 61.88%. Cooperman Leon G's largest holding is Mr Cooper Group Inc with shares held of 2,860,600. Whalewisdom has at least 103 13F filings, 33 13D filings, 266 13G filings, and 20 Form 4 filings

2025-03-31

Top Buys (13F)

2025-03-31

Top Sells (13F)

Name % Change
ADT ADT Inc 1.12%
ABR Arbor Realty Trust I 0.34%
EFC Ellington Financial 0.07%
CCAP Crescent Capital BDC 0.07%
OBDC Blue Owl Capital Cor 0.01%

2025-03-31

13F Holdings Summary

Name $ Change
COOP Mr Cooper Group Inc 13.58%
ET Energy Transfer LP 9.59%
APO Apollo Global Manage 7.54%
VRT Vertiv Holdings Co 6.19%
ELV Elevance Health Inc 4.81%

2025-03-31

13F Activity

Market Value $2.52b, Prior: $2.64b
Inflows (Outflows) as % of Total MV +3.7929%
New Purchases 1 stocks
Added To 12 stocks
Sold out of 5 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 61.89%
Turnover %[1] 13.04%
Turnover Alt %[2] 1.56%
Time Held Top 20 5.6 quarters
Time Held Top 10 5.5 quarters
Time Held All 7.39 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.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance