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Portfolio (Quarterly) Guide ↗

COOPERMAN LEON G

· CIK 0000898382
13F Portfolio $3.0B AUM 41 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 6 Added 2 Reduced 3 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MANU MANCHESTER UNITED PLC Communication Services 2,932,076.0 $49.3M 1.62% $16.82 +15.3%
22 AMRIZE LTD 880,000.0 $49.3M 1.62% NEW $56.02
23 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 670,000.0 $47.7M 1.56% $71.18 -14.2%
24 TDAY USA TODAY CO INC Communication Services 6,271,961.0 $44.2M 1.45% +107K +1.7% $7.05 +5.8%
25 AMZN AMAZON.COM INC Consumer Cyclical 169,500.0 $35.3M 1.16% NEW $208.27 +26.7%
26 SE SEA LTD Consumer Cyclical 326,058.0 $27.0M 0.89% $82.81 +8.0%
27 VOO VANGUARD INDEX FDS 43,593.0 $26.0M 0.85% $597.55 +13.6%
28 GOOGL ALPHABET INC Communication Services 75,000.0 $21.6M 0.71% $287.56 +38.4%
29 FOA FINANCE OF AMERICA COS INC Financial Services 1,286,068.0 $21.3M 0.70% $16.60 +17.8%
30 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 2,020,000.0 $13.7M 0.45% $6.77 -11.5%
31 ABR ARBOR REALTY TRUST INC Real Estate 1,560,000.0 $12.0M 0.40% $7.71 -23.7%
32 EFA ISHARES TR 57,453.0 $5.6M 0.18% $97.13 +5.5%
33 IEUR ISHARES TR 38,388.0 $2.7M 0.09% $70.27 +5.3%
34 VGK VANGUARD INTL EQUITY INDEX F 24,693.0 $2.0M 0.07% $82.43 +5.2%
35 EWJ ISHARES INC 20,315.0 $1.7M 0.06% +6K +42.0% $84.44 +7.8%
36 VGIT VANGUARD SCOTTSDALE FDS 25,028.0 $1.5M 0.05% $59.55 -1.5%
37 EWC ISHARES INC 12,531.0 $687K 0.02% $54.79 +4.9%
38 VTEB VANGUARD MUN BD FDS 12,876.0 $642K 0.02% $49.89 -0.1%
39 EPP ISHARES INC 7,610.0 $404K 0.01% $53.14 +3.7%
40 FLCA FRANKLIN TEMPLETON ETF TR 5,750.0 $281K 0.01% $48.94 +5.2%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.1%
Financial Services 23.0%
Energy 16.7%
Basic Materials 8.5%
Healthcare 7.7%
Consumer Cyclical 5.2%
Communication Services 4.1%
Technology 2.1%
Consumer Defensive 2.1%
Real Estate 0.4%