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:
118.91%
Gain -1.77%
Monthly
0.78%
Yearly
9.77%
Drawdown
30.52%
$2.88B
Equity
Holdings
$2.88B
Investment
$2.45B
$4.73B
Profit -$35.15M
Realized
$4.29B
Unrealized
$439.21M
Dividends
$2.26B
Goals
Avg. 4.5% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < $50M 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.77%
Profit
-$35.15M
Win %
72%
This Week
Compared To Last Week
Gain
-4.27%
Profit
-$132.74M
Win %
72%
This Month
Compared to last month
Gain
-2.33%
Profit
-$71.1M
Win %
72%
This Year
Compared to last year
Gain
-16.42%
Profit
-$584.73M
Win %
67%
WHK WhiteHawk Minerals Corp.
+4.07%
+$3.33M 
EPD Enterprise Products Partners L.P.
+2.95%
+$1.44M 
ET Energy Transfer L.P.
+1.81%
+$4.8M 
SUN Sunoco L.P.
+1.63%
+$266,672.92 
MSI Motorola Solutions, Inc.
+1.5%
+$926,098.65 
COF Capital One Financial Corporation
+1.19%
+$1.08M 
AMRZ Amrize Ltd.
+1.07%
+$352,000 
CI The Cigna Group
+0.91%
+$887,250 
KZIA Kazia Therapeutics Ltd Sponsored ADR
+0.4%
+$1,495 
FLCA Franklin FTSE Canada ETF
+0.25%
+$340.47 
EWC iShares MSCI Canada ETF
+0.21%
+$1,566.37 
OMF OneMain Holdings Inc.
+0.12%
+$138,450 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$1,626.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$450.66 
FIHL Fidelis Insurance Holdings Limited
-43.94%
-$91.07M 
DMAC DiaMedica Therapeutics Inc.
-5.06%
-$1.4M 
SE Sea Ltd.
-3.99%
-$1.27M 
ABR Arbor Realty Trust Inc.
-3.93%
-$183,121.29 
VRT Vertiv Holdings Co
-3.87%
-$17.95M 
RKT Rocket Companies, Inc. Class A
-3.43%
-$7.99M 
MP MP Materials Corp.
-3.09%
-$3.85M 
WSC WillScot Holdings Corporation
-3.05%
-$2.02M 
TDAY USA TODAY Co., Inc.
-2.92%
-$1.32M 
MIR Mirion Technologies, Inc.
-2.64%
-$3.44M 
AMZN Amazon.com Inc
-2.11%
-$911,910 
MANU Manchester United plc
-1.9%
-$1.14M 
GPGI GPGI Inc
-1.81%
-$2.62M 
VOO Vanguard S&P 500 ETF
-1.25%
-$379,173.6 
GEHC GE HealthCare Technologies Inc.
-0.99%
-$916,650 
LAD Lithia Motors Inc.
-0.99%
-$991,100 
EWJ iShares MSCI Japan ETF
-0.83%
-$16,048.85 
ASH Ashland Inc.
-0.63%
-$852,750 
APO Apollo Global Management, Inc.
-0.5%
-$748,720 
KBR KBR Inc.
-0.41%
-$318,750 
EPP iShares MSCI Pacific ex Japan ETF
-0.33%
-$1,369.82 
EFA iShares MSCI EAFE ETF
-0.26%
-$15,225.05 
FOA Finance of America Companies Inc.
-0.23%
-$32,151.7 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$2,111.46 
VGK Vanguard FTSE Europe ETF
-0.06%
-$1,234.65 Events
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Dividends
Dividend Analysis
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| Trades 5672 | Longs Won 2935/5672 51% | Profit Factor 1.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.78M |
| Average Win $3.72M | Best Trade (Dec 30) $374.46M | Sharpe Ratio -73.52 |
| Average Loss -$2.3M | Worst Trade (Dec 30) -$939.56M | Z-Score -16.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $833,460.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 1.36% | 13.14% |
| Consecutive Losing Trades | 1,255 | 1,129 | 1,004 | 878 | 753 | 627 | 502 | 376 | 251 | 125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABR Arbor Realty Trust Inc. | 1.66M | $17.26M | $4.48M | - | -$12.78M | -74.05% | -3.929% |
| AMRZ Amrize Ltd. | 880,000 | $46.9M | $33.19M | - | -$13.71M | -29.23% | +1.072% |
| AMZN Amazon.com Inc | 169,500 | $35.3M | $42.27M | - | $6.97M | 19.74% | -2.112% |
| APO Apollo Global Management, Inc. | 1.34M | $82.88M | $148.82M | - | $65.94M | 79.56% | -0.501% |
| ASH Ashland Inc. | 1.9M | $142.52M | $134.81M | - | -$7.71M | -5.41% | -0.629% |
| CI The Cigna Group | 325,000 | $67.65M | $98M | - | $30.35M | 44.86% | +0.914% |
| COF Capital One Financial Corporation | 455,000 | $84.55M | $91.56M | - | $7.01M | 8.29% | +1.192% |
| DMAC DiaMedica Therapeutics Inc. | 3.45M | $22.82M | $26.33M | - | $3.51M | 15.4% | -5.063% |
| EFA iShares MSCI EAFE ETF | 57,453 | $4.34M | $5.94M | - | $1.6M | 36.76% | -0.256% |
| EPD Enterprise Products Partners L.P. | 1.37M | $36.1M | $50.31M | - | $14.21M | 39.35% | +2.952% |
| EPP iShares MSCI Pacific ex Japan ETF | 7,610 | $333,394 | $417,789 | - | $84,395 | 25.31% | -0.327% |
| ET Energy Transfer L.P. | 13.32M | $166.46M | $269.6M | - | $103.14M | 61.96% | +1.811% |
| EWC iShares MSCI Canada ETF | 12,531 | $504,999 | $757,561.6 | - | $252,562.6 | 50.01% | +0.207% |
| EWJ iShares MSCI Japan ETF | 20,315 | $1.47M | $1.92M | - | $455,261.08 | 31.03% | -0.828% |
| FIHL Fidelis Insurance Holdings Limited | 8.51M | $144.81M | $116.18M | - | -$28.63M | -19.77% | -43.943% |
| FLCA Franklin FTSE Canada ETF | 2,522 | $83,831.28 | $136,150.17 | - | $52,318.89 | 62.41% | +0.251% |
| FOA Finance of America Companies Inc. | 1.29M | $17.55M | $14.1M | - | -$3.44M | -19.63% | -0.227% |
| GEHC GE HealthCare Technologies Inc. | 1.31M | $91.32M | $91.21M | - | -$117,120 | -0.13% | -0.995% |
| GPGI GPGI Inc | 11.38M | $180.44M | $141.85M | - | -$38.59M | -21.39% | -1.812% |
| IEUR iShares Core MSCI Europe ETF | 38,388 | $2.07M | $2.84M | - | $768,336.06 | 37.08% | -0.074% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Leon G. Cooperman?
The largest contributions to the portfolio's profits come from the following stocks: Chimera Investment Corporation - $744.26M, Mr. Cooper Group Inc - $645.69M, SLM Corporation - $222.42M, American International Group Inc - $210.03M, and Apple Inc - $204.46M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: 711147108 - $939.56M, G04397108 - $100.85M, V107SC - $99.36M, ATLS - $95.4M, and BBRY - $91.5M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leon G. Cooperman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.26B earned over time. The largest contributors to dividend income include Chimera Investment Corporation - $772.79M, ProShares UltraShort Real Estate - $185.11M, Citigroup Inc - $118.51M, Gaming and Leisure Properties, Inc - $83.67M, and Energy Transfer L.P - $79.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leon G. Cooperman's monthly returns?
Leon G. Cooperman's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Leon G. Cooperman's strategy be considered aggressive or moderate?
Leon G. Cooperman's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Leon G. Cooperman's strategy?
Leon G. Cooperman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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