Billionaire Leon Cooperman's Top 3 Stocks: Buy, Sell or Hold

Leon Cooperman's Omega Advisors holds three positions: Vertiv Holdings (VRT at $304.57), Rocket Companies (RKT at $14.60), and Energy Transfer (ET at $19.91), each requiring a different call. VRT is deemed a patience play despite strong AI data center fundamentals—Q1 revenue up 30.1% to $2.65B, record $15B backlog, and 26 analysts averaging a $377.40 target—because its 52x forward multiple after an 88% YTD surge prices in near-term execution.

Why it matters: RKT warrants patience as Mr. Cooper and Redfin integration accelerates ahead of schedule, though the bull case hinges on simultaneous rate cuts; ET is rated the most compelling of the three, offering a 6.65% yield with Oracle AI gas contracts already secured.