account_balance
Investment manager · 13F filer · SEC CIK 898382
Cooperman Leon G
Reported value$3.55Bas of Jun 30, 2026
Positions39 4 new, 6 sold out
Top 10 weight68.4%VRT alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
20.4%
RKTRocket Cos Inc
9.3%
ETEnergy Transfer LP
7.2%
PLGOPelagos Insurance Capital Lt
5.8%Added +7%
GPGIGpgi Inc
5.1%New
MPMp Materials Corp
4.7%
APOApollo Global Management Inc
4.5%
MIRMirion Technologies Inc
4.2%
OMFOnemain Holdings Inc
3.7%Added +6%
ASHAshland Inc
3.5%Added +11%
WSCWillscot Holdings Corp
3.3%
LADLithia Motors Inc
2.8%
VRTVertiv Holdings Co
20.4%
RKT9.3%ET7.2%PLGO5.8%GPGI5.1%MP4.7%APO4.5%MIR4.2%OMF3.7%ASH3.5%WSC3.3%LAD2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VRT Vertiv Holdings Co 20.4% HeldRKT Rocket Cos Inc 9.3% HeldET Energy Transfer LP 7.2% HeldPLGO Pelagos Insurance Capital Lt 5.8% Added +7%GPGI Gpgi Inc 5.1% NewMP Mp Materials Corp 4.7% HeldAPO Apollo Global Management Inc 4.5% HeldMIR Mirion Technologies Inc 4.2% HeldOMF Onemain Holdings Inc 3.7% Added +6%ASH Ashland Inc 3.5% Added +11%WSC Willscot Holdings Corp 3.3% HeldLAD Lithia Motors Inc 2.8% Held
What changed