COOPERMAN LEON G
SEC Form 13F institutional filer · CIK 0000898382
13F-HR · 12 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.10B
Top-10 concentration
99.7%
COOPERMAN LEON G — $1.1B AUM allocation strategy
COOPERMAN LEON G files SEC Form 13F and reports $1.1B of long US equity value across 12 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 49.0%, followed by Financials 19.7% and Health Care 18.2%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
COOPERMAN LEON G — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.1B
total across 12 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electrical Components & Equipment49.0%—
- Asset Management & Custody Banks13.5%—
- Health Care Services7.9%—
- Consumer Finance6.1%—
- Managed Health Care6.1%—
- Communications Equipment5.3%—
- Health Care Equipment4.3%—
- Broadline Retail3.2%—
- Other holdings4.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $VRT | Vertiv Holdings LLC | 2.16M | $541M | +0 | 49.0% |
| $APO | Apollo Global Management Inc | 1.34M | $149M | +0 | 13.5% |
| $CI | The Cigna Group | 325K | $86.7M | +0 | 7.9% |
| $COF | Capital One Financial Corporation | 370K | $67.5M | — | 6.1% |
| $ELV | Elevance Health Inc | 228K | $66.7M | -113K | 6.1% |
| $MSI | Motorola Solutions Inc | 135K | $58.6M | +0 | 5.3% |
| $GEHC | GE HealthCare Technologies Inc | 670K | $47.7M | +0 | 4.3% |
| $AMZN | Amazon.com Inc | 170K | $35.3M | — | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 75K | $21.6M | +0 | 2.0% |
…and 3 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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