Leon Cooperman's Strategic Moves: Exiting Arbor Realty Trust Inc with a -1.27% Impact

GuruFocus News

Thu, May 15, 2025, 10:04 AM 2 min read

• Warning! GuruFocus has detected 9 Warning Signs with COOP.

Leon Cooperman (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Prior to founding Omega Advisors, Leon Cooperman (Trades, Portfolio) graduated from Columbia University and worked arsenic CEO and Chairman of Goldman Sachs Asset Management. Cooperman converted his hedge money into a household bureau successful 2018. Leon Cooperman (Trades, Portfolio) combines his macro presumption and cardinal valuation successful his investing strategy. While helium does effort to foretell the marketplace direction, Cooperman besides pays adjacent attraction to marketplace valuations.

Leon Cooperman (Trades, Portfolio) added a full of 1 stock, among them:

• The astir important summation was Sunoco LP (NYSE:SUN), with 285,000 shares, accounting for 0.66% of the portfolio and a full worth of $16.55 million.

Leon Cooperman (Trades, Portfolio) besides accrued stakes successful a full of 12 stocks, among them:

• The astir notable summation was OneMain Holdings Inc (NYSE:OMF), with an further 580,000 shares, bringing the full to 889,000 shares. This accommodation represents a important 187.7% summation successful stock count, a 1.14% interaction connected the existent portfolio, and a full worth of $43,454,320.

• The 2nd largest summation was Regal Rexnord Corp (NYSE:RRX), with an further 190,365 shares, bringing the full to 725,766. This accommodation represents a important 35.56% summation successful stock count, with a full worth of $82,628,460.

Leon Cooperman (Trades, Portfolio) wholly exited 6 of the holdings successful the archetypal 4th of 2025, arsenic elaborate below:

• Arbor Realty Trust Inc (NYSE:ABR): Leon Cooperman (Trades, Portfolio) sold each 2,421,194 shares, resulting successful a -1.27% interaction connected the portfolio.

• ADT Inc (NYSE:ADT): Leon Cooperman (Trades, Portfolio) liquidated each 4,300,000 shares, causing a -1.12% interaction connected the portfolio.

At the archetypal 4th of 2025, Leon Cooperman (Trades, Portfolio)'s portfolio included 40 stocks. The apical holdings included 13.71% successful Mr. Cooper Group Inc (NASDAQ:COOP), 9.69% successful Energy Transfer LP (NYSE:ET), 7.61% successful Apollo Global Management Inc (NYSE:APO), 6.24% successful Vertiv Holdings Co (NYSE:VRT), and 4.85% successful Elevance Health Inc (NYSE:ELV).

The holdings are chiefly concentrated successful 9 of each the 11 industries: Financial Services, Industrials, Energy, Healthcare, Consumer Cyclical, Basic Materials, Technology, Communication Services, and Consumer Defensive.