What Leon Cooperman Bought in Q2 2026
Omega Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$3.55B
Total Value
39
Holdings
4
New Buys
3
Reduced
In Q2 2026, Leon Cooperman reported 39 long equity positions worth $3.55B in their Omega Advisors 13F filing, including 4 new positions (largest: GPGI INC at $180.4M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 2157789 | $722.5M | 20.37% | — |
| 2 | RKT | ROCKET COS INC | 21016600 | $331.0M | 9.33% | — |
| 3 | ET | ENERGY TRANSFER LP | 13320100 | $254.7M | 7.18% | — |
| 4 | PLGO | PELAGOS INSURANCE CAPITAL LT | 8511411 | $207.3M | 5.84% | +6.6% |
| 5 | GPGI | GPGI INC | 11384508 | $180.4M | 5.09% | NEW |
| 6 | MP | MP MATERIALS CORP | 3000000 | $168.0M | 4.74% | — |
| 7 | APO | APOLLO GLOBAL MANAGEMENT INC | 1337000 | $158.2M | 4.46% | — |
| 8 | MIR | MIRION TECHNOLOGIES INC | 8383441 | $150.3M | 4.24% | — |
| 9 | OMF | ONEMAIN HOLDINGS INC | 2130000 | $129.9M | 3.66% | +6.2% |
| 10 | ASH | ASHLAND INC | 1895000 | $124.9M | 3.52% | +11.5% |
| 11 | WSC | WILLSCOT HOLDINGS CORP | 4031016 | $116.3M | 3.28% | — |
| 12 | LAD | LITHIA MOTORS INC | 340000 | $98.8M | 2.78% | — |
| 13 | COF | Capital One Financial | 455000 | $91.3M | 2.57% | +23.0% |
| 14 | WHK | Whitehawk Minerals Corp. | 3261216 | $90.7M | 2.56% | NEW |
| 15 | CI | THE CIGNA GROUP | 325000 | $89.6M | 2.53% | — |
| 16 | GEHC | GE HEALTHCARE TECHNOLOGY | 1309500 | $83.8M | 2.36% | 95.4% |
| 17 | KBR | KBR INC | 2125000 | $73.4M | 2.07% | — |
| 18 | MANU | MANCHESTER UNITED PLC | 2932076 | $67.2M | 1.90% | — |
| 19 | MSI | MOTOROLA SOLUTIONS INC | 135000 | $56.1M | 1.58% | — |
| 20 | TDAY | USA TODAY CO INC | 6271961 | $53.6M | 1.51% | — |
| 21 | EPD | ENTERPRISE PRODUCTS PARTNERS | 1373755 | $50.5M | 1.42% | — |
| 22 | AMRZ | AMRIZE LTD | 880000 | $46.9M | 1.32% | NEW |
| 23 | AMZN | AMAZON.COM INC | 169500 | $40.4M | 1.14% | — |
| 24 | FOA | FINANCE OF AMERICA COS INC | 1286068 | $35.4M | 1.00% | — |
| 25 | SE | SEA LTD | 326058 | $31.2M | 0.88% | — |
| 26 | VOO | Vanguard S&P 500 ETF | 42891 | $29.5M | 0.83% | -1.6% |
| 27 | DMAC | DIAMEDICA THERAPEUTICS INC | 3450000 | $24.3M | 0.68% | +70.8% |
| 28 | SUN | SUNOCO LP | 225994 | $15.3M | 0.43% | +-86.0% |
| 29 | ABR | ARBOR REALTY TRUST INC | 1664739 | $9.0M | 0.25% | +6.7% |
| 30 | EFA | iShares MSCI EAFE ETF | 57453 | $6.0M | 0.17% | — |
| 31 | IEUR | ISHARES TR | 38388 | $2.9M | 0.08% | — |
| 32 | VGK | VANGUARD INTL EQUITY INDEX F | 24693 | $2.2M | 0.06% | — |
| 33 | EWJ | ISHARES INC | 20315 | $1.9M | 0.05% | — |
| 34 | VGIT | VANGUARD SCOTTSDALE FDS | 25028 | $1.5M | 0.04% | — |
| 35 | EWC | ISHARES INC | 12531 | $722K | 0.02% | — |
| 36 | KZIA | KAZIA THERAPEUTICS | 50000 | $704K | 0.02% | NEW |
| 37 | VTEB | VANGUARD MUN BD FDS | 12876 | $651K | 0.02% | — |
| 38 | EWA | ISHARES INC | 7610 | $405K | 0.01% | — |
| 39 | FLCA | FRANKLIN TEMPLETON ETF TR | 2522 | $130K | 0.00% | -56.1% |