Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COOPERMAN LEON G (CIK 898382) reported $3.05B across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRT ($540.7M, 17.74%), RKT ($299.5M, 9.83%), ET ($257.1M, 8.43%), MIR ($155.8M, 5.11%), FIHL ($152.6M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $540.7M | 17.74% | 2.2M | Hold |
| 2 | RKT | ROCKET COS INC | $299.5M | 9.83% | 21.0M | Hold |
| 3 | ET | ENERGY TRANSFER LP | $257.1M | 8.43% | 13.3M | Hold |
| 4 | MIR | MIRION TECHNOLOGIES INC | $155.8M | 5.11% | 8.4M | Hold |
| 5 | FIHL | FIDELIS INSURANCE HOLDINGS L | $152.6M | 5.01% | 8.0M | Added |
| 6 | APO | APOLLO GLOBAL MANAGEMENT INC | $149.0M | 4.89% | 1.3M | Hold |
| 7 | MP | MP MATERIALS CORP | $144.8M | 4.75% | 3.0M | Hold |
| 8 | OMF | ONEMAIN HOLDINGS INC | $107.2M | 3.52% | 2.0M | Added |
| 9 | SUN | SUNOCO LP | $105.3M | 3.45% | 1.6M | Hold |
| 10 | ASH | ASHLAND INC | $94.5M | 3.10% | 1.7M | Hold |
| 11 | CI | THE CIGNA GROUP | $86.7M | 2.84% | 325,000 | Hold |
| 12 | LAD | LITHIA MOTORS INC | $84.9M | 2.79% | 340,000 | Added |
| 13 | KBR | KBR INC | $78.3M | 2.57% | 2.1M | Hold |
| 14 | WSC | WILLSCOT HOLDINGS CORP | $70.0M | 2.30% | 4.0M | Hold |
| 15 | COF | CAPITAL ONE FINANCIAL CORP | $67.5M | 2.21% | 370,000 | New |
| 16 | ELV | ELEVANCE HEALTH INC | $66.7M | 2.19% | 227,900 | Trimmed |
| 17 | STKL | SUNOPTA INC | $60.3M | 1.98% | 9.3M | Added |
| 18 | MSI | MOTOROLA SOLUTIONS INC | $58.6M | 1.92% | 135,000 | Hold |
| 19 | AESI | ATLAS ENERGY SOLUTIONS INC | $53.6M | 1.76% | 4.1M | Trimmed |
| 20 | EPD | ENTERPRISE PRODUCTS PARTNERS | $52.0M | 1.71% | 1.4M | Hold |
| 21 | AMRIZE LTD | $49.3M | 1.62% | 880,000 | New | |
| 22 | MANU | MANCHESTER UNITED PLC | $49.3M | 1.62% | 2.9M | Added |
| 23 | GEHC | GE HEALTHCARE TECHNOLOGY | $47.7M | 1.56% | 670,000 | Hold |
| 24 | GCI | USA TODAY CO INC | $44.2M | 1.45% | 6.3M | Added |
| 25 | AMZN | AMAZON.COM INC | $35.3M | 1.16% | 169,500 | New |
Source: SEC Form 13F filings · as of 2026-03-31