Pricing

COOPERMAN LEON G

3 followers ยท
BOCA RATON FL Investment Advisor Billionaires Group Hedge Fund
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Cooperman Leon G is based out of Boca Raton and is run by Leon Cooperman. Cooperman Leon G is a hedge fund with 7 clients and discretionary assets under management (AUM) of $4,372,950,123 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2023 included $2,100,649,188 in managed 13F securities and a top 10 holdings concentration of 60.52%. Cooperman Leon G's largest holding is Mr Cooper Group Inc with shares held of 3,054,000. Whalewisdom has at least 97 13F filings, 33 13D filings, 266 13G filings, and 20 Form 4 filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
COOP Mr Cooper Group Inc 9.47%
ET Energy Transfer Equi 7.92%
APO Apollo Global Manage 7.21%
LAD Lithia Motors Inc, C 6.52%
WSC WillScot Corp 6.33%

2023-12-31

13F Activity

Market Value $2.10b, Prior: $1.91b
New Purchases 1 stocks
Added To 19 stocks
Sold out of 5 stocks
Reduced holdings in 6 stocks
Top 10 Holdings % 60.52%
Turnover %[1] 12%
Turnover Alt %[2] 3.37%
Time Held Top 20 2.75 quarters
Time Held Top 10 2.5 quarters
Time Held All 2.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance