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Omega Family Office (Leon Cooperman)

Leon Cooperman

In Q2 2026, Omega Family Office (Leon Cooperman) held 38 US-listed stocks worth $3.5bn. Its biggest move was buying Gpgi (now 5.1% of the portfolio), followed by cutting Sunoco (86% fewer shares, now 0.4%). It started 4 new positions and sold out of 6. Its largest holding is Vertiv Holdings at 20%.

Source: SEC Form 13F for Q2 2026, filed 14 Aug 2026. How we use them

Latest 13F
Q2 2026
Filed 14 Aug 2026
US holdings
$3.5bn
38 companies
See holdings
Q3 2026 13F due
26 days
Expected Mon 16 Nov

What changed in Q2 2026

New positions

Added to

Trimmed

Sold out

Against Q1 2026, by number of shares and adjusted for splits. Up to five of each, largest first; the full list is below.

US holdings from the 13F

Q2 2026, filed 14 Aug 2026 (filing): 4 new, 7 added to, 3 trimmed, 6 sold out. Select a row to see it over time. How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter

Download the Q2 2026 holdings: CSV · JSON · Markdown

How the portfolio has changed

Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions. How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26

07WAVRTETAPOASHGOOGEverything else

2013: Mr Cooper Group 0.0%, Vertiv Holdings 0.0%, Energy Transfer LP 0.0%, Apollo Global Management 0.0%, Ashland 0.0%, Alphabet 0.0%; 2019: Mr Cooper Group 0.0%, Vertiv Holdings 0.0%, Energy Transfer LP 3.4%, Apollo Global Management 0.0%, Ashland 3.1%, Alphabet 7.8%; 2020: Mr Cooper Group 11.2%, Vertiv Holdings 0.0%, Energy Transfer LP 2.9%, Apollo Global Management 0.0%, Ashland 4.6%, Alphabet 7.6%; 2021: Mr Cooper Group 8.9%, Vertiv Holdings 0.0%, Energy Transfer LP 0.0%, Apollo Global Management 0.0%, Ashland 4.7%, Alphabet 8.7%; 2022: Mr Cooper Group 8.1%, Vertiv Holdings 0.0%, Energy Transfer LP 7.4%, Apollo Global Management 7.3%, Ashland 5.8%, Alphabet 5.2%; 2023: Mr Cooper Group 9.5%, Vertiv Holdings 5.4%, Energy Transfer LP 7.9%, Apollo Global Management 7.2%, Ashland 3.9%, Alphabet 4.3%; Q3 ’24: Mr Cooper Group 11.2%, Vertiv Holdings 8.9%, Energy Transfer LP 8.6%, Apollo Global Management 7.4%, Ashland 4.0%, Alphabet 4.6%; Q4 ’24: Mr Cooper Group 10.4%, Vertiv Holdings 9.0%, Energy Transfer LP 9.4%, Apollo Global Management 8.7%, Ashland 3.9%, Alphabet 4.7%; Q1 ’25: Mr Cooper Group 13.7%, Vertiv Holdings 6.2%, Energy Transfer LP 9.7%, Apollo Global Management 7.6%, Ashland 4.0%, Alphabet 4.0%; Q2 ’25: Mr Cooper Group 15.0%, Vertiv Holdings 9.7%, Energy Transfer LP 8.3%, Apollo Global Management 6.7%, Ashland 3.0%, Alphabet 0.0%; Q3 ’25: Mr Cooper Group 18.8%, Vertiv Holdings 10.2%, Energy Transfer LP 7.0%, Apollo Global Management 5.6%, Ashland 0.0%, Alphabet 0.0%; Q4 ’25: Mr Cooper Group 0.0%, Vertiv Holdings 11.6%, Energy Transfer LP 7.3%, Apollo Global Management 6.4%, Ashland 3.3%, Alphabet 0.0%; Q1 ’26: Mr Cooper Group 0.0%, Vertiv Holdings 17.7%, Energy Transfer LP 8.4%, Apollo Global Management 4.9%, Ashland 3.1%, Alphabet 0.0%; Q2 ’26: Mr Cooper Group 0.0%, Vertiv Holdings 20.4%, Energy Transfer LP 7.2%, Apollo Global Management 4.5%, Ashland 3.5%, Alphabet 0.0%
Q2 2026
  1. Vertiv Holdings20.4%
  2. Rocket Companies9.3%
  3. Energy Transfer LP7.2%
  4. Pelagos Insurance Capital Lt5.8%
  5. Gpgi5.1%
  6. MP Materials4.7%
  7. Apollo Global Management4.5%
  8. Mirion Technologies4.2%
  9. Onemain Holdings3.7%
  10. Ashland3.5%
  11. Willscot Holdings3.3%
  12. Lithia Motors2.8%
Q4 2013Q2 2026

Look-through earnings

Omega Family Office (Leon Cooperman)’s share of the profits of the US companies it holds. How this works
For each holding, the fraction of the company it owns times the company’s net income. Look-through earnings explained.
Look-through earnings, Q2 2026
$103m
Last 12 months, holdings with SEC financials
Price paid for those earnings
28.4×
Value of those holdings ÷ their earnings
Earnings per share growth
+15.3%
Same holdings, against a year earlier
Portfolio covered
82%
Of the 13F value
$56.2m2019
−$4.5m2020
$57.8m2021
$54.6m2022
$73.3m2023
$59.7m2024
$71.2m2025
$53.3m2026*
2019: $56.2m; 2020: −$4.5m; 2021: $57.8m; 2022: $54.6m; 2023: $73.3m; 2024: $59.7m; 2025: $71.2m; 2026 (2 quarters): $53.3m

Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.

Look-through earnings by holding, Q2 2026
Pelagos Insurance Capital LtPLGO10.0%$401m$40.1m$4.4m–
Lithia MotorsLAD1.5%$714m$10.8m$3.9m-7.1%
Apollo Global ManagementAPO0.2%$1.8bn$3.9m$3.0m-47.4%
Vertiv HoldingsVRT0.6%$1.7bn$9.5m$2.7m+111.6%
Capital One FinancialCOF0.07%$11bn$7.7m$2.2m–
Cigna GroupCI0.1%$6.4bn$7.9m$2.0m+29.9%
GpgiGPGI3.9%−$316m−$12.3m$2.0m–
Rocket CompaniesRKT0.7%$471m$3.5m$1.7m–
GE HealthCare TechnologiesGEHC0.3%$2.0bn$5.7m$1.6m-10.7%
KBRKBR1.7%$424m$7.1m$1.6m+18.0%
Enterprise Products PartnersEPD0.06%$6.3bn$4.0m$1.2m+7.7%
Willscot HoldingsWSC2.2%−$68.9m−$1.5m$1.0m-163.4%
Amazon.comAMZN0.00%$135bn$2.1m$974k+89.8%
AmrizeAMRZ0.2%$1.2bn$2.0m$760k–
Motorola SolutionsMSI0.08%$2.1bn$1.7m$450k+1.8%
USA TodayTDAY3.2%−$40.3m−$1.3m$295k–
Mirion TechnologiesMIR3.0%$24.5m$747k$235k+116.5%
Finance of America CompaniesFOA7.6%−$338k−$26k$155k–
Arbor Realty TrustABR0.9%$16.3m$142k−$326k–
MP MaterialsMP1.7%−$60.6m−$1.0m−$341k–
Diamedica TherapeuticsDMAC6.4%−$37.5m−$2.4m−$649k–
Onemain HoldingsOMF1.8%$796m$14.5m–+43.6%

Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.

5% stake filings

Holdings of 5% or more of a company (13D and 13G), usually reported well before the next 13F. How this works
Omega Family Office (Leon Cooperman)’s filings since December 2024, newest first. An amendment showing less than 5% means the holding fell below the threshold. A 13D means the holder may seek to influence the company. How to read a 13D.
CompanyOwnsFormFiled
Whitehawk Minerals12.4%13G14 Aug 2026
Pelagos Insurance Capital Lt10.0%13G/A11 Aug 2026
Pelagos Insurance Capital Lt9.9%13G/A11 Aug 2026
Ashland6.4%13G5 Aug 2026
Manchester United5.2%13G/A13 May 2026

US holdings by sector

  • Financials26.4%
  • Technology26.2%
  • Utilities8.6%
  • Industrials6.2%
  • Insurance5.8%
  • Consumer discretionary5.8%
  • Health care5.6%
  • Other4.8%
  • Materials4.7%
  • Energy3.0%
  • Communication and media1.5%
  • Not classified1.3%

Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.

US portfolio value by quarter

$1.9bnQ3 ’23
$2.1bnQ4 ’23
$2.4bnQ1 ’24
$2.4bnQ2 ’24
$2.4bnQ3 ’24
$2.6bnQ4 ’24
$2.5bnQ1 ’25
$2.8bnQ2 ’25
$3.2bnQ3 ’25
$3.0bnQ4 ’25
$3.0bnQ1 ’26
$3.5bnQ2 ’26
Q3 ’23: $1.9bn; Q4 ’23: $2.1bn; Q1 ’24: $2.4bn; Q2 ’24: $2.4bn; Q3 ’24: $2.4bn; Q4 ’24: $2.6bn; Q1 ’25: $2.5bn; Q2 ’25: $2.8bn; Q3 ’25: $3.2bn; Q4 ’25: $3.0bn; Q1 ’26: $3.0bn; Q2 ’26: $3.5bn

From each quarter’s 13F. Changes reflect both trading and share-price moves.