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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COF CAPITAL ONE FINANCIAL CORP Financial Services 370,000.0 $67.5M 2.21% NEW $182.43 +1.8%
2 AMRIZE LTD 880,000.0 $49.3M 1.62% NEW $56.02
3 AMZN AMAZON.COM INC Consumer Cyclical 169,500.0 $35.3M 1.16% NEW $208.27 +26.8%
4 HORIZON SPACE ACQUISITION II 1,100.0 $242.0 NEW $0.22

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%