Leon Cooperman Likes EBAY, MHP, CVS, DISH, TWX, UAL in Q3

Wall St. Watchdog reveals information regarding Leon Cooperman’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 14 stocks in the Services sector at the end of the quarter with an aggregate market value of $621.058 million.

  • Ebay Inc. (NASDAQ:EBAY): On 06/30/2011, Leon Cooperman reported holding 2,015,000 shares with a market value of $65,024,051. This comprised 1.43% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 3,618,900 shares with a market value of $106,721,360. This comprised 3.16% of the total portfolio. The net change in shares for this position over the two quarters is 1,603,900. About Company: eBay Inc. operates an online trading community. The Company’s service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets. eBay also offers, through a subsidiary, secure online payment services.
  • The Mcgraw-hill Companies Inc. (NYSE:MHP): On 06/30/2011, Leon Cooperman reported holding 0 shares. On 09/30/2011, Leon Cooperman reported holding 2,248,200 shares with a market value of $92,176,200. This comprised 2.73% of the total portfolio. The net change in shares for this position over the two quarters is 2,248,200. About Company: Founded in 1888, The McGraw-Hill Companies is a leading global financial information and education company that helps professionals and students succeed in the Knowledge Economy. Leading brands include Standard & Poor’s, McGraw-Hill Education, Platts energy information services and J.D. Power and Associates. The Corporation has approximately 21,000 employees with more than 280 offices in 40 countries. Sales in 2010 were $6.2 billion.
  • Cvs Caremark Corporation (NYSE:CVS): On 06/30/2011, Leon Cooperman reported holding 2,451,655 shares with a market value of $92,133,199. This comprised 2.02% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 2,675,255 shares with a market value of $89,861,816. This comprised 2.66% of the total portfolio. The net change in shares for this position over the two quarters is 223,600. About Company: CVS Caremark Corporation is an integrated pharmacy health care provider. The Company’s offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.
  • Dish Network Corporation Class A Common (NASDAQ:DISH): On 06/30/2011, Leon Cooperman reported holding 2,405,500 shares with a market value of $73,776,685. This comprised 1.62% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 2,486,900 shares with a market value of $62,296,843. This comprised 1.85% of the total portfolio. The net change in shares for this position over the two quarters is 81,400. About Company: DISH Network Corp. provides a direct broadcast satellite subscription television service in the United States.
  • Regal Entertainment Group (NYSE:RGC): On 06/30/2011, Leon Cooperman reported holding 3,076,625 shares with a market value of $37,996,320. This comprised 0.83% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 4,414,979 shares with a market value of $51,831,852. This comprised 1.54% of the total portfolio. The net change in shares for this position over the two quarters is 1,338,354. About Company: Regal Entertainment Group consists of the controlling interest in United Artists Theater Company, Edwards Theaters, Inc., Regal Cinemas Corporation, and their subsidiaries. The Group operates a chain of theaters in the United States under the Regal Cinemas, Edwards Theaters, and United Artists Theaters.
  • Cablevision Systems Corporation (NYSE:CVC): On 06/30/2011, Leon Cooperman reported holding 2,195,531 shares with a market value of $79,500,175. This comprised 1.75% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 3,185,031 shares with a market value of $50,100,536. This comprised 1.49% of the total portfolio. The net change in shares for this position over the two quarters is 989,500. About Company: Cablevision Systems Corporation provides telecommunications and entertainment services. The Company has operations in multimedia delivery, subscription cable television services, championship professional sports teams, and national television program networks.
  • Time Warner Inc. (NYSE:TWX): On 06/30/2011, Leon Cooperman reported holding 2,441,399 shares with a market value of $88,793,679. This comprised 1.95% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 1,525,199 shares with a market value of $45,710,213. This comprised 1.36% of the total portfolio. The net change in shares for this position over the two quarters is -916,200. About Company: Time Warner Inc. is a media and entertainment company. The Company’s businesses include cable television networks that provide programming, feature films, television and home video production and distribution, and magazine publishing.
  • Teekay Corporation (NYSE:TK): On 06/30/2011, Leon Cooperman reported holding 1,428,300 shares with a market value of $44,105,903. This comprised 0.97% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 1,766,100 shares with a market value of $39,931,522. This comprised 1.18% of the total portfolio. The net change in shares for this position over the two quarters is 337,800. About Company: Teekay Corporation provides international crude oil and petroleum product transportation services to major oil companies, major oil traders, and government agencies. The Company provides its services through a fleet of medium size oil tankers worldwide.
  • United Continental Holdings (NYSE:UAL): On 06/30/2011, Leon Cooperman reported holding 3,675,936 shares with a market value of $83,186,429. This comprised 1.83% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 1,645,236 shares with a market value of $31,884,672. This comprised 0.95% of the total portfolio. The net change in shares for this position over the two quarters is -2,030,700. About Company: United Continental Holdings Inc. is an airline holding company. The Company owns and operates airlines that transports persons, property and mail throughout the United Statesand abroad.
  • Valassis Communications Inc. (NYSE:VCI): On 06/30/2011, Leon Cooperman reported holding 1,360,236 shares with a market value of $41,215,150. This comprised 0.91% of the total portfolio. On 09/30/2011, Leon Cooperman reported holding 1,318,075 shares with a market value of $24,700,725. This comprised 0.73% of the total portfolio. The net change in shares for this position over the two quarters is -42,161. About Company: Valassis Communications, Inc. is a media and marketing services company serving a wide range of industries. The Company and its subsidiaries offer products and services to mass or targeted audiences by mail, in newspapers and stores, and online. Valassis also offers coupon redemption and management; promotion and sweepstakes security; and frequent shopper data collection and analysis.

(Note: Data regarding Leon Cooperman’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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