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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Leon Cooperman (Omega Family Office)
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  • Portfolio40
  • Performance33Q
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Family Office · CIK 0000898382

Leon Cooperman

Omega Family Office
Share
  • Mid-Size Fund

Leon Cooperman runs Omega Family Office, a family office overseeing $3.01B in disclosed equity holdings (SEC CIK 0000898382). The latest portfolio (2025Q4) discloses 40 positions across 10 sectors, with the largest positions in RKT, VRT and ET. On a mark-to-market basis the tracked portfolio has returned 30.8% over the past year. OpenStocks tracks 33 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Leon's filingsView holdings↓
Portfolio
$3.01B
Positions
40
Quarter
2025Q4
Filings tracked
33
1Y+30.8%Since filing+157.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
1-YearTWR
+30.79%
since 2024Q4
3-YearTWR
+136.35%
since 2022Q4
5-YearTWR
+181.80%
since 2020Q4
10-Yearbacktest
+158.71%
since 2016-04-21

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Leon Cooperman (Omega Family Office)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Leon’s portfolio is 30.8% over the last 12 months · 157.8% since 2013Q2.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Leon Cooperman
+120.8%
SPY
+69.5%
Alpha
+51.3pp
651372102823542021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$203.02B+$101.51B$0-$101.51B-$203.02B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$174M
Lifetime buys
$225.55B
Lifetime sells
$318.63B
Portfolio over time
AUMPositions
$0$626.73B$1.25T$1.90T5640'22Q1'23Q4'25Q4
QoQ AUM
-5.9%
16Q lifetime AUM
-99.8%
QoQ positions
-1
16Q lifetime positions
-13
Position concentration
45 positions
Top 1
10%
of book
  • Top 110%$274.6M07WA
  • Top 2-532%$850.5MET, VRT, APO
  • Top 6-1021%$565.7MGOOGL, MIR, LAD
  • Top 11-2025%$649.6MKBR, RRX, FISV
  • Rest11%$301.8MSTKL, EPD, SE