What Leon Cooperman Bought in Q2 2025
Omega Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.85B
Total Value
40
Holdings
3
New Buys
6
Reduced
In Q2 2025, Leon Cooperman reported 40 long equity positions worth $2.85B in their Omega Advisors 13F filing, including 3 new positions (largest: ATLAS ENERGY SOLUTIONS INC at $69.0M) and 15 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | COOP | MR COOPER GROUP INC | 2860600 | $426.8M | 15.00% | — |
| 2 | VRT | VERTIV HOLDINGS CO | 2157789 | $277.1M | 9.74% | — |
| 3 | ET | ENERGY TRANSFER LP | 13095000 | $237.4M | 8.34% | +0.7% |
| 4 | APO | APOLLO GLOBAL MANAGEMENT INC | 1337000 | $189.7M | 6.67% | -3.6% |
| 5 | MIR | MIRION TECHNOLOGIES INC | 7125000 | $153.4M | 5.39% | +1.4% |
| 6 | WSC | WILLSCOT HOLDINGS CORP | 4031016 | $110.4M | 3.88% | — |
| 7 | ELV | ELEVANCE HEALTH INC | 280900 | $109.3M | 3.84% | +0.9% |
| 8 | MP | MP MATERIALS CORP | 3240000 | $107.8M | 3.79% | -10.0% |
| 9 | LAD | LITHIA MOTORS INC | 317602 | $107.3M | 3.77% | — |
| 10 | RRX | REGAL REXNORD CORP | 735766 | $106.7M | 3.75% | +1.4% |
| 11 | PLGO | FIDELIS INSURANCE HOLDINGS L | 5806056 | $96.3M | 3.38% | +21.0% |
| 12 | ASH | ASHLAND INC | 1700000 | $85.5M | 3.00% | +0.3% |
| 13 | KBR | KBR INC | 1750000 | $83.9M | 2.95% | +4.2% |
| 14 | SUN | SUNOCO LP | 1470000 | $78.8M | 2.77% | 415.8% |
| 15 | CI | THE CIGNA GROUP | 212000 | $70.1M | 2.46% | -11.9% |
| 16 | AESI | ATLAS ENERGY SOLUTIONS INC | 5162095 | $69.0M | 2.43% | NEW |
| 17 | FISV | FISERV INC | 390000 | $67.2M | 2.36% | +2.6% |
| 18 | OMF | ONEMAIN HOLDINGS INC | 1139000 | $64.9M | 2.28% | 28.1% |
| 19 | MSI | MOTOROLA SOLUTIONS INC | 135000 | $56.8M | 2.00% | +22.7% |
| 20 | SE | SEA LTD | 326058 | $52.1M | 1.83% | — |
| 21 | MANU | MANCHESTER UNITED PLC | 2839737 | $50.6M | 1.78% | — |
| 22 | EPD | ENTERPRISE PRODUCTS PARTNERS | 1267635 | $39.3M | 1.38% | +6.4% |
| 23 | STKL | SUNOPTA INC | 6507051 | $37.7M | 1.33% | +6.7% |
| 24 | FOA | FINANCE OF AMERICA COS INC | 1275412 | $29.7M | 1.05% | +6.1% |
| 25 | GEHC | GE HEALTHCARE TECHNOLOGY | 400000 | $29.6M | 1.04% | NEW |
| 26 | VOO | Vanguard S&P 500 ETF | 43593 | $24.8M | 0.87% | — |
| 27 | TDAY | GANNETT CO INC | 5844058 | $20.9M | 0.74% | +14.7% |
| 28 | ABR | ARBOR REALTY TRUST INC | 1800000 | $19.3M | 0.68% | -10.0% |
| 29 | GOOGL | ALPHABET INC | 75000 | $13.2M | 0.46% | +-88.5% |
| 30 | AVBP | ARRIVENT BIOPHARMA INC | 421278 | $9.2M | 0.32% | NEW |
| 31 | DMAC | DIAMEDICA THERAPEUTICS INC | 1650000 | $6.4M | 0.23% | +1.5% |
| 32 | EFA | iShares MSCI EAFE ETF | 57453 | $5.1M | 0.18% | — |
| 33 | IEUR | ISHARES TR | 38388 | $2.5M | 0.09% | — |
| 34 | VGK | VANGUARD INTL EQUITY INDEX F | 24693 | $1.9M | 0.07% | — |
| 35 | VGIT | VANGUARD SCOTTSDALE FDS | 25028 | $1.5M | 0.05% | — |
| 36 | EWJ | ISHARES INC | 14305 | $1.1M | 0.04% | — |
| 37 | VTEB | VANGUARD MUN BD FDS | 12876 | $631K | 0.02% | — |
| 38 | EWC | ISHARES INC | 12531 | $579K | 0.02% | — |
| 39 | EWA | ISHARES INC | 7610 | $376K | 0.01% | — |
| 40 | FLCA | FRANKLIN TEMPLETON ETF TR | 5750 | $240K | 0.01% | — |