whalstreet

Leon CoopermanvsMairs and Power

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Leon Cooperman
Cooperman Leon G
AUM
$3.0B
Positions
40
Shared %
4.2%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
2.1%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockLeon weightMairs weightLeon valueMairs value
MSI · Motorola Solutions Inc.1.7%1.9%$52M$201M
EPD · Enterprise Prods Partners L1.5%0.0%$44M$276K
GOOGL · Alphabet Inc.0.8%0.2%$23M$16M
464287465 · Ishares Tr0.2%0.0%$6M$1M
922907746 · Vanguard Mun Bd Fds0.0%0.0%$648K$212K
Unique to Leon Cooperman
Top 10 by value held — not in the other's portfolio
StockWeightValue
77311W101 · Rocket Cos Inc.13.5%$407M
VRT · Vertiv Holdings Co.11.6%$350M
ET · Energy Transfer L P7.3%$220M
MIR · Mirion Technologies Inc.6.5%$196M
APO · Apollo Global Mgmt Inc.6.4%$194M
MP · Mp Materials Corp.5.0%$152M
FIHL · Fidelis Insurance Holdings L4.6%$138M
ELV · Elevance Health Inc. Formerly4.0%$120M
LAD · Lithia Mtrs Inc.3.5%$106M
ASH · Ashland Inc.3.3%$100M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
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★ WatchlistData from SEC EDGAR · whalstreet.com