Leon Cooperman - Omega Advisors

Portfolio

$3.55 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


VERTIV HOLDINGS CO	20.37%		2,157,789	$722.47 M
ROCKET COS INC	9.33%		21,016,600	$331.01 M
ENERGY TRANSFER LP	7.18%		13,320,100	$254.68 M
PELAGOS INSURANCE CAPITAL LT	5.84%	Add 6.60%	8,511,411	$207.25 M
GPGI INC	5.09%	Buy	11,384,508	$180.44 M
MP MATERIALS CORP	4.74%		3,000,000	$168.03 M
APOLLO GLOBAL MANAGEMENT INC	4.46%		1,337,000	$158.18 M
MIRION TECHNOLOGIES INC	4.24%		8,383,441	$150.32 M
ONEMAIN HOLDINGS INC	3.66%	Add 6.23%	2,130,000	$129.87 M
ASHLAND INC	3.52%	Add 11.47%	1,895,000	$124.86 M
WILLSCOT HOLDINGS CORP	3.28%		4,031,016	$116.34 M
LITHIA MOTORS INC	2.78%		340,000	$98.77 M
CAPITAL ONE FINANCIAL CORP	2.57%	Add 22.97%	455,000	$91.28 M
Whitehawk Minerals Corp.	2.56%	Buy	3,261,216	$90.73 M
THE CIGNA GROUP	2.53%		325,000	$89.60 M
GE HEALTHCARE TECHNOLOGY	2.36%	Add 95.45%	1,309,500	$83.82 M
KBR INC	2.07%		2,125,000	$73.38 M
MANCHESTER UNITED PLC	1.90%		2,932,076	$67.23 M
MOTOROLA SOLUTIONS INC	1.58%		135,000	$56.06 M
USA TODAY CO INC	1.51%		6,271,961	$53.63 M
ENTERPRISE PRODUCTS PARTNERS	1.42%		1,373,755	$50.50 M
AMRIZE LTD	1.32%	Buy	880,000	$46.90 M
AMAZON.COM INC	1.14%		169,500	$40.40 M
FINANCE OF AMERICA COS INC	1.00%		1,286,068	$35.39 M
SEA LTD	0.88%		326,058	$31.25 M

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