What Leon Cooperman Bought in Q3 2025
Omega Advisors · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$3.20B
Total Value
41
Holdings
2
New Buys
2
Reduced
In Q3 2025, Leon Cooperman reported 41 long equity positions worth $3.20B in their Omega Advisors 13F filing, including 2 new positions (largest: AMRIZE LTD at $42.7M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | COOP | MR COOPER GROUP INC | 2860600 | $603.0M | 18.82% | — |
| 2 | VRT | VERTIV HOLDINGS CO | 2157789 | $325.5M | 10.16% | — |
| 3 | ET | ENERGY TRANSFER LP | 13095000 | $224.7M | 7.02% | — |
| 4 | MP | MP MATERIALS CORP | 3000000 | $201.2M | 6.28% | -7.4% |
| 5 | MIR | MIRION TECHNOLOGIES INC | 8383441 | $195.0M | 6.09% | +17.7% |
| 6 | APO | APOLLO GLOBAL MANAGEMENT INC | 1337000 | $178.2M | 5.56% | — |
| 7 | PLGO | FIDELIS INSURANCE HOLDINGS L | 6662469 | $120.9M | 3.78% | +14.8% |
| 8 | ELV | ELEVANCE HEALTH INC | 340900 | $110.2M | 3.44% | +21.4% |
| 9 | RRX | REGAL REXNORD CORP | 735766 | $105.5M | 3.29% | — |
| 10 | LAD | LITHIA MOTORS INC | 317602 | $100.4M | 3.13% | — |
| 11 | CI | THE CIGNA GROUP | 325000 | $93.7M | 2.92% | +53.3% |
| 12 | WSC | WILLSCOT HOLDINGS CORP | 4031016 | $85.1M | 2.66% | — |
| 13 | KBR | KBR INC | 1750000 | $82.8M | 2.58% | — |
| 14 | ASH | ASHLAND INC | 1700000 | $81.4M | 2.54% | — |
| 15 | SUN | SUNOCO LP | 1620000 | $81.0M | 2.53% | +10.2% |
| 16 | MSI | MOTOROLA SOLUTIONS INC | 135000 | $61.7M | 1.93% | — |
| 17 | AESI | ATLAS ENERGY SOLUTIONS INC | 5366363 | $61.0M | 1.90% | +4.0% |
| 18 | SE | SEA LTD | 326058 | $58.3M | 1.82% | — |
| 19 | OMF | ONEMAIN HOLDINGS INC | 839000 | $47.4M | 1.48% | +-26.3% |
| 20 | GEHC | GE HEALTHCARE TECHNOLOGY | 600000 | $45.1M | 1.41% | +50.0% |
| 21 | MANU | MANCHESTER UNITED PLC | 2857877 | $43.3M | 1.35% | +0.6% |
| 22 | AMRZ | AMRIZE LTD | 880000 | $42.7M | 1.33% | NEW |
| 23 | EPD | ENTERPRISE PRODUCTS PARTNERS | 1323635 | $41.4M | 1.29% | +4.4% |
| 24 | STKL | SUNOPTA INC | 6667109 | $39.1M | 1.22% | +2.5% |
| 25 | FOA | FINANCE OF AMERICA COS INC | 1286040 | $28.8M | 0.90% | +0.8% |
| 26 | VOO | Vanguard S&P 500 ETF | 43593 | $26.7M | 0.83% | — |
| 27 | TDAY | GANNETT CO INC | 5867209 | $24.2M | 0.76% | +0.4% |
| 28 | ABR | ARBOR REALTY TRUST INC | 1700000 | $20.8M | 0.65% | -5.6% |
| 29 | GOOGL | ALPHABET INC | 75000 | $18.2M | 0.57% | — |
| 30 | DMAC | DIAMEDICA THERAPEUTICS INC | 3269761 | $17.6M | 0.55% | +98.2% |
| 31 | OXY | OCCIDENTAL PETROLEUM CORP | 337500 | $15.9M | 0.50% | NEW |
| 32 | AVBP | ARRIVENT BIOPHARMA INC | 421278 | $7.8M | 0.24% | — |
| 33 | EFA | iShares MSCI EAFE ETF | 57453 | $5.4M | 0.17% | — |
| 34 | IEUR | ISHARES TR | 38388 | $2.6M | 0.08% | — |
| 35 | VGK | VANGUARD INT EQUITY INDEX F | 24693 | $2.0M | 0.06% | — |
| 36 | VGIT | VANGUARD SCOTTSDALE FDS | 25028 | $1.5M | 0.05% | — |
| 37 | EWJ | ISHARES INC | 14305 | $1.1M | 0.04% | — |
| 38 | VTEB | VANGUARD MUN BD FDS | 12876 | $645K | 0.02% | — |
| 39 | EWC | ISHARES INC | 12531 | $633K | 0.02% | — |
| 40 | EWA | ISHARES INC | 7610 | $392K | 0.01% | — |
| 41 | FLCA | FRANKLIN TEMPLETON ETF TR | 5750 | $261K | 0.01% | — |