Leon Cooperman discloses updated portfolio positions in 13F filing: Increased MIR WSC MANU ET MANU EPD, Exited DVN LVS PARA KBR
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- Increased positions in: MIR (to 8.03 mln from 8 mln), WSC (to 3.65 mln from 3.61 mln), FIHL (to 3.5 mln from 2.75 mln), GCI (to 4.7 mln from 4 mln), MANU (to 2.5 mln from 2.1 mln), ET (to 12.7 mln from 12.3 mln), EPD (to 1.19 mln from 0.9 mln), OMF (to 0.3 mln from 0.06 mln), STKL (to 5.5 mln from 5.3 mln), ADT (to 6.38 mln from 6.2 mln), DMAC (to 1.5 mln from 1.4 mln), MP (3.5 mln from 3.4 mln)
- Maintained positions in: COOP (2.86 mln shares), VRT (2.1 mln), RRX (700K), GOOGL (650K), FI (480K), LAD (416K), MSFT (106K), MSI (100K)
- Closed positions in: DVN (from 2.2 mln), LVS (from 1.5 mln), PARA (from 1025K), KBR (from 800K), PHX (from 312K), PNST (from 69K), EFA (from 61K), IEUR (from 38K)
- Decreased positions in: DTM (to 0.44 mln shares from 0.63 mln shares), COMM (to 0.07 mln from 0.27 mln), APO (to 1.39 mln from 1.53 mln), CI (to 0.24 mln from 0.27 mln)