StockDriftsStockDriftsTop 40 Cooperman Leon G Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 17.74% | 2.16M | $540.7M | +0.00%(+0) | $19.27(+1459.35%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 9.83% | 21.02M | $299.5M | +0.00%(+0) | $19.37(-18.59%) | 2026-03-31 | |
| ET | ENERGY TRANSFER LP | 8.43% | 13.32M | $257.1M | +0.00%(+0) | $12.09(+59.82%) | 2026-03-31 | |
| MIR | MIRION TECHNOLOGIES INC | 5.11% | 8.38M | $155.8M | +0.00%(+0) | $10.98(+58.23%) | 2026-03-31 | |
| FIHL | FIDELIS INSURANCE HOLDINGS L | 5.01% | 7.98M | $152.6M | +13.39%(+942.60K) | $16.69(+48.27%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MANAGEMENT INC | 4.89% | 1.34M | $149.0M | +0.00%(+0) | $67.21(+76.48%) | 2026-03-31 | |
| MP | MP MATERIALS CORP | 4.75% | 3.00M | $144.8M | +0.00%(+0) | $19.80(+169.25%) | 2026-03-31 | |
| OMF | ONEMAIN HOLDINGS INC | 3.52% | 2.00M | $107.2M | +186.43%(+1.30M) | $56.67(+5.00%) | 2026-03-31 | |
| SUN | SUNOCO LP | 3.45% | 1.62M | $105.3M | +0.00%(+0) | $55.68(+22.63%) | 2026-03-31 | |
| ASH | ASHLAND INC | 3.1% | 1.70M | $94.5M | +0.00%(+0) | $79.12(-15.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.80% | +15.11% |
| Top 20 Holdings Unweighted | +5.82% | +18.50% |
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