Investment Overview - Leon Cooperman, a billionaire hedge fund manager, manages over 3billionwith47differentstocksinhisportfolioasof2025[2][3]LargestStockInvestments−ThefivelargeststockinvestmentsbyCoopermanare:−Mr.CooperGroup(COOP):275 million investment, 4.47% ownership [3] - Energy Transfer LP (ET): 248millioninvestment,0.37239 million investment, 0.56% ownership [3] - Apollo Global Management (APO): 229millioninvestment,0.25135 million investment, 2.18% ownership [3] Portfolio Characteristics - Cooperman's portfolio is noted for lacking typical high-profile stocks, with only one of the "Magnificent Seven" stocks, Alphabet, included [4] - The portfolio features relatively few household names, indicating a unique investment strategy [4] Company Descriptions - Mr. Cooper Group is a major player in the mortgage servicing industry [5] - Energy Transfer is involved in natural gas transportation and energy storage, offering a 6.8% dividend yield and has a market capitalization of 65billion[5]−Vertivprovidesessentialpower,cooling,andITinfrastructureservices[5]−ApolloGlobalManagementisanalternativeassetmanagerwithover500 billion in assets under management [5] - WillScot Mobile Mini offers mobile storage solutions and modular buildings primarily for businesses [5]
Apollo Management(APO) The Motley Fool·2025-03-12 12:11