Leon Cooperman Portfolio Analysis (December 31, 2021)

Famous superinvestor, Leon Cooperman, revealed in a recent regulatory filing his newest positions.  In Leon Cooperman portfolio 2021 analysis, we will go into more detail about top 5 stocks this superinvestor had as of December 31, 2021.

Cooperman manages his investments via his fund, Leon Cooperman, which holds about $2.0 billion according to the latest available 13F filling. Click here for the latest available 13F filling.

The most notable stocks in Leon Cooperman’s Q4 portfolio include Mr Cooper Group Inc, Alphabet Inc, Athene Holding Ltd, Devon Energy Corp and Fiserv Inc. In addition to others mentioned in detail below.

We used the Q4 portfolio of Leon Cooperman’s Leon Cooperman to select his top 5 value stocks. We ranked the securities according to Cooperman’s stake value in each holding.

Summary

• Leon Cooperman’s top 5 securities make up 35.7% of the entire portfolio.
• Leon Cooperman owns position in 56 holdings, managing approximately $2.0 billion.
• Mr Cooper Group Inc, Cooperman’s largest holding, makes up 8.9% of the total portfolio.

Mr Cooper Group Inc (COOP)

Leon Cooperman’s stake value: $176.8 Million

Percentage of Leon Cooperman’s 13F Portfolio: 8.9%

Mr. Cooper Group Inc does business in Finance and Insurance sector and has 9800 employees. Current CEO is Jay Bray.

As of February 16, 2022 Mr Cooper Group Inc had a market cap of $3.818 Million. Analysts predicted 1 year target price of $59.14 that exceeds the current price of $51.63 for 14.5%. Trailing twelve months P/E ratio is currently 3.23 making it much cheaper stock than the rest of the S&P500 index. Looking at revenue, Mr Cooper Group Inc generated significant amount of revenue, $2733 million in 2020, surging by 36.2% in comparison to 2019 when it was $2007 million. Net income was much higher than previous year, increasing by 11.3% in 2020 coming up to $305.0 million. Lastly, the profit margin, according to the last 10-F stands at 11.2%, has significantly deteriorated in comparison to the company’s previous years of operation.

Mr. Cooper Group Inc. provides quality servicing, origination and transaction-based services related principally to single-family residences.

Alphabet Inc (GOOGL)

Leon Cooperman’s stake value: $173.8 Million

Percentage of Leon Cooperman’s 13F Portfolio: 8.7%

Alphabet Inc does business in Information sector and has 135301 employees. Current CEO is Sundar Pichai.

As of February 16, 2022 Alphabet Inc had a market cap of $1.818T Million. Analysts predicted 1 year target price of $3454.77 that exceeds the current price of $2732.93 for 26.4%. Trailing twelve months P/E ratio is currently 24.54 making it a slightly cheaper stock than the rest of the S&P500 index. Looking at revenue, Alphabet Inc generated significant amount of revenue, $257637 million in 2021, surging by 41.2% in comparison to 2020 when it was $182527 million. Net income surged according to the latest fillings, jumping in 2021 by around 88.8% adding up to total of $76033.0 million. Further, in 2021, the net profit margin, was at 29.5%, shows an improvement compared the company’s previous years of operation.

Athene Holding Ltd (ATH-D)

Leon Cooperman’s stake value: $133.3 Million

Percentage of Leon Cooperman’s 13F Portfolio: 6.7%

Athene Holding Ltd does business in Finance and Insurance sector and has 1350 employees. Current CEO is James Belardi.

As of February 16, 2022 Athene Holding Ltd had a market cap of $1.818T Million. Analysts predicted 1 year target price of $3454.77 that exceeds the current price of $2732.93 for 26.4%. Trailing twelve months P/E ratio is currently 24.54 making it a slightly cheaper stock than the rest of the S&P500 index. Looking at revenue, Athene Holding Ltd generated significant amount of revenue, $257637 million in 2021, surging by 41.2% in comparison to 2020 when it was $182527 million. Net income surged according to the latest fillings, jumping in 2021 by around 88.8% adding up to total of $76033.0 million. Further, in 2021, the net profit margin, was at 29.5%, shows an improvement compared the company’s previous years of operation.

Apollo is a leading global investment manager with assets under management of approximately $455 billion as of December 31, 2020.

Devon Energy Corp (DVN)

Leon Cooperman’s stake value: $119.9 Million

Percentage of Leon Cooperman’s 13F Portfolio: 6.0%

Devon Energy Corp. does business in Crude Petroleum and Natural Gas Extraction industry, which is Mining, Quarrying, and Oil and Gas Extraction sector and has 1400 employees. Current CEO is .

As of February 16, 2022 Devon Energy Corp had a market cap of $36.985 Million. Analysts predicted 1 year target price of $55.02 that exceeds the current price of $52.22 for 5.4%. Trailing twelve months P/E ratio is currently 27.13 making it a slightly more expensive stock than the rest of the S&P500 index. Devon Energy Corp generated scarce amount compared to previous financial period, $4503 million in 2020 sinking by -29.9% in contrast to 2019 when it was $6423 million. Net income surged according to the latest fillings, jumping in 2020 by around 654.9% adding up to total of $-2680.0 million.

Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.

Fiserv Inc (FISV)

Leon Cooperman’s stake value: $107.0 Million

Percentage of Leon Cooperman’s 13F Portfolio: 5.4%

Fiserv, Inc. does business in Data Processing, Hosting, and Related Servicesindustry. Current CEO is Jeffery Yabuki.

As of February 16, 2022 Fiserv Inc had a market cap of $63.752 Million. Analysts predicted 1 year target price of $129.44 that exceeds the current price of $96.67 for 33.9%. Trailing twelve months P/E ratio is currently 48.62 making it overly expensive stock than the rest of the S&P500 index. Regarding revenue, Fiserv Inc generated $16226 million revenue in 2021, mildly increasing of 9.3% in contrast to 2020 when it was $14852 million. Net income surged according to the latest fillings, jumping in 2021 by around 39.2% adding up to total of $1334.0 million. On top of that, the net profit margin, which was at 8.2%, has dropped compared to previous operations.

Fiserv, Inc. aspires to move money and information in a way that moves the world.

Conclusion

To conclude, here is the list of the top 5 holdings and most recent financial indicators of these positions as of February 16, 2022.

Stock	% of portfolio	Market Cap (USD)	P/E	Net earnings (USDm)	Net earnings y/y	Profit margin
Mr Cooper Group Inc (COOP)	8.9%	3.818B	3.2	305	11.3%	11.2%
Alphabet Inc (GOOGL)	8.7%	1.818T	24.5	76033	88.8%	29.5%
Athene Holding Ltd (ATH-D)	6.7%	1.818T	24.5	76033	88.8%	29.5%
Devon Energy Corp (DVN)	6.0%	36.985B	27.1	-2680	654.9%	-59.5%
Fiserv Inc (FISV)	5.4%	63.752B	48.6	1334	39.2%	8.2%

Canadians can find the above stocks on Questrade.

Other investors can use Interactive Brokers or eToro.

Disclosure & Disclaimer: Please take into consideration that this is not financial, investing, or tax advice. The information on this website is for informational and recreational purposes only. Before any financial decision do your own due diligence. Some of the links are affiliates, and I may earn a small commission when you make a purchase through them at no additional cost to you.