Fund HoldingsCOOPERMAN LEON G

Total Portfolio Value
$2.40B
Total Bought
$153.28M
Total Sold
$126.08M
Net Transaction
+$27.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)2,350,0002,100,000-250,000112,871171,5077.15%+58,637
MR COOPER GROUP INC3,054,0003,054,0000198,876238,0599.92%+39,183
KBR INC(KBR)0550,000+550,000035,0131.46%+35,013
APOLLO GLOBAL MANAGEMENT INC(APO)1,625,0001,625,0000151,434182,7317.61%+31,298
ENERGY TRANSFER LP(ET)12,060,30012,060,3000166,432189,7097.90%+23,276
VANGUARD INDEX FDS045,173+45,173021,7150.90%+21,715
ADT INC(ADT)3,100,0006,150,000+3,050,00021,14241,3281.72%+20,186
REGAL REXNORD CORP(RRX)600,000600,000088,812108,0604.50%+19,248
THE CIGNA GROUP(CI)270,655270,655081,04898,2994.10%+17,252
ASHLAND INC(ASH)960,065982,047+21,98280,94395,6223.98%+14,679
FIDELIS INSURANCE HOLDINGS L
COM
1,966,3582,012,523+46,16524,91439,2041.63%+14,290
FISERV INC(FISV)480,000480,000063,76376,7143.20%+12,950
SEA LTD(SE)0240,000+240,000012,8900.54%+12,890
MICROSOFT CORP(MSFT)245,705245,705092,395103,3734.31%+10,978
DEVON ENERGY CORP(DVN)2,200,0002,200,000099,660110,3964.60%+10,736
MIRION TECHNOLOGIES INC(MIR)7,513,4007,513,400077,01285,4273.56%+8,415
LAS VEGAS SANDS CORP(LVS)1,220,0001,310,000+90,00060,03667,7272.82%+7,691
ALPHABET INC(GOOG)650,000650,000090,79998,1054.09%+7,306
SUNOPTA INC
COM
4,985,0004,985,000027,26834,2471.43%+6,979
ELEVANCE HEALTH INC(ELV)130,000130,000061,30367,4102.81%+6,107
WILLSCOT MOBILE MINI HOLDING(WSC)2,987,5002,987,5000132,944138,9195.79%+5,975
DT MIDSTREAM INC(DTM)600,000634,770+34,77032,88038,7841.62%+5,904
MOTOROLA SOLUTIONS INC(MSI)100,000100,000031,30935,4981.48%+4,189
CITIGROUP INC(C)300,000300,000015,43218,9720.79%+3,540
ENTERPRISE PRODUCTS PARTNERS(EPD)916,535916,535024,15126,7441.11%+2,594
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
025,029+25,02901,4650.06%+1,465
GANNETT CO INC(TDAY)3,849,3933,969,393+120,0008,8549,6850.40%+832
VANGUARD INTL EQUITY INDEX F20,16224,693+4,5311,3001,6630.07%+363
ISHARES TR60,93760,93704,5924,8660.20%+275
ONEMAIN HOLDINGS INC(OMF)62,82462,82403,0913,2100.13%+119
ISHARES TR
CORE MSCI EURO
38,38838,38802,1122,2210.09%+109
ISHARES INC
MSCI JAPAN ETF
14,30514,30509181,0210.04%+103
MADISON SQUARE GARDEN SPORTS(MSGS)20,00020,00003,6373,6900.15%+54
ISHARES INC3,3293,32904434820.02%+40
PHX MINERALS INC08,950+8,9500310.00%+31
ISHARES INC12,53112,53104604800.02%+20
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
5,7505,75001911990.01%+8
BLUE OWL CAPITAL CORP(OBDC)12,00012,00001771850.01%+7
BARINGS BDC INC(BBDC)2,6432,643023250.00%+2
AES CORP(AES)900900017160.00%-1
ISHARES INC7,6107,61003303260.01%-5
VANGUARD MUN BD FDS12,87612,87606576520.03%-6
CRESCENT CAPITAL BDC INC400,377400,37706,9596,9110.29%-48
DIAMEDICA THERAPEUTICS INC883,623883,62302,5092,4480.10%-62
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
5,7250-5,7253400-340
COMMSCOPE HOLDING CO INC(VISN)265,710265,71007493480.01%-401
SCHWAB STRATEGIC TR13,8640-13,8646720-672
ELLINGTON FINANCIAL INC(EFC)275,000150,000-125,0003,4951,7720.07%-1,724
FINANCE OF AMERICA COS INC6,000,0006,000,00006,6004,4110.18%-2,189
ARBOR REALTY TRUST INC2,381,1942,381,194036,14731,5511.31%-4,596
MANCHESTER UNITED PLC
ORD CL A
1,558,0981,912,495+354,39731,75426,6981.11%-5,056
LITHIA MOTORS INC(LAD)416,085416,0850137,008125,1835.22%-11,825
MP MATERIALS CORP(MP)2,392,2002,400,000+7,80047,48534,3201.43%-13,165
VANGUARD INDEX FDS45,1730-45,17319,7320-19,732
PIONEER NATURAL RESOURCES CO200,0000-200,00044,9760-44,976
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