In This Article:
Insight into Leon Cooperman (Trades, Portfolio)'s First Quarter 2025 13F Filing
Leon Cooperman (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Prior to founding Omega Advisors, Leon Cooperman (Trades, Portfolio) graduated from Columbia University and worked as CEO and Chairman of Goldman Sachs Asset Management. Cooperman converted his hedge fund into a family office in 2018. Leon Cooperman (Trades, Portfolio) combines his macro view and fundamental valuation in his investing strategy. While he does try to predict the market direction, Cooperman also pays close attention to market valuations.
Summary of New Buy
Leon Cooperman (Trades, Portfolio) added a total of 1 stock, among them:
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The most significant addition was Sunoco LP (NYSE:SUN), with 285,000 shares, accounting for 0.66% of the portfolio and a total value of $16.55 million.
Key Position Increases
Leon Cooperman (Trades, Portfolio) also increased stakes in a total of 12 stocks, among them:
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The most notable increase was OneMain Holdings Inc (NYSE:OMF), with an additional 580,000 shares, bringing the total to 889,000 shares. This adjustment represents a significant 187.7% increase in share count, a 1.14% impact on the current portfolio, and a total value of $43,454,320.
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The second largest increase was Regal Rexnord Corp (NYSE:RRX), with an additional 190,365 shares, bringing the total to 725,766. This adjustment represents a significant 35.56% increase in share count, with a total value of $82,628,460.
Summary of Sold Out
Leon Cooperman (Trades, Portfolio) completely exited 6 of the holdings in the first quarter of 2025, as detailed below:
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Arbor Realty Trust Inc (NYSE:ABR): Leon Cooperman (Trades, Portfolio) sold all 2,421,194 shares, resulting in a -1.27% impact on the portfolio.
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ADT Inc (NYSE:ADT): Leon Cooperman (Trades, Portfolio) liquidated all 4,300,000 shares, causing a -1.12% impact on the portfolio.
Portfolio Overview
At the first quarter of 2025, Leon Cooperman (Trades, Portfolio)'s portfolio included 40 stocks. The top holdings included 13.71% in Mr. Cooper Group Inc (NASDAQ:COOP), 9.69% in Energy Transfer LP (NYSE:ET), 7.61% in Apollo Global Management Inc (NYSE:APO), 6.24% in Vertiv Holdings Co (NYSE:VRT), and 4.85% in Elevance Health Inc (NYSE:ELV).
The holdings are mainly concentrated in 9 of all the 11 industries: Financial Services, Industrials, Energy, Healthcare, Consumer Cyclical, Basic Materials, Technology, Communication Services, and Consumer Defensive.