# Omega Family Office (Leon Cooperman): Q2 2026 13F holdings

Leon Cooperman’s Omega Family Office (Leon Cooperman): $3.5bn in 38 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/898382/000094562126001056/0000945621-26-001056-index.htm)). $3.5bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Vertiv Holdings (VRT) | $722m | 20.4% | Unchanged | 17.7% |
| Rocket Companies (RKT) | $331m | 9.3% | Unchanged | 9.8% |
| Energy Transfer LP (ET) | $255m | 7.2% | Unchanged | 8.4% |
| Pelagos Insurance Capital Lt (PLGO) | $207m | 5.8% | Added +6.6% | 5.0% |
| Gpgi (GPGI) | $180m | 5.1% | New | – |
| MP Materials (MP) | $168m | 4.7% | Unchanged | 4.8% |
| Apollo Global Management (APO) | $158m | 4.5% | Unchanged | 4.9% |
| Mirion Technologies (MIR) | $150m | 4.2% | Unchanged | 5.1% |
| Onemain Holdings (OMF) | $130m | 3.7% | Added +6.2% | 3.5% |
| Ashland (ASH) | $125m | 3.5% | Added +12% | 3.1% |
| Willscot Holdings (WSC) | $116m | 3.3% | Unchanged | 2.3% |
| Lithia Motors (LAD) | $98.8m | 2.8% | Unchanged | 2.8% |
| Capital One Financial (COF) | $91.3m | 2.6% | Added +23% | 2.2% |
| Whitehawk Minerals (WHK) | $90.7m | 2.6% | New | – |
| Cigna Group (CI) | $89.6m | 2.5% | Unchanged | 2.8% |
| GE HealthCare Technologies (GEHC) | $83.8m | 2.4% | Added +95% | 1.6% |
| KBR (KBR) | $73.4m | 2.1% | Unchanged | 2.6% |
| Manchester United (MANU) | $67.2m | 1.9% | Unchanged | 1.6% |
| Motorola Solutions (MSI) | $56.1m | 1.6% | Unchanged | 1.9% |
| USA Today (TDAY) | $53.6m | 1.5% | Unchanged | 1.4% |
| Enterprise Products Partners (EPD) | $50.5m | 1.4% | Unchanged | 1.7% |
| Amrize (AMRZ) | $46.9m | 1.3% | New | – |
| Amazon.com (AMZN) | $40.4m | 1.1% | Unchanged | 1.2% |
| Finance of America Companies (FOA) | $35.4m | 1.0% | Unchanged | 0.7% |
| Sea (SE) | $31.2m | 0.9% | Unchanged | 0.9% |
| Vanguard Index Fds (VOO) | $29.5m | 0.8% | Trimmed -1.6% | 0.8% |
| Diamedica Therapeutics (DMAC) | $24.3m | 0.7% | Added +71% | 0.5% |
| Sunoco (SUN) | $15.3m | 0.4% | Trimmed -86% | 3.5% |
| Arbor Realty Trust (ABR) | $9.0m | 0.3% | Added +6.7% | 0.4% |
| Ishares Tr (EFA) | $6.0m | 0.2% | Unchanged | 0.2% |
| Ishares Tr (IEUR) | $2.9m | 0.1% | Unchanged | 0.1% |
| Vanguard International Equity Index F (VT) | $2.2m | 0.1% | Unchanged | 0.1% |
| Ishares (IEMG) | $1.9m | 0.1% | Unchanged | 0.1% |
| Vanguard Scottsdale Fds (VGSH) | $1.5m | 0.0% | Unchanged | 0.1% |
| Ishares (EWC) | $1.1m | 0.0% | Unchanged | 0.0% |
| Kazia Therapeutics (KZIA) | $704k | 0.0% | New | – |
| Vanguard Mun Bd Fds (VTEB) | $651k | 0.0% | Unchanged | 0.0% |
| Franklin Templeton Etf Tr (FLCA) | $130k | 0.0% | Trimmed -56% | 0.0% |
| Elevance Health (ELV) | – | – | Sold out | 2.2% |
| Sunopta (STKL) | – | – | Sold out | 2.0% |
| Atlas Energy Solutions (AESI) | – | – | Sold out | 1.8% |
| Amrize | – | – | Sold out | 1.6% |
| Alphabet (GOOG) | – | – | Sold out | 0.7% |
| Horizon Space Acquisition II | – | – | Sold out | 0.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/omega-family-office-leon-cooperman). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.