Omega Advisors' Q2 Holdings: New Buys, Exits, and Stakes Increased

Omega Advisors, led by Leon Cooperman, disclosed its holdings as of June 30, 2025, in an SEC filing. The fund acquired Atlas Energy, GE HealthCare, and ArriVent Biopharma in Q2, while exiting Las Vegas Sands, Microsoft, Madison Square Garden, and Barings BDC. Omega increased stakes in Sunoco LP, Mirion, Regal Rexnord, OneMain, and Fidelis Insurance. The top holdings as of June were Mr. Cooper, Vertiv, Energy Transfer, Apollo Global, and Mirion.

Leon Cooperman's Omega Advisors, through an SEC filing, revealed its holdings as of June 30, 2025. The fund made notable acquisitions and adjustments during the second quarter, highlighting its strategic approach to investment.

Acquisitions:
Omega Advisors added three new holdings to its portfolio in the second quarter:
1. Atlas Energy (AESI): The fund acquired shares of Atlas Energy, a company specializing in oil and gas exploration and production.
2. GE HealthCare (GEHC): This acquisition included shares of GE HealthCare, a division of General Electric focused on medical imaging, diagnostics, and patient monitoring.
3. ArriVent Biopharma (AVBP): Omega Advisors also invested in ArriVent Biopharma, a clinical-stage biopharmaceutical company developing targeted oncology treatments [3].

Exits:
The fund exited four positions during the second quarter:
1. Las Vegas Sands (LVS): The fund sold its shares in Las Vegas Sands, a company operating gaming resorts in Las Vegas and Macau.
2. Microsoft (MSFT): Omega Advisors sold its holdings in Microsoft, a leading technology company.
3. Madison Square Garden (MSG): The fund exited its position in Madison Square Garden, a company operating sports and entertainment venues.
4. Barings BDC (BBDC): Omega Advisors sold its shares in Barings BDC, a real estate investment trust.

Increased Stakes:
Omega Advisors increased its stakes in several companies:
1. Sunoco LP (SUN): The fund increased its holdings in Sunoco LP, an energy infrastructure company.
2. Mirion (MIR): Omega Advisors raised its stake in Mirion, a company focused on radiation detection and nuclear power.
3. Regal Rexnord (RRX): The fund increased its holdings in Regal Rexnord, a manufacturer of industrial products.
4. OneMain (OMF): Omega Advisors boosted its stake in OneMain, a consumer finance company.
5. Fidelis Insurance (FIHL): The fund increased its holdings in Fidelis Insurance, a health insurance company.

Top Holdings:
As of June 30, 2025, Omega Advisors' top holdings, in order of size, were:
1. Mr. Cooper (COOP)
2. Vertiv (VRT)
3. Energy Transfer (ET)
4. Apollo Global (APO)
5. Mirion (MIR)

Conclusion:
Omega Advisors' Q2 2025 portfolio adjustments reflect a strategic shift towards energy, healthcare, and biopharmaceutical sectors. The fund's acquisitions and exits demonstrate a balanced approach to risk management and capital allocation.

References:
1. [1] https://www.tipranks.com/news/the-fly/coopermans-omega-bought-atlas-energy-and-arrivent-in-q2-thefly
2. [2] https://www.marketbeat.com/instant-alerts/filing-plan-group-financial-llc-increases-holdings-in-omega-healthcare-investors-inc-nyseohi-2025-08-05/
3. [3] https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176571585
4. [4] https://www.stocktitan.net/news/AVBP/