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Portfolio (Quarterly) Guide ↗

COOPERMAN LEON G

· CIK 0000898382
13F Portfolio $3.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MANU MANCHESTER UNITED PLC Communication Services 2,922,076.0 $46.5M 1.54% NEW $15.92 +23.0%
22 EPD ENTERPRISE PRODUCTS PARTNERS Energy 1,373,755.0 $44.0M 1.46% NEW $32.06 +22.4%
23 SE SEA LTD Consumer Cyclical 326,058.0 $41.6M 1.38% NEW $127.57 -30.8%
24 STKL SUNOPTA INC Consumer Defensive 9,053,300.0 $34.4M 1.14% NEW $3.80 +71.1%
25 TDAY USA TODAY CO INC Communication Services 6,164,811.0 $31.7M 1.05% NEW $5.15 +41.2%
26 FOA FINANCE OF AMERICA COS INC Financial Services 1,286,040.0 $31.1M 1.03% NEW $24.21 -18.2%
27 OXY OCCIDENTAL PETROLEUM CORP Energy 700,000.0 $28.8M 0.95% NEW $41.12 +38.2%
28 VOO VANGUARD INDEX FDS 43,593.0 $27.3M 0.91% NEW $627.13 +8.3%
29 GOOGL ALPHABET INC Communication Services 75,000.0 $23.5M 0.78% NEW $313.00 +28.1%
30 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 2,020,000.0 $16.1M 0.53% NEW $7.96 -20.1%
31 ABR ARBOR REALTY TRUST INC Real Estate 1,560,000.0 $12.1M 0.40% NEW $7.76 -25.4%
32 EFA ISHARES TR 57,453.0 $5.5M 0.18% NEW $96.03 +5.9%
33 IEUR ISHARES TR 38,388.0 $2.7M 0.09% NEW $70.98 +3.2%
34 VGK VANGUARD INTL EQUITY INDEX F 24,693.0 $2.1M 0.07% NEW $83.61 +2.6%
35 VGIT VANGUARD SCOTTSDALE FDS 25,028.0 $1.5M 0.05% NEW $59.93 -2.2%
36 EWJ ISHARES INC 14,305.0 $1.2M 0.04% NEW $80.74 +12.8%
37 EWC ISHARES INC 12,531.0 $676K 0.02% NEW $53.93 +6.5%
38 VTEB VANGUARD MUN BD FDS 12,876.0 $648K 0.02% NEW $50.29 -0.9%
39 EPP ISHARES INC 7,610.0 $384K 0.01% NEW $50.47 +9.0%
40 FLCA FRANKLIN TEMPLETON ETF TR 5,750.0 $278K 0.01% NEW $48.30 +6.3%
Page 2 of 2  ·  40 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 28.9%
Financial Services 24.4%
Energy 15.3%
Healthcare 10.0%
Basic Materials 9.0%
Consumer Cyclical 5.3%
Communication Services 3.7%
Technology 1.9%
Consumer Defensive 1.2%
Real Estate 0.4%