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Focused investors/Leon Cooperman

Leon Cooperman

As of Q2 2026, Leon Cooperman reported 39 long-equity positions worth $3.55B in aggregate.

Copy-investor backtest

Latest quarter
+0.38%
1-year
+16.23%
3-year
+65.54%
5-year
+72.80%
3-year vs S&P 500
-6.84%
5-year vs S&P 500
-0.88%
5-year top 5
+110.44%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Buys

These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
CMPOGPGI INCNew5.09%11,384,508$180.44M-
WHKWhitehawk Minerals Corp.New2.56%3,261,216$90.73M$27.82-
AMRZAMRIZE LTDNew1.32%880,000$46.9M$53.30$47.80 - $60.13(45%)$55.18 -> $53.37
GEHCGE HEALTHCARE TECHNOLOGYAdd +95.5%2.36%1,309,500$83.82M$64.01$58.75 - $75.95(31%)$71.98 -> $64.01
KZIAKAZIA THERAPEUTICSNew0.02%50,000$704K$14.08-
COFCAPITAL ONE FINANCIAL CORPAdd +23.0%2.57%455,000$91.28M$200.62$174.24 - $210.84(72%)$184.50 -> $200.60
ASHASHLAND INCAdd +11.5%3.52%1,895,000$124.86M$65.89$48.23 - $68.25(88%)$55.44 -> $66.08
FIHLPELAGOS INSURANCE CAPITAL LTAdd +6.6%5.84%8,511,411$207.25M$24.35$18.87 - $24.74(93%)$19.00 -> $24.74
DMACDIAMEDICA THERAPEUTICS INCAdd +70.8%0.68%3,450,000$24.29M$7.04$5.25 - $7.44(82%)$6.42 -> $7.04
OMFONEMAIN HOLDINGS INCAdd +6.2%3.66%2,130,000$129.87M$60.97$51.62 - $62.55(86%)$54.02 -> $60.97
ABRARBOR REALTY TRUST INCAdd +6.7%0.25%1,664,739$9.02M$5.42$4.99 - $8.54(12%)$7.51 -> $5.42