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Leon Cooperman

Leon Cooperman

Founder & Chairman — Cooperman Capital
Value Investing GARP Income Equity Research
AUM (13F)
$3.01B
Positions
40
Latest Filing
Feb 17, 2026
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Fund Founded
1991
Style
Value / GARP
Typical Positions
30–50
Net Worth
$2.5B+
Biography

Leon Cooperman grew up in the South Bronx and put himself through Columbia University, where he later earned his MBA. He spent 25 years at Goldman Sachs, becoming head of equity research and then running Goldman Sachs Asset Management, before leaving in 1991 to found Omega Advisors. His fund became one of the most respected on Wall Street over the following decades, known for rigorous fundamental analysis and a growth-at-a-reasonable-price philosophy.

Cooperman converted Omega to a family office in 2018 after settling insider trading charges with the SEC — charges he contested publicly and vigorously. He is known as one of Wall Street's most outspoken personalities, a frequent CNBC commentator, and a vocal critic of wealth taxes. He signed the Giving Pledge, committing to donate the majority of his wealth to charity. He continues to manage his personal capital with the same disciplined approach he applied at Omega.

Investment Philosophy

I am a bottom-up stock picker. I look for companies with strong earnings momentum, good management, and reasonable valuations. The macro environment matters, but it doesn't drive individual security selection.

— Leon Cooperman, Cooperman Capital
Notable Trades
WIN
Financial crisis recovery (2009)
Aggressively bought discounted financials and industrials at the market bottom, generating strong returns as the economy recovered.
WIN
Energy stocks (various cycles)
Cooperman has repeatedly made money in energy stocks, buying when sector sentiment is poor and valuations are depressed.
WIN
Alphabet / Google (long-term)
Has been a long-term holder of Alphabet, viewing it as a dominant business trading at reasonable valuations relative to growth.
LOSS
Atlas Resource Partners
A natural gas MLP position that went poorly as energy prices collapsed and the company faced financial difficulties.
CURRENT
Diversified value / income
Cooperman's family office holds a diversified mix of value-oriented equities and income-generating positions across sectors.
Top Holdings — Cooperman Capital
Top 5 Holdings · Q4 2025 Filed Feb 17, 2026
1
ROCKET COS INC
13.5%
2
VERTIV HOLDINGS CO
11.6%
3
ENERGY TRANSFER LP
7.3%
4
MIRION TECHNOLOGIES INC
6.5%
5
APOLLO GLOBAL MANAGEMENT INC
6.4%