Omega Advisors (Leon Cooperman)
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Leon Cooperman's Omega Advisors (Leon Cooperman) reported 40 stock positions worth $2.8 billion. Its top holding was Mr Cooper (COOP) at 15.0% of the portfolio, followed by Vertiv Class A (VRT, 9.7%) and Energy Transfer (ET, 8.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 16 and reduced 5. The biggest buy was a new position in Atlas Energy Solutions (AESI) and the biggest sale Alphabet Class A (GOOGL, shares −88%).
- Most Recent 13F
- Q2 2026
- Notable People
- Leon Cooperman
- Location
- BOCA RATON, FL
- CIK
- 0000898382
- Portfolio Value
- $2.8B (Q2 2025)
- SEC Filing
- 0000945621-25-000771 ↗ filed Aug 14, 2025
Holdings Value
Holdings 40 stocks · $2.8B
| COOP Mr Cooper Group Inc. | 15.00% | 2,860,600 | $426.8M | No change |
| VRT Vertiv Holdings Co. Class A | 9.74% | 2,157,789 | $277.1M | No change |
| ET Energy Transfer LP | 8.34% | 13,095,000 | $237.4M | Add +0.7% |
| APO Apollo Global Management Inc. | 6.67% | 1,337,000 | $189.7M | Reduce -3.6% |
| MIR Mirion Technologies Inc. | 5.39% | 7,125,000 | $153.4M | Add +1.4% |
| WSC Willscot Holdings Corp. | 3.88% | 4,031,016 | $110.4M | No change |
| ELV Elevance Health Inc. | 3.84% | 280,900 | $109.3M | Add +0.9% |
| MP MP Materials Corp. | 3.79% | 3,240,000 | $107.8M | Reduce -10.0% |
| LAD Lithia Motors Inc. | 3.77% | 317,602 | $107.3M | No change |
| RRX Regal Rexnord Corp. | 3.75% | 735,766 | $106.7M | Add +1.4% |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 3.38% | 5,806,056 | $96.3M | Add +21.0% |
| ASH Ashland Inc. | 3.00% | 1,700,000 | $85.5M | Add +0.3% |
| KBR KBR Inc. | 2.95% | 1,750,000 | $83.9M | Add +4.2% |
| SUN Sunoco LP | 2.77% | 1,470,000 | $78.8M | Add +415.8% |
| CI The Cigna Group | 2.46% | 212,000 | $70.1M | Reduce -11.9% |
| AESI Atlas Energy Solutions Inc. | 2.43% | 5,162,095 | $69.0M | New |
| FISV Fiserv Inc. | 2.36% | 390,000 | $67.2M | Add +2.6% |
| OMF Onemain Holdings Inc. | 2.28% | 1,139,000 | $64.9M | Add +28.1% |
| MSI Motorola Solutions Inc. | 2.00% | 135,000 | $56.8M | Add +22.7% |
| SE Sea Ltd.-ADR | 1.83% | 326,058 | $52.1M | No change |
| MANU Manchester United PLC Class A | 1.78% | 2,839,737 | $50.6M | No change |
| EPD Enterprise Products Partners | 1.38% | 1,267,635 | $39.3M | Add +6.4% |
| STKL Sunopta Inc. | 1.33% | 6,507,051 | $37.7M | Add +6.7% |
| FOA Finance of America Cos Inc. Class A | 1.05% | 1,275,412 | $29.7M | Add +6.1% |
| GEHC GE Healthcare Technology | 1.04% | 400,000 | $29.6M | New |
| VOO Vanguard S&P 500 ETF | 0.87% | 43,593 | $24.8M | No change |
| TDAY USA Today Co. Inc. filed as GANNETT CO INC | 0.74% | 5,844,058 | $20.9M | Add +14.7% |
| ABR Arbor Realty Trust Inc. | 0.68% | 1,800,000 | $19.3M | Reduce -10.0% |
| GOOGL Alphabet Inc. Class A | 0.46% | 75,000 | $13.2M | Reduce -88.5% |
| AVBP Arrivent Biopharma Inc. | 0.32% | 421,278 | $9.2M | New |
| DMAC Diamedica Therapeutics Inc. | 0.23% | 1,650,000 | $6.4M | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 0.18% | 57,453 | $5.1M | No change |
| IEUR iShares Core MSCI Europe ETF | 0.09% | 38,388 | $2.5M | No change |
| VGK Vanguard Ftse Europe ETF | 0.07% | 24,693 | $1.9M | No change |
| VGIT Vanguard Intermediate-Term T | 0.05% | 25,028 | $1.5M | No change |
| EWJ iShares MSCI Japan ETF | 0.04% | 14,305 | $1.1M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 12,876 | $631K | No change |
| EWC iShares MSCI Canada ETF | 0.02% | 12,531 | $579K | No change |
| EPP iShares MSCI Pacific Ex Japa | 0.01% | 7,610 | $376K | No change |
| FLCA Franklin Ftse Canada ETF | 0.01% | 5,750 | $240K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Reduce -88.5% | 0.46% | −3.53 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −2.30 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.58 |
| APO Apollo Global Management Inc. | Reduce -3.6% | 6.67% | −0.87 |
| CI The Cigna Group | Reduce -11.9% | 2.46% | −0.68 |
| ABR Arbor Realty Trust Inc. | Reduce -10.0% | 0.68% | −0.26 |
| MSGS Madison Square Garden Sports | Sold out | 0.00% | −0.15 |
| BBDC Barings BDC Inc. | Sold out | 0.00% | −0.00 |
| MP MP Materials Corp. | Reduce -10.0% | 3.79% | +0.30 |
Portfolio Buys Q1 2025 → Q2 2025
| AESI Atlas Energy Solutions Inc. | New | 2.43% | +2.43 |
| SUN Sunoco LP | Add +415.8% | 2.77% | +2.11 |
| MIR Mirion Technologies Inc. | Add +1.4% | 5.39% | +1.35 |
| GEHC GE Healthcare Technology | New | 1.04% | +1.04 |
| OMF Onemain Holdings Inc. | Add +28.1% | 2.28% | +0.56 |
| RRX Regal Rexnord Corp. | Add +1.4% | 3.75% | +0.47 |
| AVBP Arrivent Biopharma Inc. | New | 0.32% | +0.32 |
| PLGO Pelagos Insurance Capital LT | Add +21.0% | 3.38% | +0.30 |
| TDAY USA Today Co. Inc. | Add +14.7% | 0.74% | +0.15 |
| STKL Sunopta Inc. | Add +6.7% | 1.33% | +0.15 |
| MSI Motorola Solutions Inc. | Add +22.7% | 2.00% | +0.08 |
| FOA Finance of America Cos Inc. Class A | Add +6.1% | 1.05% | +0.03 |
| DMAC Diamedica Therapeutics Inc. | Add +1.5% | 0.23% | −0.02 |
| EPD Enterprise Products Partners | Add +6.4% | 1.38% | −0.23 |
| KBR KBR Inc. | Add +4.2% | 2.95% | −0.37 |
| ELV Elevance Health Inc. | Add +0.9% | 3.84% | −0.97 |
| FISV Fiserv Inc. | Add +2.6% | 2.36% | −0.97 |
| ASH Ashland Inc. | Add +0.3% | 3.00% | −0.98 |
| ET Energy Transfer LP | Add +0.7% | 8.34% | −1.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $3.5B | VRT, RKT, ET, PLGO, GPGI |
| Q1 2026 | 41 | $3.0B | VRT, RKT, ET, MIR, PLGO |
| Q4 2025 | 40 | $3.0B | RKT, VRT, ET, MIR, APO |
| Q3 2025 | 41 | $3.2B | COOP, VRT, ET, MP, MIR |
| Q2 2025 | 40 | $2.8B | COOP, VRT, ET, APO, MIR |
| Q1 2025Amended | 41 | $2.5B | COOP, ET, APO, VRT, ELV |
| Q4 2024 | 45 | $2.6B | COOP, ET, VRT, APO, WSC |
| Q3 2024 | 40 | $2.4B | COOP, VRT, ET, APO, WSC |
| Q2 2024 | 52 | $2.4B | COOP, ET, VRT, APO, WSC |
| Q1 2024 | 51 | $2.4B | COOP, ET, APO, VRT, WSC |