Q2 2026 holdings · 8 filings on record
Leon Cooperman
Omega Family Office
Leon Cooperman retired from Goldman Sachs at the end of 1991, after years as a partner and, from 1989, as chairman and chief executive of Goldman Sachs Asset Management. He founded Omega Advisors that year and ran it as a hedge fund manager until the end of 2018, when he converted it into a family office and returned outside investors' money. He now leads Omega Family Office as chairman and chief executive. The 13F filing tracked here is made in his own name, and because Omega no longer manages outside money, it reflects the family office's own investments.
Context In 2016 the SEC charged Cooperman and Omega Advisors with insider trading, alleging he bought Atlas Pipeline Partners securities using confidential information from a company executive ahead of an asset sale. In 2017 Cooperman settled without admitting or denying the allegations. The court's final judgment required disgorgement, interest and civil penalties, and he and Omega agreed to retain an independent compliance consultant.
AI-written, awaiting an editor · as of Oct 31, 2026 · not from the filings · 5 sources
- CSIS: Leon Cooperman csis.org ↗
- CNBC: Leon Cooperman is converting his hedge fund into a family office cnbc.com ↗
- SEC: Form ADV, Omega Advisors reports.adviserinfo.sec.gov ↗
- SEC: Charges against Leon Cooperman and Omega Advisors sec.gov ↗
- SEC: Final judgment as to Leon G. Cooperman sec.gov ↗
Holdings
On June 30, 2026, Leon Cooperman held 39 positions in US-listed stocks worth $3.5 billion. The ten largest were 68.4% of it.
What this filing cannot show
A 13F is a partial picture. Here is the part that is missing.
It lists long positions in US-listed stocks and options only. Not short positions, cash, ordinary bonds, anything listed only abroad, anything private, or anything bought and sold inside the quarter.
What is a 13F?
A quarterly SEC filing where large investment managers list the long positions in US-listed stocks and options they held at the end of the quarter. It is a snapshot, filed up to 45 days after that date.
Why is this list weeks old?
Managers have 45 days after each quarter ends to file, and most of the funds we track file on the last permitted day. So the newest list still describes where the fund stood weeks ago, and the market has moved since.
What does “behaves like” mean?
How many equal-sized positions would be exactly this concentrated. Ten positions of the same size behave like 10. Ten positions where one holds most of the money behave like fewer than 2. It is 1 divided by the sum of each position’s squared share of the total.
Why are two lines sometimes the same company?
Each line is one security as the manager filed it. Two share classes of one company, or a company’s stock and its convertible notes, are separate lines in the filing, and they stay separate here.
Filing history
8 filings on record.
| Quarter ended | Reported to the SEC | Positions | Source |
|---|---|---|---|
| Jun 30, 2026 | Aug 14, 2026 | 39 | Open the SEC filing ↗ |
| Mar 31, 2026 | May 15, 2026 | 41 | Open the SEC filing ↗ |
| Dec 31, 2025 | Feb 17, 2026 | 40 | Open the SEC filing ↗ |
| Sep 30, 2025 | Nov 14, 2025 | 41 | Open the SEC filing ↗ |
| Jun 30, 2025 | Aug 14, 2025 | 40 | Open the SEC filing ↗ |
| Mar 31, 2025 | May 15, 2025 | 41 | Open the SEC filing ↗ |
| Dec 31, 2024 | Feb 14, 2025 | 45 | Open the SEC filing ↗ |
| Sep 30, 2024 | Nov 14, 2024 | 40 | Open the SEC filing ↗ |
Where a manager later amended a filing, the date shown is the amendment’s. Every filing from this fund at the SEC ↗
⚠️ Public information, sourced from SEC 13F filings. A 13F shows long US-listed positions only; it cannot show shorts, cash, ordinary bonds, foreign lines, or anything bought and sold within the quarter. Values are the manager’s own quarter-end figures, filed up to 45 days later. Not financial advice.