Leon G. Cooperman Portfolio
Invests via Omega Advisors | Managed by Leon G. Cooperman
Invests via Omega Advisors
Managed by Leon G. Cooperman
Automatically Tracked
Leon G Cooperman Profile
Veteran investor and hedge fund manager with a multi-decade track record in value-oriented equities and activist positions, best known for founding and running Omega Advisors. Leon G. Cooperman is a former Goldman Sachs partner and portfolio manager who parlayed sell-side experience into an established family office/hedge fund platform focused on concentrated long/short equity and special situations. He is widely followed by institutional and wealth-management audiences for macro views, corporate governance activism and large-cap value stock selection.
Veteran investor and hedge fund manager with a multi-decade track record in value-oriented equities and activist positions, best known for founding and running Omega Advisors. Leon G. Cooperman is a former Goldman Sachs partner and portfolio manager who parlayed sell-side experience into an established family office/hedge fund platform focused on concentrated long/short equity and special situations. He is widely followed by institutional and wealth-management audiences for macro views, corporate governance activism and large-cap value stock selection.
Investment Philosophy & Strategy
Deep value discipline focused on concentrated, high-conviction equity positions across large-cap and special-situation opportunities. Employs bottom-up fundamental research with a macro overlay to size positions, favoring undervalued cyclical sectors and financially resilient businesses. Capital allocation prioritizes concentrated long holdings, opportunistic shorts, and activist engagement to unlock shareholder value. Investment horizon is multi-year, risk managed through position sizing, downside stress testing and active monitoring. Edge derives from sell‑side experience, rigorous valuation work and direct engagement with management and boards.
Deep value discipline focused on concentrated, high-conviction equity positions across large-cap and special-situation opportunities. Employs bottom-up fundamental research with a macro overlay to size positions, favoring undervalued cyclical sectors and financially resilient businesses. Capital allocation prioritizes concentrated long holdings, opportunistic shorts, and activist engagement to unlock shareholder value. Investment horizon is multi-year, risk managed through position sizing, downside stress testing and active monitoring. Edge derives from sell‑side experience, rigorous valuation work and direct engagement with management and boards.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.99%
Gain
Monthly
0.67%
Yearly
8.29%
Drawdown
51.47%
$3.3B
Equity
Holdings
$3.3B
Investment
$2.34B
$5.12B
Profit -$46.84M
Realized
$4.16B
Unrealized
$956.9M
Dividends
$2.23B
Goals
Avg. 95.75% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < $50M 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$46.84M
Win %
66%
This Week
Compared To Last Week
Gain
-2.11%
Profit
-$71.3M
Win %
66%
This Month
Compared to last month
Gain
-4.98%
Profit
-$172.94M
Win %
66%
This Year
Compared to last year
Gain
8.32%
Profit
$253.62M
Win %
65%
HSPT Horizon Space Acquisition Corp. II
+31.83%
+$1,556.5 
RKT Rocket Companies, Inc. Class A
+4.86%
+$14.61M 
SE Sea Ltd.
+4.38%
+$1.56M 
LAD Lithia Motors Inc.
+3.76%
+$4.08M 
APO Apollo Global Management, Inc.
+3.53%
+$5.66M 
GOOGL Alphabet Inc
+3.39%
+$913,500 
AMZN Amazon.com Inc
+3.28%
+$1.38M 
ABR Arbor Realty Trust Inc.
+2.6%
+$202,800 
GEHC GE HealthCare Technologies Inc.
+2.55%
+$1.06M 
KBR KBR Inc.
+2.25%
+$1.7M 
COF Capital One Financial Corporation
+2.02%
+$1.54M 
ASH Ashland Inc.
+1.8%
+$2.04M 
MANU Manchester United plc
+1.56%
+$1.01M 
DMAC DiaMedica Therapeutics Inc.
+1.41%
+$212,100 
WSC WillScot Holdings Corporation
+1.23%
+$1.33M 
OMF OneMain Holdings Inc.
+1.17%
+$1.4M 
TDAY USA TODAY Co., Inc.
+0.89%
+$470,397.08 
EPP iShares MSCI Pacific ex Japan ETF
+0.84%
+$3,500.6 
IEUR iShares Core MSCI Europe ETF
+0.52%
+$14,971.32 
VGK Vanguard FTSE Europe ETF
+0.52%
+$11,358.78 
EFA iShares MSCI EAFE ETF
+0.32%
+$18,959.49 
EWC iShares MSCI Canada ETF
+0.25%
+$1,879.65 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$2,945.8 
MIR Mirion Technologies, Inc.
+0.15%
+$209,586.02 
VOO Vanguard S&P 500 ETF
+0.15%
+$45,336.72 
EPD Enterprise Products Partners L.P.
+0.15%
+$75,556.52 
FLCA Franklin FTSE Canada ETF
+0.13%
+$402.5 
CI The Cigna Group
+0.09%
+$84,500 
FIHL Fidelis Insurance Holdings Limited
0%
$0 
H2627K103
0%
$0 
STKL SunOpta Inc.
0%
$0 
ELV Elevance Health, Inc.
-8.87%
-$8.62M 
AESI Atlas Energy Solutions Inc.
-3.57%
-$2.14M 
MP MP Materials Corp.
-3.53%
-$5.38M 
VRT Vertiv Holdings Co
-2.17%
-$14.22M 
SUN Sunoco L.P.
-1.7%
-$1.99M 
MSI Motorola Solutions, Inc.
-1.38%
-$772,200 
FOA Finance of America Companies Inc.
-0.74%
-$250,783.26 
EWJ iShares MSCI Japan ETF
-0.54%
-$10,360.65 
ET Energy Transfer L.P.
-0.37%
-$999,007.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$450.66 Events
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Dividends
Dividend Analysis
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| Trades 5658 | Longs Won 2770/5658 48% | Profit Factor 1.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.71M |
| Average Win $3.95M | Best Trade (Dec 30) $374.46M | Sharpe Ratio -73.89 |
| Average Loss -$2.01M | Worst Trade (Dec 30) -$939.56M | Z-Score -17.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $904,184.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.46% | 7.84% |
| Consecutive Losing Trades | 1,639 | 1,475 | 1,311 | 1,148 | 984 | 820 | 656 | 492 | 328 | 164 |
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Returns
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Option values are updated at end of day.
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