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Portfolio (Quarterly) Guide ↗

COOPERMAN LEON G

· CIK 0000898382
13F Portfolio $3.5B AUM 39 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 4 New 7 Added 3 Reduced 6 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EPD ENTERPRISE PRODUCTS PARTNERS 1,373,755.0 $50.5M 1.42% $36.76
22 AMRIZE LTD 880,000.0 $46.9M 1.32% NEW $53.30
23 AMZN AMAZON.COM INC Consumer Cyclical 169,500.0 $40.4M 1.14% $238.34 +9.2%
24 FOA FINANCE OF AMERICA COS INC Financial Services 1,286,068.0 $35.4M 1.00% $27.52 -31.4%
25 SE SEA LTD Consumer Cyclical 326,058.0 $31.2M 0.88% $95.83 +24.3%
26 VOO VANGUARD INDEX FDS 42,891.0 $29.5M 0.83% -702.0 -1.6% $686.81 +2.5%
27 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 3,450,000.0 $24.3M 0.69% +1.4M +70.8% $7.04 -4.8%
28 SUN SUNOCO LP Energy 225,994.0 $15.3M 0.43% -1.4M -86.0% $67.50 +11.3%
29 ABR ARBOR REALTY TRUST INC Real Estate 1,664,739.0 $9.0M 0.25% +105K +6.7% $5.42 -6.6%
30 EFA ISHARES TR 57,453.0 $6.0M 0.17% $103.88 +4.2%
31 IEUR ISHARES TR 38,388.0 $2.9M 0.08% $75.17 +4.4%
32 VGK VANGUARD INTL EQUITY INDEX F 24,693.0 $2.2M 0.06% $88.54 +4.7%
33 EWJ ISHARES INC 20,315.0 $1.9M 0.05% $93.27 +2.3%
34 VGIT VANGUARD SCOTTSDALE FDS 25,028.0 $1.5M 0.04% $58.98 -0.8%
35 EWC ISHARES INC 12,531.0 $722K 0.02% $57.64 +8.0%
36 KZIA KAZIA THERAPEUTICS Healthcare 50,000.0 $704K 0.02% NEW $14.08 +3.7%
37 VTEB VANGUARD MUN BD FDS 12,876.0 $651K 0.02% $50.58 -2.1%
38 EPP ISHARES INC 7,610.0 $405K 0.01% $53.26 +8.9%
39 FLCA FRANKLIN TEMPLETON ETF TR 2,522.0 $130K 0.00% -3K -56.1% $51.47 +7.8%
Page 2 of 2  ·  39 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 42.2%
Financial Services 19.9%
Basic Materials 9.9%
Energy 9.2%
Healthcare 6.7%
Consumer Cyclical 5.8%
Communication Services 4.1%
Technology 1.9%
Real Estate 0.3%