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COOPERMAN LEON Gtracked

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CIK 898382

13F portfolio (2026-Q1)
$3.0B
Positions
41
Implied 1Y CAGR
+13.4%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
41
Top 5
46.1%
Top 10
65.8%
Effective N
14.7
HHI
0.068
This quarter
4 new · 0 exit →

By sector

Financials: 31.2%Industrials: 23.5%Utilities: 10.1%Consumer Discretionary: 7.0%Information Technology: 7.0%Unclassified: 6.6%Energy: 5.2%Materials: 4.7%Other: 4.6%Sector
Financials31.2%
Industrials23.5%
Utilities10.1%
Consumer Discretionary7.0%
Information Technology7.0%
Unclassified6.6%
Energy5.2%
Materials4.7%
Other4.6%

By market cap

Large ($10–200B): 58.1%Mid ($2–10B): 19.4%Unknown: 15.9%Small ($300M–2B): 4.8%Mega (>$200B): 1.9%Size
Large ($10–200B)58.1%
Mid ($2–10B)19.4%
Unknown15.9%
Small ($300M–2B)4.8%
Mega (>$200B)1.9%

By region

North America: 93.4%Other: 6.6%Region
North America93.4%
Other6.6%

By industry group GICS — finer than sector

Industry groupWeightNames
Semiconductors & Semiconductor Equipment17.74%1
Banks16.26%4
Utilities10.14%2
Insurance10.04%3
Unclassified6.58%14
Oil, Gas & Consumable Fuels5.21%2
Technology Hardware & Equipment5.11%1
Capital Markets4.89%1
Metals & Mining4.75%1
Specialty Retail3.94%2
Commercial Services & Supplies3.18%2
Distributors3.10%1
Construction & Engineering2.57%1
Communications Equipment1.92%1
Health Care Equipment & Supplies1.56%1
Media & Publishing1.45%1
Software & IT Services0.71%1
Pharmaceuticals & Biotechnology0.45%1
Equity Real Estate Investment Trusts (REITs)0.39%1

Top holdings

#TickerNameSectorWeight
1VRTVertiv Holdings CoIndustrials17.74%
2RKTRocket Companies, Inc.Financials9.83%
3ETEnergy Transfer LPUtilities8.43%
4MIRMirion Technologies, Inc.Information Technology5.11%
5PLGOPelagos Insurance Capital LtdFinancials5.01%
6APOApollo Global Management, Inc.Financials4.89%
7MPMP Materials Corp. / DEMaterials4.75%
8OMFOneMain Holdings, Inc.Financials3.52%
9SUNSunoco LPEnergy3.45%
10ASHASHLAND INC.Consumer Discretionary3.10%

27/41 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 34 quarters
0%25%50%75%100%2013201420192020202120222023202420252026CIFISVAPOPLGORKTOther FinancialsVRTWSCTRNRRXUALOther IndustrialsASHLADAMZNLVSGMOther Consumer DiscretionaryETEPDNRGKMIDTMOther UtilitiesGOOGLSIRITDAYAMCXGTNOther Communication ServicesMSFTMIRMSIQCOMAAPLOther Information TechnologyDVNSDHALSUNRIGOther EnergyMPEMNLYBFCXDOWOther MaterialsABREFCVICIGLPIWYOther Real EstateBHCTMOBSXHCAGEHCOther Health CareDGBGSMR COOPER GROUP INCATHENE HLDG LTDFIRST DATA CORP NEWSPRINT CORPORATIONSPRINT NEXTELOther Unclassified

Sector allocation over 34 reported quarters, 2013-Q2 to 2026-Q1, 68 bands (top holdings within each sector). Latest quarter 2026-Q1: VRT 17.7%, RKT 9.8%, Other Financials 8.6%, ET 8.4%, Other Unclassified 6.6%. Use the arrow keys to read a quarter.

FinancialsCI, FISV, APO, PLGO, RKT · other
IndustrialsVRT, WSC, TRN, RRX, UAL · other
Consumer DiscretionaryASH, LAD, AMZN, LVS, GM · other
UtilitiesET, EPD, NRG, KMI, DTM · other
Communication ServicesGOOGL, SIRI, TDAY, AMCX, GTN · other
Information TechnologyMSFT, MIR, MSI, QCOM, AAPL · other
EnergyDVN, SD, HAL, SUN, RIG · other
MaterialsMP, EMN, LYB, FCX, DOW · other
Real EstateABR, EFC, VICI, GLPI, WY · other
Health CareBHC, TMO, BSX, HCA, GEHC · other
Consumer StaplesDG, BGS
UnclassifiedMR COOPER GROUP INC, ATHENE HLDG LTD, FIRST DATA CORP NEW, SPRINT CORPORATION, SPRINT NEXTEL · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 93.4% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge3%10%8%3%2%5%4%22%
holdings, colored by sector (18 classified)COOPERMAN LEON G centroid (Mid Core)
IndustrialsFinancialsConsumer DiscretionaryInformation TechnologyCommunication ServicesHealth CareReal Estate

Style box summary for COOPERMAN LEON G: centroid Mid Core. Heaviest cells: Large Growth 21.5%, Small Core 10.1%, Small Growth 8.4%.

Classified: 57.2% of book weight (18/41 names) · unclassified 42.8%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 41 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1VRTVERTIV HOLDINGS CO2,157,789$541M17.7%HOLD
2RKTROCKET COS INC21,016,600$299M9.8%HOLD
3ETENERGY TRANSFER L P13,320,100$257M8.4%HOLD
4MIRMIRION TECHNOLOGIES INC8,383,441$156M5.1%HOLD
5PLGOFIDELIS INSURANCE HOLDINGS L7,984,348$153M5.0%ADD 13%
6APOAPOLLO GLOBAL MGMT INC1,337,000$149M4.9%HOLD
7MPMP MATERIALS CORP3,000,000$145M4.7%HOLD
8OMFONEMAIN HLDGS INC2,005,000$107M3.5%ADD 186%
9SUNSUNOCO LP/SUNOCO FIN CORP1,620,000$105M3.5%HOLD
10ASHASHLAND INC1,700,000$95M3.1%HOLD
11CITHE CIGNA GROUP325,000$87M2.8%HOLD
12LADLITHIA MTRS INC340,000$85M2.8%ADD 7%
13KBRKBR INC2,125,000$78M2.6%HOLD
14WSCWILLSCOT HLDGS CORP4,031,016$70M2.3%HOLD
15COFCAPITAL ONE FINL CORP370,000$67M2.2%NEW
16ELVELEVANCE HEALTH INC FORMERLY227,900$67M2.2%TRIM −33%
17STKLSUNOPTA INC9,300,000$60M2.0%ADD 3%
18MSIMOTOROLA SOLUTIONS INC135,000$59M1.9%HOLD
19AESIATLAS ENERGY SOLUTIONS INC4,083,175$54M1.8%TRIM −19%
20EPDENTERPRISE PRODS PARTNERS L1,373,755$52M1.7%HOLD
21MANUMANCHESTER UTD PLC NEW2,932,076$49M1.6%HOLD
22AMRZAMRIZE LTD880,000$49M1.6%NEW
23GEHCGE HEALTHCARE TECHNOLOGIES I670,000$48M1.6%HOLD
24TDAYUSA TODAY CO INC6,271,961$44M1.5%HOLD
25AMZNAMAZON COM INC169,500$35M1.2%NEW
26SESEA LTD326,058$27M0.9%HOLD
27VOOVANGUARD INDEX FDS43,593$26M0.9%HOLD
28GOOGLALPHABET INC75,000$22M0.7%HOLD
29FOAFINANCE OF AMERICA COMPAN1,286,068$21M0.7%HOLD
30DMACDIAMEDICA THERAPEUTICS INC2,020,000$14M0.4%HOLD
31ABRARBOR REALTY TRUST INC1,560,000$12M0.4%HOLD
32EFAISHARES TR57,453$6M0.2%HOLD
33IEURISHARES TR38,388$3M0.1%HOLD
34VGKVANGUARD INTL EQUITY INDEX F24,693$2M0.1%HOLD
35EWJISHARES INC20,315$2M0.1%ADD 42%
36VGITVANGUARD SCOTTSDALE FDS25,028$1M0.0%HOLD
37EWCISHARES INC12,531$686,5730.0%HOLD
38VTEBVANGUARD MUN BD FDS12,876$642,3840.0%HOLD
39EPPISHARES INC7,610$404,3950.0%HOLD
40FLCAFRANKLIN TEMPLETON ETF TR5,750$281,4050.0%HOLD
41HORIZON SPACE ACQUISITION II1,100$2420.0%NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
VRTVERTIV HOLDINGS CO2.1M2.2M2.2M2.2M2.2M2.2M$541M
RKTROCKET COS INC————21.0M21.0M$299M
ETENERGY TRANSFER L P12.7M13.0M13.1M13.1M13.3M13.3M$257M
MIRMIRION TECHNOLOGIES INC7.0M7.0M7.1M8.4M8.4M8.4M$156M
PLGOFIDELIS INSURANCE HOLDINGS L3.8M4.8M5.8M6.7M7.0M8.0M$153M
APOAPOLLO GLOBAL MGMT INC1.4M1.4M1.3M1.3M1.3M1.3M$149M
MPMP MATERIALS CORP3.6M3.6M3.2M3.0M3.0M3.0M$145M
OMFONEMAIN HLDGS INC309K889K1.1M839K700K2.0M$107M
SUNSUNOCO LP/SUNOCO FIN CORP—285K1.5M1.6M1.6M1.6M$105M
ASHASHLAND INC1.5M1.7M1.7M1.7M1.7M1.7M$95M
CITHE CIGNA GROUP241K241K212K325K325K325K$87M
LADLITHIA MTRS INC318K318K318K318K318K340K$85M
KBRKBR INC1.5M1.7M1.8M1.8M2.1M2.1M$78M
WSCWILLSCOT HLDGS CORP4.0M4.0M4.0M4.0M4.0M4.0M$70M
COFCAPITAL ONE FINL CORP—————370K$67M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

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Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

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joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Financials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold VRT — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
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