COOPERMAN LEON G

CIK 0000898382 · Q2 2026

13F Equity AUM

$3.5B

+16.4% QoQ

Positions

-1 QoQ

AUM Rank

#1,073

Top 12%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,133 · Top 50%

vs S&P -1.0%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 47.8%Top 10: 68.4%Top 20: 91.6%

VRT20.4%

RKT9.3%

ET7.2%

PELAGOS INSURANCE CAPITAL LT5.8%

GPGI5.1%

MP4.7%

APO4.5%

MIR4.2%

OMF3.7%

ASH3.5%

Others (29)31.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials35.0%

Financial Services22.3%

Basic Materials9.6%

Energy9.0%

Unclassified8.4%

Healthcare5.6%

Consumer Cyclical4.8%

Communication Services3.4%

Other1.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 39Median: 1.51%Avg: 2.56%

0–0.5%

12(1.2%)

0.5–1%

4(3.4%)

1–3%

12(23.7%)

3–5%

6(23.9%)

5%+

5(47.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 39vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased7Decreased3Exited6

New Positions

GPGI5.1%

+11.4M

Whitehawk Minerals C…2.6%

+3.3M

AMRZ1.3%

+880K

KZIA0.0%

+50K

Increased

DMAC0.7%

+1.4M(+71%)

GEHC2.4%

+640K(+95%)

PELAGOS INSURANCE CA…5.8%

+527K(+7%)

ASH3.5%

+195K(+11%)

OMF3.7%

+125K(+6%)

ABR0.3%

+105K(+7%)

COF2.6%

+85K(+23%)

Decreased

SUN0.4%

-1,394,006(-86%)

FLCA0.0%

-3,228(-56%)

VOO0.8%

-702(-2%)

Exited

ELV

-227,900

SOY

-9,300,000

AESI

-4,083,175

AMRIZE LTD

-880,000

GOOGL

-75,000

HSPTU

-1,100

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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